In the Press

CCLA: Tech giants are overlooking employees' mental health needs
10 October 2024 | Investment Week

CCLA: Tech giants are overlooking employees' mental health needs

Dan Babington, portfolio manager at TAM Asset Management, speaks to Investment week about metal Health in the corporate world.
£1.6trn investor group write to UK’s largest companies calling for urgent response on climate transition plans
12 September 2024 | PA Future

£1.6trn investor group write to UK’s largest companies calling for urgent response on climate transition plans

Dan Babington, portfolio manager at TAM Asset Management believes shareholders need additional information to make informed stewardship decisions and offer clients the best possible sustainable portfolio solutions.
 The Collapse of the Dollar Empire?
07 August 2024 | Financial Fables

The Collapse of the Dollar Empire?

Is the dollar's status as the world's reserve currency coming to an end? Daniel Babbington, a portfolio manager at TAM Asset Management discusses this and more with Alex Dryden at Financial Fables.
The alternative investment strategies to protect portfolios in an uncertain world
03 July 2024 | Trustnet

The alternative investment strategies to protect portfolios in an uncertain world

AdviserAction was launched in November last year to enable the advice industry to engage with listed companies on sustainability issues. TAM are proud to be one within a select group of companies to join the initiative.
Long read: How are wealth managers using AI?
05 June 2024 | FT Adviser

Long read: How are wealth managers using AI?

Daniel Babington, portfolio manager at Tam, speaks to FT Adviser about how TAM have partnered with Clarity AI to assess funds’ true sustainability.
How Tam Asset Management runs Sharia portfolios
28 May 2024 | FT Adviser

How Tam Asset Management runs Sharia portfolios

Tam Asset Management offer one of the more uncommon propositions in the market: a Sharia-compliant MPS.
Eight more advice firms join CCLA's sustainability group
1 May 2024 | Professional Adviser

Eight more advice firms join CCLA's sustainability group

Allowing advisers to engage with listed firms on sustainability issues
City gears up for another long-distance cycle in support of Nick Hungerford charity
18 April 2024 | Citywire

City gears up for another long-distance cycle in support of Nick Hungerford charity

Cyclists from TAM Asset Management will again be joined by peers from across the industry for a three-day ride from Brussels to Amsterdam in support of Elizabeth’s Smile.
TAM’s James Penny: The market’s marching towards overheated territory – here’s how to play it  Trustnet
10 April 2024 | Trustnet

TAM’s James Penny: The market’s marching towards overheated territory – here’s how to play it Trustnet

The market is “marching towards potential overheated territory” but investors should continue to ride the momentum trade for as long as they can because now is a “nirvana” for diversified portfolios, according to TAM Asset Management’s UK chief investment officer James Penny.
‘Convenience comes at a cost’: Navigating the green bond landscape
3 April 2024 | Professional Adviser

‘Convenience comes at a cost’: Navigating the green bond landscape

Investors should avoid being drawn into investing in labels that are merely ‘a marketing tool’
Fund management's got talent
28 March 2024 | FT Adviser

Fund management's got talent

This week Asset Allocator acting editor Damian Fantato has a chat with funds correspondent Joseph Wilkins and contributing editor David Thorpe about Tam Asset Management's seed funding of future fund management talent.
TAM Asset Management unveils fundraising activities in support of The Childhood Trust
20 March 2024 | Citywire

TAM Asset Management unveils fundraising activities in support of The Childhood Trust

TAM Asset Management will be holding four big fundraising events throughout the year, kicking things off with a bake sale in the firm’s Basinghall Street office on Tuesday 26 March. The ‘4 for 2024’ fundraising campaign is in aid of The Childhood Trust, London’s child poverty charity.
How Tam Asset Management's CIO hunts down the next Terry Smith
10 March 2024 | FT Adviser

How Tam Asset Management's CIO hunts down the next Terry Smith

Conventional wisdom says you should wait one year to move in with your partner and three years to invest in a fund, but for Tam Asset Management, when it’s right, it’s right.
Wealth managers vs Vanguard Life Strategy: How the returns really stack up

Wealth managers vs Vanguard Life Strategy: How the returns really stack up

7 March 2024 | Citywire
Pitting DFMs against the £38bn LifeStrategy range: wealth managers have proven their chops when it comes to lower-risk portfolios, although a comeback for active management is probably needed to reverse Vanguard’s golden decade.
Is now the time to hold gold?
11 January 2024 | International Adviser

Is now the time to hold gold?

"Whilst there could be some short-term weakness in gold as investors potentially take a step back from the strength, we see continued stability from the metal; as real yields continue to look high and set for a more sustained lower level to the benefit of this zero yielding asset". TAM's James Penny speaks to International Adviser.
 TAM Asset Management CIO: Money market portfolios ‘enable advisers to maintain a relationship with clients’
15 December 2023 | International Adviser

TAM Asset Management CIO: Money market portfolios ‘enable advisers to maintain a relationship with clients’

Our Liquidity portfolios curently offer higher yields than bank deposit rates with daily access and no-penalty. TAM UK's CIO James Penny explains why many Advisers and Clients are choosing this solution over reallocating to bank savings accounts.
Asset Managers Quietly Add ‘ESG’ to Portfolios of Defense Stocks
24 November 2023 | Bloomberg

Asset Managers Quietly Add ‘ESG’ to Portfolios of Defense Stocks

Can, and more importantly should, ESG portfolios hold defense related securities? TAM UK CIO James Penny speaks to Bloomberg.
Deep Dive: Active ETFs are set to drive growth for the ETF industry
17 November 2023 | Investment Week

Deep Dive: Active ETFs are set to drive growth for the ETF industry

Do 'active' ETF's offer the best of both worlds? The efficiency and low-cost of 'passive' investments combined with strategies more aligned to the changing investment landscape we now face. Certainly investors seem to believe so with over €30 Billion allocated to European domiciled Active ETF’s alone. TAM CIO James talks to Investment Week about the growth of the market in this issue of Deep Dive.
Wealth Manager Top 100 2023: The complete list of selection giants
09 November 2023 | Citywire

Wealth Manager Top 100 2023: The complete list of selection giants

Congratulations to TAM's CIO James Penny being included in the Citywire annual list of the UK's best asset managers for 2023.

