In the Press

Monday papers: US-China trade war would hurt Britain most

And Apple nears top of tree again as world’s only $3tn company.

Next Gen: Daniel Babington, TAM Asset Management

This week’s Next Gen star is Daniel Babington, a portfolio manager at TAM Asset Management. He tells us his first, best, and worst investment decisions,...

Gold versus silver: which is the best safe haven to own?

Both precious metals have disappointed over the past year. Kyle Caldwell explains why, and considers whether investors should go for gold or silver.

Can the FTSE 100 hit 8,000 and stay there in 2023?

The FTSE 100 has again hit record a high. However, a global and UK recession could undermine its position as it approaches the 8,000 mark.

Will single-country emerging market ETFs shine in 2023?

A few emerging market ETFs recorded bumper outperformance in 2022 with many expecting investors to latch onto opportunities this year

Why the FTSE 100 is closing in on 8000 - and where could it peak in 2023?

The FTSE 100 has set a number of new record highs in the past few days and is close to climbing above 8,000 for the...

Why investors must remain disciplined?

Investors need to understand the pillars of “prudent risk management” when it comes to investing during uncertain times and avoid making panicked decisions, a fund...

Torrid 2022 has created ‘a good entry point’ for European small caps

Europe has been described as ‘out of favour’ to investors over the past decade.

PA Awards 2023: Provider category shortlists revealed!

The industry’s best in technology, risk-profiling, client engagement and more

How ETF investors are playing ‘the most anticipated recession of all time'

Markets have priced in milder recessions across developed markets in 2023, but investors are still wary of the risks of a stubborn inflationary environment and...

Struggling value stocks expected to see turnaround later this year.

There is huge potential for struggling European value stocks to see a turnaround later this year, according to one fund manager. Link to original article

The best bonds to buy in 2023, according to the experts

Bonds have roared back into popularity over the past year as rising interest rates have led to yields spiking. While this has been bad news...

It is always darkest before the dawn: Market will come back

It is no secret that many portfolio managers kicked back their 2023 outlooks for as long as they could. Link to original article

Can Sharia investing continue to shine?

Sharia investing has by no means been immune from this year’s volatility, but the high-quality nature of the sector has helped to deliver good levels...

Best bond buys after 2022 bear collapse

Six experts give their picks Link to original article

Reasons for investors to be cheerful as 2023 approaches

Markets have had a turbulent year, marked by heightened geopolitical tension, pronounced macroeconomic uncertainty and persistent stock market volatility. While this has caused many investors...

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. Link to original...

Global Bond Yields Have Scope to Rise but Already Offer Opportunities, TAM AM Says

Global government bond yields have already increased to levels that long-term investors could consider as favorable entry points but they still have room to rise,...

TAM launches multiasset fund solution for global investors

During a recent tour to visit IFAs in Spain and Portugal, Tom Worthington at TAM Europe found that one particular conversation had become prevalent in...

Nine investors on what is spooking them this Halloween

With October usually being the month when market volatility picks up, 2022 has been a year in which it feels perpetually like October. One issue...

How multi-asset managers are combating inflation

Yazz once sagely sang: "The only way is up", and that, it appears, is true of inflation. Globally, economies and consumers are feeling the effects...

Wealth Manager Top 100 2022: The penultimate 25 selection giants

James Penny began his career at UBS in New York, supporting the bank’s trading desk. He joined TAM in 2014 as an analyst, was promoted...

The Big Question: Asset allocation and the UK

Understandably we, like the rest of the market, remain bearish on stocks. Given uncertainty around the breadth and depth of the upcoming recession, it remains...

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...

‘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...

Fund managers are sacrificing long-term gains for capital survival

Fund managers are weighing up long-term gains against preserving investor capital as equity markets remain extremely volatile. A core mantra of investing is to take...

Is the UK in a currency crisis?

With the pound trading at record lows it might seem that GBP is in a crisis which looks set to deepen. Indeed investors have likened...

Liz Truss succeeds Boris Johnson as the UK's next PM

Liz Truss, until now foreign secretary and a former trade minister, will succeed Boris Johnson as Conservative party leader and the UK’s new prime minister,...

Truss vs Sunak: Next PM risks fuelling inflation and spooking financial markets.

The UK’s next prime minister may risk exacerbating inflation and knocking down the confidence of financial markets, industry experts warn, as the UK faces one...

Beyond ESG: How these investment firms are giving back

ESG Clarity highlights how several asset managers are championing charitable giving.

Gap in Shariah-compliant investment services, experts say

There is a gap in the market for Shariah-compliant wealth management services, an expert has said. TAM Asset Management chief investment officer James Penny highlighted...

Pedal for Peace: Industry friends join TAM Asset Management on cycle from Streatham to Paris

Firms from across the UK’s wealth and asset management community are coming together on 28 July for the TAM Pedal for Peace Cycle Challenge. Link...

Investment Week unveils finalists for Sustainable Investment Awards 2022

Investment Week is pleased to announce the shortlist for the Sustainable Investment Awards 2022. The winners will be announced at an in-person awards ceremony in...

Long term investing isn’t a luxury everyone has

Long term investing isn’t a luxury everyone has A good yard stick for a portfolio fit for all conditions is its average performance over the...

If you believe in China’s growth story, now is the time to buy.