My sharia portfolios outperform conventional investments
03 Nov 2023 | Citywire

My sharia portfolios outperform conventional investments

Brian Adams, Director of Lancashire-based advice firm Islamic Wealth Management, speaking to Citywire about our TAM Sharia model portfolio solution.

Can Sharia investing continue to shine?
Money Marketing
2nd January 2023

Can Sharia investing continue to shine?

Best bond buys after 2022 bear collapse
Investment Week
23rd December 2022

Best bond buys after 2022 bear collapse

Meet the ESG Investment Influencers: James Penny of TAM Asset Management
Investment Week
2nd December 2022

Meet the ESG Investment Influencers: James Penny of TAM Asset Management

In the latest in the ESG Investment Influencers series, Eve Maddock-Jones speaks to James Penny, chief investment officer of TAM Asset Management.

Sterling currency crisis looms: Can the Bank of England steady the ship?
Investement Week
28th September 2022

Sterling currency crisis looms: Can the Bank of England steady the ship?

What was once a story about the pound depreciating due to a growing Fed-Bank of England policy divergence might have evolved into the early stages of a currency crisis, industry experts argue, as pressure for the UK central bank to hike rates mounts.

‘Significant’ rate rise likely as GBP/USD heads towards parity
Proactive Investors
28th September 2022

‘Significant’ rate rise likely as GBP/USD heads towards parity

Sterling continued to flirt with record lows Wednesday as the Bank of England (BoE) eyes up a “significant” rate rise in response to chancellor Kwasi Kwarteng’s controversial mini-budget.

Is the UK in a currency crisis?
IFA Magazine
27th September 2022

Is the UK in a currency crisis?

TAM Asset Management’s CIO reacts to the falling pound: “GBP looks very negative and will likely hit parity before Christmas”

Businesses demand action after PM quits.
Relocate Magazine>br>7th July 2022

Businesses demand action after PM quits.

TAM Asset Management steps up climate commitment with carbon offsetting initiative.

TAM Asset Management steps up climate commitment with carbon offsetting initiative.

IFAmagazine
4th May 2022

TAM Asset Management (TAM), the UK-based discretionary investment manager, has stepped up its commitment to combatting global warming by becoming one of the first discretionary fund managers to be awarded Carbon Neutral Plus status by Carbon Footprint Ltd.
 

TAM reduces carbon footprint with offsetting initiatives

TAM reduces carbon footprint with offsetting initiatives

ESGCLARITY
4th may 2022

DFM collaborates with Carbon Footprint to offset client and business emissions TAM Asset Management has taken steps to reduce the carbon footprints of its business and clients through various offsetting projects.

Forward-thinking: A blessing or a curse?

Forward-thinking: A blessing or a curse?

The Trade Press
2nd May 2022

A ‘technology push innovation’ is when you invent something and then hope people will want it. A ‘technology pull innovation’ is first figuring out what people want and then trying to invent it. The same concepts can be applied to the provision of investment services

THE ASIA PLAY

THE ASIA PLAY

Portfolio Adviser
12th April 2022

Asian equities may seem best avoided at first glance with many headwinds hampering prospects for the region, but this is reflected in the price and, for many, the buy signals are there.

 ESG Managers Skewer ‘Ridiculous’ Idea of Embracing Arms Stocks

ESG Managers Skewer ‘Ridiculous’ Idea of Embracing Arms Stocks

Bloomberg
10th April 2022

Defense lobbyists, as well as some analysts and bankers, have been discussing the merits of treating weapons as ESG assets.

ESG investors face extended period of underperformance

ESG investors face extended period of underperformance

Trustnet
24th March 2022

Sustainable funds’ growth bias and aversion to the rallying oil & gas sector are likely to hinder returns over the next few years – but it isn’t all bad news for ethical investors.

Robust building blocks

Robust building blocks

International Adviser
14th March 2022

The existence of the traditional 60/40 model portfolio is being threatened as inflation continues to rear its ugly head, according to the chief investment officer of Tam Asset Management.

Finding value in ESG

Finding value in ESG

FEIFA
7th March 2022

The start of 2022 has seen ESG investing arrive at a fork in the road.

Wealth managers on the best tech for sustainable portfolios

Wealth managers on the best tech for sustainable portfolios

WealthManager
25th February 2022

Although we see progress, technology has limited scope as responsible investing has myriad considerations, many of which are difficult to quantify, weigh and compare. Thus, TAM integrates technology for insight into ESG factors in conjunction with our qualitative analysis.

Crypto’s Rising Role in the Asset Mix

Crypto’s Rising Role in the Asset Mix

Bloomberg
23rd February

Why investors, corporations and high-net-worth clients are warming to crypto

Guards up: Four wealth managers’ top defensive fund picks.

Guards up: Four wealth managers’ top defensive fund picks.

WeaithManager
21st February 2022

We asked professional fund buyers for their favourite funds to ride out volatility and inflation, with the classic ‘balanced’ portfolio increasingly failing to do the job.

Islamic mutual funds grow faster than global peers over last five years

Islamic mutual funds grow faster than global peers over last five years

Money Markerting
16th February 2022

Islamic mutual funds grew faster than their global mutual fund counterparts over the last five years up to the end of Q3 2021.

The value funds poised for a comeback.

The value funds poised for a comeback.

Trustnet
14th February 2022

European financials, UK value and China are all “unloved” areas worth allocating to but they should also continue to back the likes of Terry Smith or Baillie Gifford, according to James Penny, UK chief investment officer at TAM Asset Management.

Is active management with passive pricing possible?

Is active management with passive pricing possible?

Money Marketing
11th February 2022

Traditionally, the DNA of the average model portfolio still retains a mixture of funds and passive ETFs across fixed income and equities which give the investor diversification and some level of outperformance.

Oil’s rebound re-establishes energy stocks as long-term winners.

Oil’s rebound re-establishes energy stocks as long-term winners.

Trustnet
9th February 2022

Oil and gas giants BP and Shell both posted storming results for 2021, showing that oil has not been totally dismissed in a climate-conscious market just yet.

Will Year of the Tiger be a roaring success for China? Nine expert investors share their thoughts

Will Year of the Tiger be a roaring success for China? Nine expert investors share their thoughts

WealthDFM
31st January 2022

Despite the ongoing pessimism, nine investors discuss whether a roaring recovery is on the cards for the world’s engine of growth over the next 12 months and beyond.

Will the year of the tiger be a roaring success for China?

Will the year of the tiger be a roaring success for China?

Citywire
28th January 2022

We believe Chinese companies have strong growth prospects, but these may be missed if looking through a high-level macro lens only.

The top-ranked funds that are down double digits in 2022

The top-ranked funds that are down double digits in 2022

Trustnet
13th January 2022

Morgan Stanley Global Insight, Baillie Gifford American and Morgan Stanley US Growth are some of the top-performing funds over five years that are down double-digits year-to-date.
 

Helping European advisers navigate ever-changing regulations

Helping European advisers navigate ever-changing regulations

The Trade Press
1st January 2022

We have been busy travelling around Europe throughout Q4 2021 in a quest to address advisers’ current regulatory headaches.

2022 may be a bull market – but not without volatility

2022 may be a bull market – but not without volatility

Portfolio Adviser
24th December 2021

TAM chief investment officer looks back on a ‘rudderless’ year but is tentatively bullish on what lies ahead.

IS THE SUN SHINING AGAIN?

IS THE SUN SHINING AGAIN?

Wealth Manager
30th November 2021
Green Dream with TAM AM’s James Penny

Green Dream with TAM AM’s James Penny

ESG Clarity
2nd November 2021

Green Dream with TAM AM’s James Penny: We will see new asset classes emerge in ESG .

Natalie Kenway catches up with the CIO on client conversations, ESG pre and post-pandemic, and product choice.
 

The pricing tail does not wag the investment dog

The pricing tail does not wag the investment dog

FEIFA
November 2021

The pricing tail does not wag the investment dog: the true cost of a client investment

The importance of due diligence within ESG portfolios

The importance of due diligence within ESG portfolios

Money Marketing
1st Nov 2021

The investment team invests in different types of assets to diversify and reduce volatility

What's in a name? Too much data and a lack of standards complicate ESG fund analysis

What's in a name? Too much data and a lack of standards complicate ESG fund analysis

CityWire
28th Oct 2021

Learn what a global leader in actively managed bond funds can do for you

The new black (swan)

The new black (swan)

Trustnet
October 2021
Watch what they say, not what they do

Watch what they say, not what they do

What Investment
October 2021

We said in our last investment note, ‘We need to talk about volatility’, that despite relentless positivity in equity markets since the lows of March 2020, a growing number of institutional investors are feeling the need to take a more defensive orientation and have ‘insurance policies’, against the risk of markets retreating.

Grey cloud hangs over UK's role in EU financial services

Grey cloud hangs over UK's role in EU financial services

Portfolio Adviser
October 2021

First it was fishing boats and now its submarines. The lates security pact between the US, UK and the Australians (AUKUS) has drawn my eye, once again, to the political body language between the UK and France.

You Give We Give: Tam Asset Management's Charity Initiative

You Give We Give: Tam Asset Management's Charity Initiative

Citywire
14th October 2021

Seven years ago, Tam Asset Management set up its charitable initiative, You Give We Give. We caught up with Eric Williamson, investment manager at the firm, to see how the initiative is developing and what the future holds.

A Closer Look at UK Fund Costs

A Closer Look at UK Fund Costs

Morningstar
5th October 2021
One, two, three:the present TAM investment stance

One, two, three:the present TAM investment stance

5th October 2021

One, two, three:the present TAM investment stance

Lester Petch, CEO, TAM Europe Asset Management explains.

UN climate warning: eight things investors can do

UN climate warning: eight things investors can do

Proactive Investors
12th August 2021

Many ethical investors are likely to have been pushed to the point where they think “it’s not enough to avoid oil and coal and buy renewables, I want to do more”. Reading about the UN’s climate change report and looking at some of photos of newly homeless families from wildfires and flooding in Greece, Turkey, Albania, Germany and California in recent days could be enough to lead ...

Podcast: ‘Sharia and ESG investing sing off the same hymn sheet’

Podcast: ‘Sharia and ESG investing sing off the same hymn sheet’

Citywire
5th August 2021

James Penny, CIO at Tam Asset Management, discusses the firm’s sharia portfolio offerings, the investible universe, and what actually makes an investment sharia-compliant.

Three things your clients may call you about this week ...

Three things your clients may call you about this week ...

Professional Adviser
26th July 2021

Pension access, 'safe' funds and financial education - here's our weekly heads-up of articles in the weekend newspapers that may have caught your clients' attention... Savers seeking to keep early access to pension pots face 2023 deadline

Islamic finance in the UK

Islamic finance in the UK

LEXOLOGY
8th June 2021

The UK Islamic finance industry has developed progressively over the years. This has not been without challenges, and the impact of Brexit and the COVID-19 pandemic has created uncertainties. Like their conventional peers, the economic risks that Islamic banks share are similar, and the environment in which Islamic finance operates is expected to become smaller, particularly ...

 Next Gen: Stephanie Sotiriou, TAM Asset Management
CITYWIRE
3rd June 2021

Next Gen: Stephanie Sotiriou, TAM Asset Management

This week's Next Gen star is Stephanie Sotiriou, investment manager at TAM Asset Management. She discusses her father's influence on her career, her concerns around greenwashing, and her love of Cyprus!

The curse of knowledge.

The curse of knowledge.

FEIFA
1st June 2021

ESG, SRI and Impact Investing are terms we have recently become accustomed to hearing. But whilst we may now be familiarised with them, what do they actually mean? These three subsets are arguably enveloped within the same spectrum of "ethical investing".

We are a product of our environment.

We are a product of our environment.

FEIFA
1st May 2021

This is a well coined phrased used to describe wayward individuals, however, this acclaimed diagnosis does read true for a more diverse audience. The ESG market can certainly be categorised as such in Q1 of this year.