By 2030 China will have overtaken the United States as the world’s largest economy — so says the Centre for Economics and Business Research. China...

BoJo goes, but is it a no-no for the UK market?

Boris Johnson has officially resigned as leader of the Conservative party, or at least he will do, when there is a new leader in place.Then...

‘Irrelevant side of relevance’: Investment firms react as PM quits

Seven industry experts gave their views on what’s in store for markets after yesterday’s dramatic political upheaval. Link to original article

The winners from Boris Johnson’s resignation – TAM Asset Management

What sectors could be winners, which could be losers? Clear winners from Boris Johnson’s resignation might not be immediately apparent until a successor is found....

Industry in 'wait and see' mode as UK outlook post-Boris looks cautiously optimistic

The asset management community is sitting on its hands as it assesses the ongoing political changes in the UK following Boris Johnson’s resignation. Some are...

Businesses demand action after PM quits.

Business leaders and economists emphasised the need for new policies to reinvigorate the UK economy in the wake of the resignation of Prime Minister Boris...

Boris exit: implications for rates and taxes up in the air as race to find new PM begins.

According to bookmakers, Rishi Sunak and Ben Wallace are favourites to be the new PM, just ahead of Penny Mordaunt. The pound jumped on news...

Shorting for ESG: Could liquid alternatives be part of the next wave of responsible investments?

Shorting has not traditionally been thought of as a robust way to meet ESG objectives, with popular methods tending towards divesting from companies with poor...

Thematic ESG ETFs ‘blurring’ the lines between active and passive

The expanding universe of thematic ESG ETFs is increasingly blurring the lines between what is considered a passive and active investment strategy, a new survey...

London Climate Action Week Special with James Penny

In this episode of IFA Magazine’s podcast, IFA Talk – the show where we talk to people who matter about subjects that matter in the...

TAM’s CIO Penny: Impact ETFs are the next frontier of ESG

James Penny, CIO at TAM Asset Management, has said he is currently focusing on impact ETFs as the firm looks to grow its thematic ETF...

ESG Funds Resist Worst of Downturn But Investors Are Spooked.

The market swoon is testing the resilience of ESG funds and their shareholders. For sustainable investors browbeaten by the recent attacks on the industry, fund...

ESG Investing Is Heading for a Reckoning, Says One Veteran Manager

The ESG investment industry may be headed for a reckoning and many companies won’t survive this period of higher interest rates. Link to original article

Taking a step and remaining a safe pair of hands

Markets over the last month have become noticeably more volatile than in Q1 which is hard to believe. Link to original article

TAM Asset Management to offer clients opportunity to offset carbon footprint

As well as being awarded Carbon Neutral Plus status, London-based discretionary investment manager TAM Asset Management has launched its Client Carbon Footprint Commitment in order...

The shortlists for the 2022 Investment Life & Pensions Moneyfacts Awards are...

TAM Asset Management shorlisted for Best Ethical Discretionary Fund Manager. Link to original article

Gilts suffer £150bn value dent in 2022

Fell 10% in four months to April 30. UK Government bonds have suffered their biggest fall in value since the 1980s according to digital asset...

TAM AM: Growth investors will suffer more yet

I think we can all agree markets are not what they used to be – not at all. The financial press is full of comments...

Weekend Essay: Money in a Vietnamese household

To understand more about this specific area of investment, I spoke to TAM Asset Management chief investment officer James Penny, who told me: “A lot...

2022 PAM Awards: 30 firms named as finalists

The PAM Awards Judging Panel has named 30 firms as finalists, and for commendations, in the 2022 PAM Awards. These firms are contesting 13 award...

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

The Client Carbon Footprint Commitment provides TAM’s General Investment Account (GIA) and Individual Savings Account (ISA) investors with the opportunity to offset their carbon footprint...

TAM reduces carbon footprint with offsetting initiatives

The group has partnered with Carbon Footprint, the Quality Assurance Standard approved provider of carbon footprint calculators, to allow its General Investment Account (GIA) and...

Forward-thinking: A blessing or a curse?

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...

THE ASIA PLAY

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,...

ESG Managers Skewer ‘Ridiculous’ Idea of Embracing Arms Stocks

Defense lobbyists, as well as some analysts and bankers, have been discussing the merits of treating weapons as ESG assets.There’s a group of fund managers...

ESG investors face extended period of underperformance

Sustainable funds’ growth bias and aversion to the rallying oil & gas sector are likely to hinder returns over the next few years – but...

Robust building blocks

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...

Finding value in ESG

The start of 2022 has seen ESG investing arrive at a fork in the road. In recent years, a dual mandate of positive financial returns...

Wealth managers on the best tech for sustainable portfolios

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,...

Crypto’s Rising Role in the Asset Mix

Why investors, corporations and high-net-worth clients are warming to crypto From barter systems to seashells, gold, silver and paper, the construct of money and currency...

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

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...

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

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

The value funds poised for a comeback.

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...

Is active management with passive pricing possible?

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...

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

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...

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

James Penny, chief investment officer, TAM Asset Management We believe Chinese companies have strong growth prospects, but these may be missed if looking through a...

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

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

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

Helping European advisers navigate ever-changing regulations

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

2022 may be a bull market – but not without volatility

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

Revealed: All the winners at the 2021 PA Wealth Partnership Awards

LGT Vestra was named Wealth Manager of the Year and Baillie Gifford retained its Asset Manager of the Year accolade in the 2021 Portfolio Adviser...