The value in diversification

The value in diversification

FEIFA
1st April 2021

The UK began the year with its best investment returns in the first week or so ever recorded. This was in an environment in which the UK was still disentangling from the EU as Brexit is finally implemented - clarity is often all markets need. The US likewise moved higher but there are not so subtle shifts going on in market leaders and laggards.

Investing in bitcoin – a safe investment?

Investing in bitcoin – a safe investment?

FEIFA
1st March 2021

Bitcoin is the best known of the 1,800-odd cryptocurrencies. Its meteoric rise has drawn many investors, with some believing that the underlying blockchain technology (blockchain is a digital ledger in which transactions made in cryptocurrencies are recorded chronologically and publicly) could become one of the most powerful tools ever given to civilisation.

Looking back at 2020

Looking back at 2020

FEIFA
1st Jan 2021

Looking back on last year, professionally and personally, I think few would say it has been a forgettable one. The herculean strength in the stock market couldn’t stand in greater contrast to the very real pain being seen in households.

ESG training and professional development services

ESG training and professional development services

1st December 2020

TAM has been in the ethical investing market for over 7 years and thrives on staying ahead of the curve when it comes to environmental, social and governance (ESG) investing.

Brexit…prepare for the worst and hope for the best

Brexit…prepare for the worst and hope for the best

FEIFA
1st October 2020

TAM Asset Management provides an overview.

We await with bated breath, the lastminute negotiations between the UK and Europe as to how, if, and by what means, business in the Eurozone may be conducted with counterparties from the UK. The bizarre, no-one really knows situation, has resulted in multiple statements from the UK regulator and commen...

WATERSHED MOMENT
ESG Clarity
September 2020

WATERSHED MOMENT

Why the events of this timultaneous year could mean ESG investing ceases to be a thematic play, taking centre ground.

 

Revealed: The shortlists for the 2020 PA Wealth Partnership Awards

Revealed: The shortlists for the 2020 PA Wealth Partnership Awards

PORTFOLIO ADVISER
24th July 2020

Fund selectors from BMO Global, Brewin Dolphin, Morningstar, Premier Miton and Rathbones are all in the running to win the Fund Selection Team of the Year accolade in Portfolio Adviser’s inaugural Wealth Partnership Awards. The admittedly not-so-short shortlist for one of our centrepiece awards is completed by Apollo, EQ Investors, Financial Express, Investec, Quilter C...

UK asset manager opens Mallorca office

UK asset manager opens Mallorca office

INTERNATIONAL ADVISER
21st July 2020

The UK’s exit from the European Union was “arguably the catalyst” for London-based Tam Asset Management to open an office on the Balearic island of Mallorca, Lester Petch, European chief executive, told International Adviser.
 

The British manager TAM AM opens its first European office in Spain

The British manager TAM AM opens its first European office in Spain

FUNDSPEOPLE
16th July 2020

Good news for Spain in the process of attracting British entities in the context of Brexit. The manager TAM AM , specialized in discretionary management, registers its first European office in Spain. Specifically, the entity has just registered a securities agency (TAM Europe AM) based in Calvia (Mallorca).

FEIFA partners with TAM Asset Management in ESG drive

FEIFA partners with TAM Asset Management in ESG drive

Internationalinvestment
16th July 2020

FEIFA, the European trade association, has announced a new partnership with TAM Asset Management, an investment company that has operated across Europe for around 15 years.

Tech Roundtable - The lessons of dotcom 20 years on

Tech Roundtable - The lessons of dotcom 20 years on

WEALTH MANAGER
10th February 2020

FOLLOW THE FAANGS?

A handful of tech stocks account for a large proportion of the 10-year equities bull run. Can looking back to 2000 teach us anything about today?

Expert Investors: James Penny of TAM Asset Management

Expert Investors: James Penny of TAM Asset Management

ETF Stream
8th January 2020

Fund selection plays a crucial role in portfolio construction. Once the asset allocation decision has been made, these individuals need to decide how they want to be exposed, be it through a mutual fund, investment trust or ETF.

Seven wealth managers' top passive plays

Seven wealth managers' top passive plays

WEALTH MANAGER
18th November 2019

Despite the negative press active management has received off the back of the Woodford debacle, its presence in capital markets remains a core pillar when one considers the effect of long-term compounding returns and capital preservation capabilities from quality active managers over that of the index.

Try saving - don't pin hopes on the lottery

Try saving - don't pin hopes on the lottery

EASTERN DAILY PRESS
15th November 2019

How many of us, seeking an immediate change of fortune, have impulsively shelled out £2.50, crossed our fingers and bought a Lottery ticket in the hope of scooping a £155 million jackpot?

Investment uncovered

Investment uncovered

MONEY MARKETING
31st October 2019

Neil Jefferies, head of financial planning at Adroit Financial Planning, discusses DFM panels, the needs of clients and managed portfolios

How to avoid making a dog's dinner of your investments

How to avoid making a dog's dinner of your investments

EASTERN DAILY PRESS
27th September 2019

Browse through any weekday television guide and it soon becomes apparent that much of the nation must be obsessed with cookery programmes. They clutter the TV schedules like discarded junk consigned to the attic, yet some viewers must love them. Television companies adore them too because they're so cheap to produce - very few people get paid to appear on them.

How to avoid overpaying for underperfoming wealth talent

How to avoid overpaying for underperfoming wealth talent

WEALTH MANAGER
11th September 2019

A decade-long run of steady year-on-year increases in wealth management assets came to a shuddering halt in last year’s volatility, putting a far sharper focus on balance sheet discipline to sustain profitability.

Cash is no longer king - but we still need it!

Cash is no longer king - but we still need it!

EASTERN DAILY PRESS
2nd September 2019

News that around £1.5 billion-worth of old banknotes have yet to be redeemed more than a year after they ceased being legal tender will have encouraged many of us to take a second look at where we may have left a few ancient fivers. No joy? Me neither.

Frightened of investing? Don't be!

Frightened of investing? Don't be!

EASTERN DAILY PRESS
16th August 2019

I was in London last week where I met the chief executive of a firm with whom I've dealt for some time.