CIOs and fund managers keep their cool as renewed Covid restrictions bite

Travel bans and lockdown restrictions are back in play as omicron variant sends shockwaves across the globe, but how likely are they to affect fund...

Omicron: Markets are in a different place to Delta

While the Omicron variant is something to be concerned with, it doesn’t strike us as anything marginally different from the Delta sell-off we saw in...

FTSE 100 falls flat at the close on Omicron concerns

FTSE 100 down 31 points AstraZeneca slides Airlines under pressure ​​​​​​ 4.50pm: FTSE falls flat at the close The FTSE 100 sank further at Tuesday's...

IS THE SUN SHINING AGAIN?

Following a long period in the shade, UK equities could be set to light up income portfolios once again. Link to original article

Environment and Climate-Focused Funds Dominate ESG Investing

Funds concentrating on the ‘social’ and ‘governance’ parts trail far behind in terms of drawing investors’ money this year Link to original article

Green Dream with TAM AM’s James Penny

In this episode of the Green Dream, the video series where ESG Clarity interviews key figureheads in the responsible investment world to get their views...

The pricing tail does not wag the investment dog

In this new MIFID world and in the interest of transparency for the client, all investment fees must now be explained and translated both as...

The importance of due diligence within ESG portfolios

Diversified Talent. The investment team invests in different types of assets to diversify and reduce volatility. The investment philosophy is that investment decisions, including asset...

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

Bonds we can count on Learn what a global leader in actively managed bond funds can do for you. Link to original article

A Buyer’s Guide to Retirement Solutions

Outsourcing is a popular option for advisers seeking an off-the-shelf fit for clients’ investment needs. But there are crucial considerations, such as income withdrawal and...

The new black (swan)

The Five-Minute WARNING What to do when the market crashes. Link to original article

Watch what they say, not what they do

Dear Colleague, We said in our last investment note, ‘We need to talk about volatility’, that despite relentless positivity in equity markets since the lows...

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

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,...

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

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...

A Closer Look at UK Fund Costs

Costs are coming down across the UK fund industry, but there's still a wide variation depending on whether you go active or passive, choose a...

One, two, three:the present TAM investment stance

One, two, three:the present TAM investment stance Lester Petch, CEO, TAM Europe Asset Management explains. Step One… The last 8 years, ignoring a hiccup over...

Wealth Manager Olympics Round One - Ping Pong!

Following on from Tokyo 2020, Team Citywire are taking on Team Wealth Manager in a series of sporting activities. First up, Ross Miller is off...

Could the bull market face a Delta-led decline? Managers and CIOs weigh in

The pandemic blues sounds like an old melody for equity markets, and while participants believe the bullish trend still has legs, some are taking more...

COP26 and new EU rules will push investors to more rigorous climate action

Asset managers will have to hold companies to account in a more strict manner. The alarming report of the Intergovernmental Panel on Climate Change (IPCC),...

UN climate warning: eight things investors can do

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...

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

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. Sharia investing...

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

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......

Riskwashing, or getting into hot water without knowing it?

Lester Petch, Chief Executive Officer, TAM Europe Asset Management explains.

Islamic finance in the UK

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...

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...

The curse of knowledge.

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...

We are a product of our environment.

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...

The value in diversification

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...

Investing in bitcoin – a safe investment?

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...

Looking back at 2020

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...

ESG training and professional development services

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,...

Brexit…prepare for the worst and hope for the best

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...

WATERSHED MOMENT

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

Are you ready for a second lockdown?

Speculation is rife around Europe with the possibility of a second worldwide lockdown as countries including Spain have experienced unexpected spikes in new COVID cases,...

The Defaqto Risk Ratings for our ESG and Premier model portfolios are live!

The Defaqto Risk Ratings for our ESG and Premier model portfolios are live! TAMESG TAM Portfolio Defaqto Risk Rating ESG Defensive 3 ESG Cautious 4...

TAM 10 - COVID 0!

We understand that by now you must be tired of reading anything related to the 'C' word but this note is positively different so bear...

Revealed: The shortlists for the 2020 PA Wealth Partnership Awards

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...

UK asset manager opens Mallorca office

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...

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

Good news for Spain in the process of attracting British entities in the context of Brexit. The manager TAM AM , specialized in discretionary management,...

FEIFA partners with TAM Asset Management in ESG drive

"We see this as another excellent and complimentary affiliation, for our members", FEIFA CEO Paul Stanfield commented. "Not least given TAM's expertise in the area...

The shortlists for the 2020 Investment Life & Pensions Moneyfacts Awards are...

The shortlists for the 2020 Investment Life & Pensions Moneyfacts Awards are...

Tech Roundtable - The lessons of dotcom 20 years on

Roundtable Delagates IAN BARNARD, Founding partner & CEO - Capital Generation partners NAJIB EL-RAYYES, Portfolio manager - River Capital JAMES PENNY, Senior investment manager -...

Expert Investors: James Penny of TAM Asset Management

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...

Seven wealth managers' top passive plays

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...

Try saving - don't pin hopes on the lottery

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...

Investment uncovered

Neil Jefferies, head of financial planning at Adroit Financial Planning, discusses DFM panels, the needs of clients and managed portfolios Is your approach to investment...

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

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...