Long story short: she asked me to give a talk to a few hundred people at a forthcoming event, an invitation to which I agreed, perhaps a little too readily, because when the subject matter was revealed, it put me on the back foot. The topic on which I must speak for 15-20 minutes is:...

DIY pensions: why you can't rely on the state

DIY pensions: why you can't rely on the state

EASTERN DAILY PRESS
9th August 2019

Indeed, the frequency with which WEF reports are issued, coupled with their often dizzying length, probably ensures that few are read cover-to-cover. Nevertheless, one of its recent publications, We'll Live to 100 - How Can We Afford It? proved unusually popular. Perhaps it was the snappy title.

The red flags signalling a fund manager may have lost it

The red flags signalling a fund manager may have lost it

WEALTH MANAGER
9th July 2019

Are fund managers too big to fail? No. If they fall below market expectations, they shrink through natural sales. 

Do you want to make saving simpler?

Do you want to make saving simpler?

EASTERN DAILY PRESS
5th July 2019

If the internet age possesses a curse which blights us all, it's surely that we're frequently overwhelmed with too much information.

 

The red flags signalling a fund manager may have lost it

The red flags signalling a fund manager may have lost it

WEALTH MANAGER
9th July 2019

Are fund managers too big to fail? No. If they fall below market expectations, they shrink through natural sales.

Are millennials spending too much money?

Are millennials spending too much money?

EASTERN DAILY PRESS
2nd July 2019

I'm indebted to research undertaken by Preston-based Profile Pensions which exposes, in the starkest possible detail, the enormous chasm between Millennials' monthly expenditure and the current state pension.

We've been nominated!

We've been nominated!

MONEYFACTS
6th June 2019

We are delighted to announce that for the second consecutive year, TAM has been nominated for Best Ethical Discretionary Fund Manager at the Investment Life & Pensions Moneyfacts Awards.

And the good times keep on coming!

And the good times keep on coming!

COLWMA
5th March 2019

We are absolutely delighted to tell you that TAM were named winners of the Award for Discretionary Wealth Management at last night's City of London Wealth Management Awards (COLWMA).

TAM has been nominated and the vote is now open!

TAM has been nominated and the vote is now open!

COLWNA
4th February 2019

We are delighted to tell you that TAM have received two nominations at this year's City of London Wealth Management Awards (COLWMA).

Giving you more ways to access our award-winning investment portfolios

Giving you more ways to access our award-winning investment portfolios

November 2018

You may or not be aware that our Premier, Focus and Ethical investment portfolios are available across the Aviva and Transact Platforms.

The ninth fundraising strategy

The ninth fundraising strategy

November 2018

The Charities Aid Foundation’s 2018 report found that while charitable donations may have risen in overall value, they’re coming from fewer people. This is a significant problem for the third sector. Raising money is hard enough when you’re one good cause amongst many – but it’s even harder when the number of potential donors is shrinking.

So how do you raise vital f...

TAM launches 'Through the Lens'

TAM launches 'Through the Lens'

November 2018

TAM are delighted to let you know that we have launched 'Through the Lens', a brand new video series capturing conversations with our award-winning investment management team as they share their market views and insight.

TAM's Triple Nomination for Professional Adviser Awards!

TAM's Triple Nomination for Professional Adviser Awards!

December 2018

We are honoured to have received three nominations at the prestigious Professional Adviser Awards 2019.

TAM Group signs $200 million deal with international advisor VFS

TAM Group signs $200 million deal with international advisor VFS

11th September 2018

We are delighted to inform you of an exciting development for the TAM Group in forming a strategic partnership with VFS International, winner of the International Investment Award for Best Best-Practice in Africa.

 

TAM nominated for Best Charity Partnership of the Year!

TAM nominated for Best Charity Partnership of the Year!

13th July 2018

We are delighted to let you know that TAM has been nominated for Best Charity Partnership of the Year with our 'You Give, We Give' charitable giving initiative at the 2018 MoneyAge Awards.

The rise of the hybrid robo!

The rise of the hybrid robo!

3rd July 2018

As a financial adviser, you’re all too aware of the threat posed by robo-advice platforms. But while you’re still offering higher-quality advice, and while you’re still retaining your key clients, there’s probably not much to worry about. Right? Wrong!

Why managing your investments is crucial
Eastern Daily Press 1st February 2019

Why managing your investments is crucial

Alzheimer’s Research UK and Yorkshire Air Ambulance amongst new charities partnering with Greenfinch

Alzheimer’s Research UK and Yorkshire Air Ambulance amongst new charities partnering with Greenfinch

28th June 2018

Alzheimer’s Research UK, Blue Cross, DEBRA and Yorkshire Air Ambulance have each partnered with Greenfinch, our new non-advised investment platform providing charity members with access to expertly managed investment portfolios, whilst also giving them the opportunity to benefit their chosen charity in the process.

Greenfinch has flown the nest!

Greenfinch has flown the nest!

16th April 2018

The Archway Project, Bobath Scotland, HEART UK - The Cholesterol Charity and Willow, have each partnered with Greenfinch - our new non-advised investment platform providing members with access to expertly managed discretionary investment portfolios, whilst also giving them the opportunity to benefit their chosen charity/ies in the process.

Robo resistance: how IFAs can fight back
Financial Reporter 24th January 2019

Robo resistance: how IFAs can fight back

Employee benefits – what is important to you?
Eastern Daily Press 11th January 2019

Employee benefits – what is important to you?

TAM nominated for Best Ethical Discretionary Fund Manager in 2018 Investment Life & Pensions Moneyfacts Awards!

TAM nominated for Best Ethical Discretionary Fund Manager in 2018 Investment Life & Pensions Moneyfacts Awards!

25th June 2018

We are thrilled to let you know that TAM has been nominated for 'Best Ethical Discretionary Fund Manager' - a new category at the 2018 Moneyfacts Investment Life & Pensions Awards. The annual Investment Life & Pensions Moneyfacts Awards ceremony is the pinnacle of the year’s product and service advocacy, continuing to grow year-on-year and attracting valuable acclaim. ...