How to avoid overpaying for underperfoming wealth talent

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...

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

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...

Frightened of investing? Don't be!

Dear reader, I need your help. Let me explain. I was in London last week where I met the chief executive of a firm with...

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

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...

The red flags signalling a fund manager may have lost it

Are fund managers too big to fail? No. If they fall below market expectations, they shrink through natural sales. In Neil Woodford's case, that process...

Do you want to make saving simpler?

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

The red flags signalling a fund manager may have lost it

Are fund managers too big to fail? No. If they fall below market expectations, they shrink through natural sales. In Neil Woodford's case, that process...

Are millennials spending too much money?

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...

We've been nominated!

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...

And the good times keep on coming!

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...

TAM has been nominated and the vote is now open!

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

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

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

The ninth fundraising strategy

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...

TAM launches 'Through the Lens'

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...

TAM's Triple Nomination for Professional Adviser Awards!

We are honoured to have received three nominations at the prestigious Professional Adviser Awards 2019: Best Discretionary Fund Manager Best Model Portfolio Service Best Client...

TAM Group signs $200 million deal with international advisor VFS

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...

TAM nominated for Best Charity Partnership of the Year!

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'...

The rise of the hybrid robo!

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...

Why managing your investments is crucial

Having your investments actively managed can pay dividends, says financial expert Pete Sharkey.

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

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...

How Amazon is recycling old ideas to boost business

If a business idea worked in the past, there's every chance it'll work again, says Peter Sharkey. Share article from Eastern Daily Press on facebookShare...

Greenfinch has flown the nest!

As the investment manager, we will match the donation with an equal percentage from our annual fee, and manage the portfolios and products. Charlotte Hoare,...

Robo resistance: how IFAs can fight back

Nutmeg, the biggest robo firm in the UK, has started hiring human advisers. If you’re an IFA, it’s tempting to take the news as a...

Employee benefits – what is important to you?

Do companies do enough to keep their staff with workplace perks like pilates? Peter Sharkey investigates.

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

We are thrilled to let you know that TAM has been nominated for 'Best Ethical Discretionary Fund Manager' - a new category at the 2018...

How to compete with the robos

Since 2012’s Retail Distribution Review (RDR), financial advice has become more expensive and less accessible. Robo-advisory platforms have rushed in to fill the void, offering...

Why low-risk investments are in demand

Gold's appeal remains undimmed in 2019, says finance expert Peter Sharkey

Over 30? What do you need for the rest of your life and how much will it cost?

Calculating your 'Number' makes enormous financial sense says Peter Sharkey.

Three advantages IFAs have over robo-advisors

The rise of robo advice will no doubt have more than its share of victims; there’s no such thing as a bloodless revolution, after all....

Combining all that is best in ISAs and SIPPs

The world's first pension scheme was developed in Scotland, Peter Sharkey explains.

IFAs fight back!

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...

Don't let your clients lose their ISA allowance

An ISA allows your client to benefit from tax free investment gains. After the 5th April 2018, investors will lose any of their £20,000 allowance...

It’s time for advisers to fight back

Robo-advisers are encroaching on IFA terrain more than ever before.

FinchTech off to a flying start!

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...

Investing to #FightEB

We’re delighted to be partnered with investment platform Greenfinch’s You Give We Give initiative to #FightEB.

Revealed: Finalists for the Professional Adviser Awards 2019

Professional Adviser Awards 2019 - Finalists & Winners

TAM's Double Award Win!

Delighted to have been named 'Best in Ethical & Sustainable Investment Opportunities - UK' and 'Full-Service Portfolio Manager of the Year' at the Wealth and...

Does political uncertainty make investors cautious?

A popular Christmas song inspires finance columnist, Peter Sharkey, to look at what investment has been like in 2018.

FinchTech awarded Best New Entrant at Investment Week's 10th Annual Sustainable Investment Awards!

We are delighted to tell you that TAM's new digital investment proposition, FinchTech Ltd, was announced Best New Entrant at Investment Week's 10th Annual Sustainable...

Give and gain: charitable investments that benefit Yorkshire Air Ambulance

Yorkshire Air Ambulance announces a new partnership with Greenfinch, the online charitable investment platform. Support our vital emergency service with this novel fundraising channel.

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

FinchTech, due to launch this quarter, is our 'plug-and-play' answer for IFAs looking to add a digital investment ‘robo’ service to their offering. FinchTech helps...

TAM Passive is here!

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...

You Give We Give: the smart investment that benefits you and Willow

You Give We Give: the smart investment that benefits you and Willow. Willow is delighted to announce a new partnership with the online investment platform...

How to keep hold of more of your money

In this week's financial column, Peter Sharkey explains why it's so easy to spend too much on fees when you're investing - and how to...

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

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...

Lester Petch: Wake up IFAs – hybrid robos are on the march

Robo-advisers are encroaching on IFAs more than ever before. How? By complementing their algorithms with human advisers.

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

'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...

Beat the deadline!

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...

Budget 2018: 10 wealth managers' predictions

To me, the elephant in the room for this budget is public borrowing reaching its target of 2% of GDP two years early – the...

Global sell-off rocks capital markets

A sharp sell-off in US equities on Wednesday led to global panic on Thursday as other indices followed suit.

We're delighted you still prefer us!

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...

Financial planning: how to avoid mistakes

Financial columnist Peter Sharkey says a building disaster in Bulgaria and HS2 are good metaphors for avoiding bad financial plans.

TAM cuts fees for all clients

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...

MPS Investment Committee: James Penny, TAM Asset Management

Global markets in Q3 have undoubtedly seen a move towards a more positivefooting akin to early 2018, before the pick-up in volatility that defined markets...

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

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...

Come and say hello at the Muslim Lifestyle Expo!

We are pleased to partner with Islamic Wealth Management to be part of the annual Muslim Lifestyle Expo this year, presenting our TAM Sharia investment...

No let-up for EM as FOMC hikes

The US Federal Open Market Committee (FOMC) provided little in the way of encouragement for emerging markets at its meeting on Wednesday, delivering a 25bp...

Active or passive: the right strategy for your firm and your clients

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

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

TAM's on Transact!

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...

The point of impact

How much bite do Faang stocks have?

The dominance of Facebook, Amazon, Apple, Netflix, and Google (FAANG) stocks has arguably been a good thing for both the US and the global market....

Sneak a Peek at TAM's New Look

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...

TAM Asset Management International named Best Investment Management Service provider

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

TAM Group signs $200 million deal with international advisor VFS

VFS International has formed a strategic partnership with the TAM Group and is seeking to transfer $200m of assets to the award-winning specialist in discretionary...

Don’t let your clients lose their ISA allowance

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...

TAM wins key $200 million discretionary mandate

TAM wins key $200 million discretionary mandate. The mandate from a Mauritian financial advisory firm increases TAM's assets under management by 40%.

Bull market ‘nears end’ as wealth managers talk Trump, bears and recession

It’s official - the bull market hit the grand old age of 3,454 days today,marking the longest period of uninterrupted gains in recent history. However,...

You Give We Give raises over £20,000!

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...

Give and get: the smart investment that benefits you and Alzheimer’s Research UK

Alzheimer’s Research UK is delighted to be partnered with the online investment platform Greenfinch. Read how you can help support our pioneering dementia research using...

In for a penny, in for a pound

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...

And the winner is...TAM International!

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...

MoneyAge Awards 2018 Shortlist Revealed!

Shortlist 2018

Robo platform lands IFA partnerships through white label strategy

As the debate rages among ‘pure’ automated robo advisers and hybrid offerings, one wealth management firm is stealthily white-labelling its digital wealth platform to ‘traditional’...

Thoughts from the CEO

Flat is the new up, and why the ‘pursuit of mediocrity’is getting you absolutely nowhere. A Happy New Year to one and all. You may...

Dawn of the Fed

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

The perfect human

While some advisers still see the future as being digital, many now believe robo-advice offerings are a tool that will benefit their business, rather than...

Advisers need to fight back against robo adviser threat

Originally the mission of robo was to provide an online ‘IFA free’ investment management solution – one that plugged the RDR advice gap.However, in recent...

Getting Serious

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...

TAM Finalists in Award for Innovation

TAM have been shortlisted for the Award for Innovation second year in a row! We are delighted to announce that TAM Asset Management and You...

Why SRI is one area where new launches are encouraged

It seems a new fund is launched almost everyday. A primary consideration for asset managers is demand, but how much input do wealth managers actually...

How IFAs can take advantage of the FCA robo review: play them at their own game

TAM Take Home Innovation Award

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

Message from the CEO

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....

MPS Investment Committee: James Penny, TAM Asset Management

James Penny, senior investment manager at TAM Asset Management discusses balancing risk with long-term investing.

Alzheimer’s Research UK partners with new investment platform

Alzheimer’s Research UK is ‘delighted’ to be partnered with Greenfinch – a socially responsible investment platform which offers its members the chance to give back...

TAM Caters for Sharia Clients

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...

Robo advice market set for shake-up

The automated financial advice market is ripe for mergers and acquisitions,according to several key stakeholders, as a variety of startups struggle to reach a critical...

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

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...

Online investment platform adds charity partners

‘You Give We Give’ digital donation scheme presents socially-responsible investors with the opportunity to donate percentage of annual profits to charity of choice.

You Give we Give at the J.P. Morgan Corporate Challenge

The event in photos!

Investment Life & Pensions Moneyfacts Awards 2018 finalists revealed

Investment Life & Pensions Moneyfacts has announced the finalists for its 2018 awards. The winners will be revealed at an evening awards dinner on 19...

You Give We Give London to Paris bike ride

A bright future for fintech

British fintech firms are set to retain their cutting edge as they continue to play a vital role in financial services and the wider economy.

Dream Team Conquer Paris to London

They’ve only gone and done it…! Two days ago, TAM's newly formed team of cyclists embarked on a 300 mile mission in the hope of...

Wealth boutique signs up two IFAs to online service

Boutique private client firm TAM Asset Management has signed up two more IFA firms to its online investment service.

You Give We Give à Paris

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...

New Wealth Management Service Launched

A new wealth management service has been launched on behalf of Willow which is designed to help supporters invest sensibly for their futures and help...

You Give We Give à Paris

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...

New partnership allows investors to raise money for Bobath

Bobath Scotland needs to raise £8.50 of every £10 we spend to deliver our services and support to children and adults with cerebral palsy. We...

You Give We Give à Paris

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...