How to compete with the robos

How to compete with the robos

12th April 2018

Dormant back books, full of clients who could no longer afford financial advice post-RDR are waiting to be reactivated. Until now this was an unprofitable proposition for IFAs, but the advent of automated investment solutions can help reactivate lost customers and attract new ones.

 Why low-risk investments are in demand
Eastern Daily Press 4th January 2019

Why low-risk investments are in demand

Three advantages IFAs have over robo-advisors

Three advantages IFAs have over robo-advisors

12th April 2018

IFAs don’t just have a place in the new world of low-cost, high-volume financial advice: they have several distinct advantages.

Combining all that is best in ISAs and SIPPs
Eastern Daily Press 21st December 2018

Combining all that is best in ISAs and SIPPs

IFAs fight back!

IFAs fight back!

14th March 2018

If you’re an IFA, the rise of robo-advisers isn’t just a problem; it’s an existential threat. There’s a major gap in the post-RDR market for low-cost financial advice, and automated platforms have rushed to fill it.

Don't let your clients lose their ISA allowance

Don't let your clients lose their ISA allowance

5th March 2018

April 5th is fast approaching... beat the deadline!

FinchTech off to a flying start!

FinchTech off to a flying start!

18th January 2018

We are delighted to inform you that our non-advised digital investment management service, FinchTech Ltd, has launched! The plug-and-play white-labelled solution is one of the first of its kind and presents an opportunity to re-engage dormant clients potentially lost to the Retail Distribution Review (RDR), while simultaneously enabling IFAs to compete with the growing threat of low cost robo advice...

Investing to #FightEB
DEBRA 19th December 2018

Investing to #FightEB

TAM’s white label 'robo' proposition is a finalist!

TAM’s white label 'robo' proposition is a finalist!

6th September 2017

FinchTech is up for Best New Entrant at the 10th annual Sustainable Investment Awards!

TAM Passive is here!

TAM Passive is here!

26th July 2017

 

TAM are delighted to announce that in addition to our already diverse offering we have launched TAM Passive - a suite of low-cost passive investment portfolios which will be available in five risk profiles and actively managed by our award-winning investment team for just 0.15% AMC (exc. VAT). 

How to keep hold of more of your money
Eastern Daily Press 23rd November 2018

How to keep hold of more of your money

TAM's magnificent eight: TAM's chosen funds take over fund manager awards

TAM's magnificent eight: TAM's chosen funds take over fund manager awards

14th July 2017

Last week on Thursday 6th July, the good and the great of the fund management industry came together in the Royal Albert Hall to celebrate outstanding achievement at the annual Fund Manager of the Year Awards hosted by Investment Week.

To serve and protect: Protecting clients' wealth through turbulent times

To serve and protect: Protecting clients' wealth through turbulent times

10th July 2017

'To Serve and Protect' is a phrase of singular simplicity coined by the LAPD in the 50’s to embody its mission statement. Since then, it has cemented itself as the cornerstone of US, and arguably global law enforcement. 


So what’s a US law enforcement adage doing in an investment update to our clients? 

Beat the deadline!

Beat the deadline!

29th March 2017

An ISA allows your client to benefit from tax free investment gains. After the 5th April 2017, investors will lose any of their £15,240 allowance which remains unused. With that day fast approaching, have your clients made the most of their 2016/17 allowance? There is still time to take advantage and TAM, as a regulated ISA manager, offer a variety of ways in which new and existing clients can bene...

Global sell-off rocks capital markets
Global Capital 11th October 2018

Global sell-off rocks capital markets

We're delighted you still prefer us!

We're delighted you still prefer us!

25th May 2017

For the second year in a row, TAM have been named as a preferred DFM for a model portfolio service (MPS), according to Defaqto's 2017 annual DFM review of surveyed financial advisers. A huge thank you goes out to all that commended us, and if you haven't yet tried TAM for our Focus MPS, maybe now is the time...

Financial planning: how to avoid mistakes
Eastern Daily Press 5th October 2018

Financial planning: how to avoid mistakes


 

TAM cuts fees for all clients

TAM cuts fees for all clients

2nd March 2017

We are pleased to inform you that in our continued efforts to create the best value for investors, we are amending our fee structure to remove any minimum charges. This means that no matter how small a trade is in order to re-balance, adjust an asset allocation or make a withdrawal from a portfolio, the client will only be charged 1% of the trade value. This eradicates flat fees for our Focus, Ethical an...

The Pensions Regulator is coming... Don't get burnt by hefty fines!

The Pensions Regulator is coming... Don't get burnt by hefty fines!

4th November 2016

With business owners now being penalised for not having a workplace pension scheme in place, The Pensions Regulator has been back on the road reminding employers that workplace pensions are the law and they are enforcing it! Confusion between employers and advisers in relation to auto-enrolment is no excuse.

Come and say hello at the Muslim Lifestyle Expo!

Come and say hello at the Muslim Lifestyle Expo!

28th October 2016

TAM Sharia at the Muslim Lifestyle Expo 2016
EVENT CITY | MANCHESTER | 29th - 30th OCTOBER

No let-up for EM as FOMC hikes
Global Capital 27th September 2018

No let-up for EM as FOMC hikes

TAM awarded UK Asset Manager of the Year at the i-invest 2016 Asset Manager Awards!

TAM awarded UK Asset Manager of the Year at the i-invest 2016 Asset Manager Awards!

28th September 2016

We are delighted to announce that TAM Asset Management have been named 'UK Asset Manager of the Year' at the i-invest 2016 Asset Management Awards.

TAM's on Transact!

TAM's on Transact!

27th October 2016

We are delighted to announce that our risk profiled Premier model investment portfolios are now available on the Transact Platform and can be used for new and existing Transact clients, where moving your clients over is as easy as a fund switch.

 

 

 The point of impact

The point of impact

Adviser Hub 20th September 2018
How much bite do Faang stocks have?
FT Adviser 19th September 2018

How much bite do Faang stocks have?

Sneak a Peek at TAM's New Look

Sneak a Peek at TAM's New Look

11th April 2016

TAM are delighted to announce that after many months of our clever developers busying away behind the scenes, we have at last launched our brand new website - cleaner, crisper and simpler

TAM Asset Management International named Best Investment Management Service provider

TAM Asset Management International named Best Investment Management Service provider

August 2016

TAM Asset Management International was named Best Investment Management Service provider in the Wealth & Finance 2016 – Fund Manager Elite awards.