New Greenfinch platform helps charities benefit from people’s financial investments

Greenfinch is a white label wealth management platform from TAM Asset Management that enables people to invest in a range of mainstream and ethical portfolios,...

You Give We Give à Paris

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...

Lester Petch: Fighting 'bionic' robo - a closer look at the new breed

Robos seem to be starting to suspect algorithms alone will not cut it in the advice world, writes Lester Petch, which is bad news for...

You Give We Give à Paris

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...

Markets were down but TAM still donate

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...

'Robos are coming nearer to the IFA market'

Advisers have been warned they are putting their businesses at risk if they do not invest in fending off robo-advisers.

My sweetest call: 5 wealth managers reveal top Q1 plays

‘Our top call in Q1 has been to retain our faith in quality managers through a period of increased volatility. Essentially, we took the view...

TAM Ethical and Virtuo Wealth welcome Impact Arts!

Impact Arts joins 5 other Scottish charities as chosen charity partners of the unique Scottish Charities IS Founded in 1994, Impact Arts is a community...

FinchTech - Top Asset Management Solution To Watch In 2018!

30 asset management software and solutions to watch in 2018.

TAM Ethical to present at the 2015 ACIE annual conference

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...

TAM Give More

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...

Will robo 3.0 threaten IFAs?

Lester Petch, CEO of non-advised investment platform FinchTech, looks at the impact of robo-platforms.

TAM Jump Starts January with Terrific Triple ISA Treat!

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

The BRICS: Which country should investors back for big returns?

In 2001 the acronym ‘BRIC’ was coined to refer to Brazil, Russia, India and China, which were all deemed to be at a similar stage...

Making use of investor donation schemes

STEPHANIE BARKWAY of TAM ASSET MANAGEMENT argues for charities to wake up to the concept of investor donation schemes run by wealth managers, and to...

TAM’s Innovative Two!

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...

Good Money Week 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)...

Referendum II? Six wealth managers' views on Brexit

No one can deny, the physical act of leaving the EU has caused the UK numerous, and arguably avoidable, headaches. Moving from one of the...

FinchTech – the new non-advised robo adviser

Advertised as the “white label robo adviser for financial advisers”, TAM have developed FinchTech: a fully digital non-advised investment solution to enable financial advisers to...

TAM’s One Two Three

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...

Financial Planner fights back against robo-advice

Financial Planning firm Symphony is to launch a free, non-advised digital investment management service to compete with robo-advice competitors.

Symphony first to white-label FinchTech’s new non-advised robo service

Financial planning practice Symphony said it is the first IFA to white-label a new, free, non-advised digital investment management service.

Boutique wealth firm unveils online investment service

City-based boutique TAM Asset Management has launched an online investment service and signed up its first IFA partner. The white-labelled proposition enables advisers to offer...

IFA targets lost RDR clients with white-label non-advised robo service

IFA Symphony is targeting 'dormant' clients lost through the Retail Distribution Review (RDR) by using a white-label version non-advised robo service, FinchTech, created by TAM...

IFA launches investment service for dormant clients

A financial advice firm has launched a digital investment management service for people shut out of traditional financial advice.

Financial planner Symphony launches robo-advice service to plug the gap between Nutmeg and the super-rich

Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to rival competitors such as...

When IFAs fight back against digital investment management

Lester Petch, the CEO of non-advised investment platform FinchTech, acknowledges the rise of the robo-adviser vs. the conventional IFA, and, in an exclusive interview for...

Busting the ethical investing myths

Nothing about socially responsible investing is incompatible with making money, argues FinchTech's Stephanie Sotiriou. Socially responsible or ethical investing is growing in popularity. Its central...

Revealed: Winners of the 10th Sustainable Investment Awards!

Investment Week is delighted to announce the winners for this year's awards,in categories including Best ESG Fund Management Group and Best New Entrant.

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

For all the hype around robo-advice, writes Lester Petch, it is worth asking whether it will truly revolutionise financial advice or simply entrench the market...

Office Spotlight: TAM Asset Management

Q&A with Lester Petch, CEO, TAM Asset Management, London.

Would you trust a robo-adviser with your money?

Is it time we cut out the human middleman completely and trusted our money to algorithms when investing? As a proposed solution to the lack...

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

Robo-advisers are a natural response to an age of sophisticated technology, fee compression, and regulation-mandated changes to IFA payment structures. But though these platforms aren’t...

Dispelling the myths about ethical investment

STEPHANIE SOTIRIOU, a senior analyst at investment firm TAM ETHICAL, counters the misconceptions about ethical investment as she explains itsrealities. Ethical investing, or socially responsible...

Wealth boutique to launch online investment service

TAM Asset Management is launching an online investment service designed to help IFAs cater for smaller and uneconomic clients. The firm’s Focus suite of four...

Who have advisers ranked as the most popular DFM?

Investec Wealth & Investment has been named as both the most popular and most preferred discretionary fund manager by advisers, up from fourth place last...

Which are the most popular DFMs with advisers?

The inaugural report from the research and ratings firm asked 272 financial advisers between December 2015 and January 2016 about their DFM usage and service...

Seven wealth managers' top Leicester City moments

Leicester city’s victory is being hailed as a total upset for the bookies, a 5000-1 triumph against the odds. I can only imagine in the...

DV Global tie-up targets expat market

International distribution company DV Global has partnered up with platform provider Novia Global and DFM TAM Asset Management as part of a formal launch of...

Where are the best new sustainable or ethical investment opportunities?

With ethics and responsible investing becoming a core part of many investors’ criteria, Investment Week asks which themes or stockpicks are standing out. We have...

Profile: TAM Asset Management’s CEO prepares for a quantum leap

TAM Asset Management may be a relatively small business, but chief executive Lester Petch has big ambitions and believes the firm is on the verge...

Brave new world: how 6 wealth firms have embraced technology

In this increasingly digital age, we asked wealth managers what investments they have been making in their business. 'Forget silicon valley. TAM Asset Management’s approach...

Alpha attack: 10 wealth managers reveal their best ideas

‘Well the first half of 2015 certainly hasn’t disappointed. Between Chinese equity bubbles, global rates volatility, Greek brinkmanship and ever increasing policy divergence the more...

Investment Committee: Christian Holland, TAM Asset Management

Investment Committee is a new online series following on from its success in the magazine. We choose five heads of research, CIOs or senior directors...

Heroes Cycle London to Paris With a £10,000 Goal

We’d like to thank those of you who dare to do exceptional things for the sake of others. Whether it’s at the Big Sleep Out...

TAM Ethical Dream Team Cycle to Paris

An eleven strong team of enthusiastic TAM Ethical employees donned their cycling gear earlier this month to cycle from London to Paris - no easy...

TAM Ethical’s “YOU GIVE, WE GIVE” Cycling Team raise funds for Impact Arts

This time last week, TAM's newly formed team of cyclists had embarked on a 3 day, 300 mile mission in the hope of raising vital...

Dream team conquer London to Paris

This month, a team of eight cyclists from asset management company TAM Ethical embarked on the 3-day, 300-mile mission of riding from London to Paris.The...

Where are the best new sustainable or ethical investment opportunities?

With ethics and responsible investing becoming a core part of many investors’ criteria, Investment Week asks which themes or stockpicks are standing out. We have...

Profile: TAM Asset Management’s CEO prepares for a quantum leap

TAM Asset Management may be a relatively small business, but chief executive Lester Petch has big ambitions and believes the firm is on the verge...

Brave new world: how 6 wealth firms have embraced technology

In this increasingly digital age, we asked wealth managers what investments they have been making in their business. 'Forget silicon valley. TAM Asset Management’s approach...

Alpha attack: 10 wealth managers reveal their best ideas

Well the first half of 2015 certainly hasn’t disappointed. Between Chinese equity bubbles, global rates volatility, Greek brinkmanship and ever increasing policy divergence the more...

Investment Committee: Christian Holland, TAM Asset Management

Investment Committee is a new online series following on from its success in the magazine. We choose five heads of research, CIOs or senior directors...

Heroes Cycle London to Paris With a £10,000 Goal

We’d like to thank those of you who dare to do exceptional things for the sake of others. Whether it’s at the Big Sleep Out...

TAM Ethical Dream Team Cycle to Paris

An eleven strong team of enthusiastic TAM Ethical employees donned their cycling gear earlier this month to cycle from London to Paris - no easy...

TAM Ethical’s “YOU GIVE, WE GIVE” Cycling Team raise funds for Impact Arts

This time last week, TAM's newly formed team of cyclists had embarked on a 3 day, 300 mile mission in the hope of raising vital...

Dream team conquer London to Paris

This month, a team of eight cyclists from asset management company TAM Ethical embarked on the 3-day, 300-mile mission of riding from London to Paris.The...

Investment Committee: Christian Holland, TAM Asset Management Citywire

Christian Holland of TAM Asset Management explains why cheap money is no substitute for sustainable earnings. Investment Committee is a new online series following on...

Positive change: Three weeks in Asia with TAM Asset Management

With Asia currently experiencing a regulatory overhaul, Lester Petch, chief executive at private wealth management firm Tam Asset Management, visited the region to see how...

Waiting for Yellen: why US interest rates are lingering near zero Citywire

With inflation in the US held back by the lower oil price, even a strengthening economy may not tempt the Fed to raise interest rates...

TAM Ethical donates nearly £4,000 via ‘You Give, We Give’ scheme International Adviser

TAM Asset Management’s socially responsible TAM Ethical portfolio has raised nearly £4,000 for charity through its ‘You Give, We Give’ scheme since launching in May...

Capacity Crunch for Auto-enrolment

The government’s attempt to turn us into a nation that saves for its future by enlisting the power of inertia is gathering momentum. Auto enrolment...

TAM Asset Management’s ‘You give, we give’ initiative

Giving to charity is something that we can all do, writes Suzie Bliss. But sometimes it isn’t convenient to stop on a busy street, get...

Rider profile with James Penny: Gearing up for the Nocturne cycle race

In the run-up to the Jupiter London Nocturne Cycle Race on 6 June, I will be profiling the four members of Citywire’s team who are...

TAM Ethical Launch No AMC ISA Offer

TAM Ethical have launched a brand new ISA offer for ethical investors. For every new ISA opened within the Ethical product range between 1st January...

TAM Ethical, the London-based investment management firm, has launched a new ISA offer for ethical investors.

For every new ISA opened within the Ethical product range between January 1 2015 and January 5 2016 investors won’t have to pay an annual...

PGGM and Legal & General in €500m ESG-heavy real estate tie

Legal & General Capital and Dutch pension fund manager PGGM have launched a London office joint venture partnership with a focus on impact investment. The...