 

TAM Group signs $200 million deal with international advisor VFS
Global Banking and Finance Review 14th September 2018

TAM Group signs $200 million deal with international advisor VFS

Don’t let your clients lose their ISA allowance

Don’t let your clients lose their ISA allowance

18th March 2016

 

Hurry! There's not long left to make the most of your clients' 2015/2016 ISA allowance...

 


An individual savings account (ISA), allows savers to invest up to £15,240, tax free. Have your clients thought about this tax efficient way to save for their futures and if they already have an ISA, have they used their entire 2015...

You Give We Give raises over £20,000!

You Give We Give raises over £20,000!

17th February 2016

We are delighted to announce that thus far, our pioneering charitable giving scheme has raised over £20,000 for a variety of extremely worthy beneficiaries. This grand total is a combination of donations made to charities via the initiative, fundraising for the scheme's charity partners, and a boost from the HMRC Gift Aid scheme.

In for a penny, in for a pound

In for a penny, in for a pound

5th February 2016

2015 was all about the US dollar strengthening ahead of an anticipated interest rate hike which eventually came in December. All the major currencies weakened against the US dollar as a result and I had very few discussions about Sterling in particular, by which I mean from a Sterling perspective. This was because it didn’t really lose that much ground. 

And the winner is...TAM International!

And the winner is...TAM International!

9th December 2015

TAM International win Best Private Wealth Management Company


In November, we were delighted to tell you that TAM Asset Management were named winners of the 2015 Wealth and Finance International 'Award for Innovation in Portfolio Management - UK'. Today, we are thrilled and humbled to inform you that our subsidiary, TAM International, has been named 'Best Private Wealth Managem...

Thoughts from the CEO

Thoughts from the CEO

12th January 2016

Flat is the new up, and why the ‘pursuit of mediocrity’ is getting you absolutely nowhere.

Dawn of the Fed

Dawn of the Fed

20th December 2015

“When you come to a fork in the road, take it” - Yogi Berra – Player / Manager, New York Yankees


So the big day has arrived (again) and we will later find out whether the US Federal Reserve is finally going to bite the bullet and raise interest rates 

The perfect human
International Adviser Magazine July/August 2018

The perfect human

Getting Serious

Getting Serious

27th November 2015

From a fund management perspective there wasn't a whole lot to get excited about in Chancellor George Osborne’s Autumn Statement although an increase in the economic growth forecast, from 2.3% to 2.4% was welcome. UK Government bond yields rose on the news marginally reinforcing as it does the case for higher interest rates in the future. 

TAM Finalists in Award for Innovation

TAM Finalists in Award for Innovation

21st October 2015

TAM shortlisted for Award for Innovation second year in a row.


We are delighted to announce that TAM Asset Management and You Give We Give is a finalist for the Investment Week 'Award for Innovation' category in the 2015 Sustainable Investment Awards. 

TAM Take Home Innovation Award

TAM Take Home Innovation Award

19th November 2015

TAM Asset Management - Award for innovation in Portfolio Management - UK
 

We are thrilled to announce that TAM Asset Management has won the Wealth and Finance International 'Award for Innovation in Portfolio Management - UK' in the 2015 Finance Awards. 

Message from the CEO

Message from the CEO

26th August 2015

 

It ain't over 'til the fat lady sings


Markets appear to some to have hit a brick wall with the ongoing Greek tragedy, a Chinese devaluation and some minor growth fears being touted. This and Mr. Carneys call to Asset Managers to “check” they are set for market falls if interest rates go up, ensures that worries abound.<...

TAM Caters for Sharia Clients

TAM Caters for Sharia Clients

16th July 2015

TAM Asset Management offer clients an attractive selection of investment portfolios with funds that are compliant with the principles of Islam


FEATURES
-    Multi-manager model portfolios
-    Five risk profiles from defensive to adventurous
-    Minimum investment £10,000 (or equivalent)
-&nbs...

TAM chosen as manager for new non-advised service offered by InvestingGreen

TAM chosen as manager for new non-advised service offered by InvestingGreen

24th June 2015

InvestingGreen, a trading style of InvestingWell Ltd, have chosen TAM Asset Management to bring socially responsible investors an online direct investment solution.

 

Tomorrow, on Thursday 25th June at Scottish Parliament, InvestingGreen will showcase a new non-advised proposition that allows customers to invest directly into one of TAM Ethical’s five model portfolios.

...
You Give We Give London to Paris bike ride

You Give We Give London to Paris bike ride

18th May 2015

The event in photos!

Dream Team Conquer Paris to London

Dream Team Conquer Paris to London

9th May 2015

DAY THREE and the final push – Beauvais to Paris!

 

Two days ago, TAM's newly formed team of cyclists embarked on a 300 mile mission in the hope of raising vital funds for the ten You Give We Give charity partners.

We are thrilled to report that the cyclists have successfully completed the London to Paris bike ride and are all in one piece, alb...

You Give We Give à Paris

You Give We Give à Paris

8th May 2015

DAY TWO - Dieppe to Beauvais

 


We are so proud of the TAM team and associated members cycling from London to Paris. They have made it across the shores and are currently cycling through France. Today has been faced with some personal challenges within the team and certainly a tougher day.

 

You Give We Give à Paris

You Give We Give à Paris

7th May 2015

DAY ONE – London to Dieppe

 

Four TAM employees supported by other investment house representatives struck out for the French capital at 9.00am this morning from TAM’s Head Office in the City. A desperate attempt to catch the 17.30pm ferry to Dieppe was on!

You Give We Give à Paris

You Give We Give à Paris

30th April 2015

JUST ONE WEEK TO GO!

 

In 1 week today on Thursday 7th May, team TAM are cycling from London to Paris in the hope of raising £10,000 for the You Give We Give charity partners!

You Give We Give à Paris

You Give We Give à Paris

23rd April 2015

2 Weeks to go!

In 2 weeks today on Thursday 7th May, team TAM are cycling from London to Paris in the hope of raising £10,000 for the You Give We Give charity partners.

You Give We Give à Paris

You Give We Give à Paris

9th April 2015

4 weeks to go!

 

Team TAM and fabulous friends are swapping their desk chairs for bike saddles and cycling to Paris on Thursday 7th May to raise £10,000 for the ten terrific You Give We Give partner charities.

Markets were down but TAM still donate

Markets were down but TAM still donate

2nd April 2015

Despite a volatile year in the markets, TAM’s positive portfolio performance meant there were still contributions towards the You Give We Give charitable donation scheme associated with TAM’s ethical investment product.

'Robos are coming nearer to the IFA market'
FT Adviser 12th April 2018

'Robos are coming nearer to the IFA market'

 

 

 

 

My sweetest call: 5 wealth managers reveal top Q1 plays
Wealth Manager 29th March 2018

My sweetest call: 5 wealth managers reveal top Q1 plays


 

 



 

 

TAM Ethical and Virtuo Wealth welcome Impact Arts!

TAM Ethical and Virtuo Wealth welcome Impact Arts!

10th March 2015

Impact Arts joins 5 other Scottish charities as chosen charity partners of the unique Scottish Charities ISA.

Founded in 1994, Impact Arts is a community arts charity and social enterprise and their mission is to help people change their lives through creativity and the arts. Impact Arts works across Scotland to build enlightened, healthy and economically vibrant communities and they believe that...

TAM Ethical to present at the 2015 ACIE annual conference

TAM Ethical to present at the 2015 ACIE annual conference

16th February 2015

TAM Ethical have been selected as guest speakers to present at the annual Association of Charity Independent Examiners (ACIE) conference. The all-day event will be held on Thursday 12th March at The Wesley Hotel, Euston.

 

TAM Give More

TAM Give More

2nd February 2015

TAM Ethical are increasing their contribution towards You Give We Give! Not only does this apply to all new clients, but also to all clients who have signed up to the scheme since it launched last year.

Will robo 3.0 threaten IFAs?
IFA Magazine 23rd March 2018

Will robo 3.0 threaten IFAs?

 

 

 

 

 

TAM Jump Starts January with Terrific Triple ISA Treat!

TAM Jump Starts January with Terrific Triple ISA Treat!

20th January 2015

To welcome 2015, TAM are offering investors three brand spanking new ISA offers within three of their existing products

Making use of investor donation schemes
Charities Management 16 February 2018

Making use of investor donation schemes

TAM’s Innovative Two!

TAM’s Innovative Two!

30th October 2014

Not one, but two, of TAM Ethical’s socially responsible products have been shortlisted for the highly sought after ‘Award for Innovation’ at the Investment Week Sustainable Investment Awards. The event will be held on Wednesday 26th November at Le Méridien Piccadilly in London.

Good Money Week 2014

Good Money Week 2014

27th October 2014

For the second time this year, TAM Asset Management were selected as guest speakers to present their ethical proposition at the Standard Life Investments (SLI) ethical seminar. The event was held last month during the UK Sustainable Investment and Finance Association’s (UKSIF) annual campaign, ‘Good Money Week’, at 30 St Mary Axe – more popularly known as The Gherkin.

FinchTech – the new non-advised robo adviser
Digital Wealth News 18 January 2018

FinchTech – the new non-advised robo adviser



 

 

TAM’s One Two Three

TAM’s One Two Three

26th September 2014

Three ethical funds in which TAM Asset Management has invested, received first, second and third place in the Best Ethical Investment Provider category at the Moneyfacts Investment Life & Pensions Awards.

Financial Planner fights back against robo-advice
Financial Planning Today 18 January 2018

Financial Planner fights back against robo-advice


 

When IFAs fight back against digital investment management
What Investment Magazine 2 January 2018

When IFAs fight back against digital investment management

 

 

Busting the ethical investing myths
Business Green 30th November 2017

Busting the ethical investing myths

 

 

Lester Petch: What does the future look like for robo-advice?
Professional Adviser 1st November 2017

Lester Petch: What does the future look like for robo-advice?

 


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Office Spotlight: TAM Asset Management
Wealth Manager 16th October 2017

Office Spotlight: TAM Asset Management

 

 

 Who’s to blame if a robo-adviser malfunctions?
Fund Strategy 17th August 2017

Who’s to blame if a robo-adviser malfunctions?

 

 

 

 

 

 

Dispelling the myths about ethical investment
Charities Management 12th July 2017

Dispelling the myths about ethical investment

DV Global tie-up targets expat market

DV Global tie-up targets expat market

International Adviser 26th January 2016
 TAM Ethical Dream Team Cycle to Paris
Capability Scotland 28th May 2015

TAM Ethical Dream Team Cycle to Paris

TAM Ethical Dream Team Cycle to Paris
Capability Scotland 28th May 2015

TAM Ethical Dream Team Cycle to Paris

Capacity Crunch for Auto-enrolment
The Herald - The Business Herald pages 15-17 16th April 2015

Capacity Crunch for Auto-enrolment

Investing beyond ethical? 
Money Marketing 30th October 2014

Investing beyond ethical? 

Putting ethics at the heart of advice
Publication:FT Adviser 11th October 2013

Putting ethics at the heart of advice

Firing Line: Lester Petch
FT Advisor 2nd November 2011

Firing Line: Lester Petch

Trading positions
FT Adviser 25th September 2011

Trading positions

 5 Reasons Robo-Advisors May Not Make The Grade
FINANCEMONTHLY 8th August 2017

5 Reasons Robo-Advisors May Not Make The Grade

 

 

 

 

50 shades of green

50 shades of green

FEIFA
1st Feb 2021

What is Green investing for you? Reducing carbon emissions,halting global warming, improving social outcomes, enhancing good governance? Prof. Kevin Haines, BRC´s Head of Social Policy, asked this question in one of his Briefing Notes1. This is an excellent question, especially when there are potentially 50 shades of Green and any investor can find their own preferred personal hue.

10 minutes with James Penny
Portfolio Adviser
5th June 2020

10 minutes with James Penny