TAM Ethical launches 'Ethical ISA' offer

Company promises to waive annual 0.4 per cent annual management fee. Savers wishing to place their money in a bank that will shield their investments...

Investing beyond ethical? 

Last week marked the first Good Money Week, a rebrand of National Ethical Investment Week. Some people in the industry wondered if the change indicated...

Tam Asset Management launches auto enrolment solution FT Adviser

Members will be free to switch between risk profiles as they see fit. Discretionary asset manager Tam Asset Management has launched an investment solution designed...

SIPPs: Socially responsible, fee ‘free’ SIPP launched Investment Sense

Any thoughts that innovation in the SIPP (Self‐Invested Personal Pension) market is dead, have been put to rest by the launch of a new socially...

Asset Allocation: Why TAM Asset Management is steering clear of emerging market funds Money Marketing

TAM Asset Management is steering clear of emerging market funds and instead looking to strategic bond funds to offer “dynamic” active management. Senior investment manager...

Why investors need to consider the wider possibilities of SRI Investment Week

Christian Holland, senior investment manager at TAM Asset Management, says the 30% tax relief for SRI and ethical investing announced in the Budget is a...

You give we give: Capability Scotland to benefit from Scottish Charity ISA Capability Scotland

Capability Scotland is one of the charity partners set to benefit from an innovative new scheme which enables Scottish investors to donate income from their...

'You give, we give' charity Isa offers unique investment

Scottish investors are being offered a unique opportunity to use their Isa saving to benefit charities of their choice in a 'you give, we give'...

Invest in us and make a difference MENINGITISNOW

Here’s a new way you can choose to support us. We have been selected to join the list of recommended charities by TAM Asset Management,...

London & Colonial has teamed up with TAM Asset Management to provide investors with a socially responsible pension strategy and charitable donation scheme

The investments, made available TAM Asset Management's risk-rated socially responsible portfolios, can be accessed through London & Colonial's SIPP, QROPs and QNUPs. The investments are...

London & Colonial adds Tam to DFM panel FT Adviser

London & Colonial has added Tam Asset Management to its panel of discretionary fund managers as it continues to augment the number of DFMs it...

Experience says now is not the time to invest in Asia Portfolio Adviser

Avoiding an impersonal, tick-box mentality is key to TAM's fund picking while experience in managing money in Asia has taught the team that now is...

Tam predicts ethical as the next big things for pensions FT Adviser

Discretionary manager believes auto-enrolment will increase demand for socially responsible pension solutions. A discretionary manager has predicted significant growth in demand for socially responsible investing...

Tam Asset Management plans SRI pension FT Adviser

Portfolios will be piloted in December and will be available through all major pension wrappers, chief executive says. Tam Asset Management is to launch a...

Product review: Tam Asset Management ethical portfolios FT Adviser

A ‘you give, we give' philosophy for charitable donations adds a new dimension for this ethical investment. Discretionary manager Tam Asset Management has launched a...

IFA to back ethical AE competitor

Virtuo Wealth Management hopes to plug a gap in the auto-enrolment marketplace with new pension. Virtuo Wealth Management, an IFA firm specialising in ethical investment,...

You Give We Give: hope of charities revolution The Times

From a small office on the edge of Leith, a ground-breaking new money-raising scheme has been devised which, its founders hope, could revolutionise charitable giving...

Putting ethics at the heart of advice

Virtuo Financial Services was founded when Scott Murray decided to specialise in ethical investing. If you hear an adviser talk about a major shift in...

Tam AM model portfolios outperform in year to date FT Adviser

Company expects benchmark outperformance to continue in fourth quarter.Discretionary investment manager Tam Asset Management has outperformed benchmarks for all four of its Tam Focus model...

IFA launches ethical portfolios which donate portion of AMC New Model Adviser

Edinburgh-based ethical advice firm Virtuo Wealth Management has teamed up with TAM Asset Management to launch a range of socially responsible model portfolios, which will...

TAM Asset Management becomes a member of the UK Sustainable Investment and Finance Association UK Sustainable Investment and Finance Association (UKSIF)

UKSIF is delighted to welcome TAM Ethical/TAM Asset Management an ethical and charitable investment group. The UK Sustainable Investment and Finance Association (UKSIF) is the...

TAM Asset Management launches range of ethical portfolios

The discretionary investment manager TAM Asset Management is launching a range of ethical portfolios which allows investors a unique opportunity to donate to their favoured...

Firing Line: Lester Petch

Lester Petch, chief executive for Tam Asset Management, talks to Melanie Tringham about the road to setting up a value for money discretionary management service...

Trading positions

Money Management brought together a group of experts operating in the UK structured products market to discuss the merits of using such instruments within a...

Investors panicked into buying gilts, says TAM

Investment manager claims investors are so nervous about current economic climate that they are counter-intuitively buying UK gilts, despite guaranteed negative real returns. Investors have...

5 Reasons Robo-Advisors May Not Make The Grade

Robo-advice has become one of the more popular and prominent financial technology innovations of the last few years, and it’s easy to see why. However,...

50 shades of green

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,...

10 minutes with James Penny

We're excited to release a brand new Portfolio Adviser "10 minutes with..." video! Our very own, Head of Fund Selector Relationships Georgina W. speaks with...