In the Press

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...

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WATERSHED MOMENT

WATERSHED MOMENT

ESG Clarity
September 2020

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...

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Are you ready for a second lockdown?

Are you ready for a second lockdown?

FEIFA
3rd September 2020

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,...

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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!

17th August 2020

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...

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TAM 10 - COVID 0!

TAM 10 - COVID 0!

11 August 2020

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...

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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...

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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...

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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,...

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FEIFA partners with TAM Asset Management in ESG drive

FEIFA partners with TAM Asset Management in ESG drive

Internationalinvestment
16th July 2020

"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...

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

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

Moneyfacts
5th June 2020

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

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10 minutes with James Penny

10 minutes with James Penny

Portfolio Adviser
5th June 2020

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...

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Tech Roundtable - The lessons of dotcom 20 years on

Tech Roundtable - The lessons of dotcom 20 years on

WEALTH MANAGER
10th February 2020

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

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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...

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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...

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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...

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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 Is your approach to investment...

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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...

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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...

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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...

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Frightened of investing? Don't be!

Frightened of investing? Don't be!

EASTERN DAILY PRESS
16th August 2019

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...

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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...

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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. In Neil Woodford's case, that process...

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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. Many of us find...

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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. In Neil Woodford's case, that process...

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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...

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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...

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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...

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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). The prestigious awards,...

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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. Our portfolios can...

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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...

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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...

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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: Best Discretionary Fund Manager Best Model Portfolio Service Best Client...

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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...

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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'...

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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...

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Why managing your investments is crucial

Why managing your investments is crucial

Eastern Daily Press 1st February 2019

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

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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...

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How Amazon is recycling old ideas to boost business

How Amazon is recycling old ideas to boost business

Eastern Daily Press 18th January 2019

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...

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Greenfinch has flown the nest!

Greenfinch has flown the nest!

16th April 2018

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,...

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Robo resistance: how IFAs can fight back

Robo resistance: how IFAs can fight back

Financial Reporter 24th January 2019

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...

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Employee benefits – what is important to you?

Employee benefits – what is important to you?

Eastern Daily Press 11th January 2019

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

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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...

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How to compete with the robos

How to compete with the robos

12th April 2018

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...

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 Why low-risk investments are in demand

Why low-risk investments are in demand

Eastern Daily Press 4th January 2019

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

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

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

Eastern Daily Press 28th December 2018

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

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Three advantages IFAs have over robo-advisors

Three advantages IFAs have over robo-advisors

12th April 2018

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....

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Combining all that is best in ISAs and SIPPs

Combining all that is best in ISAs and SIPPs

Eastern Daily Press 21st December 2018

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

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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...

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Don't let your clients lose their ISA allowance

Don't let your clients lose their ISA allowance

5th March 2018

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...

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It’s time for advisers to fight back

It’s time for advisers to fight back

FT Adviser 19th December 2018

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

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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...

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Investing to #FightEB

Investing to #FightEB

DEBRA 19th December 2018

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

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Revealed: Finalists for the Professional Adviser Awards 2019

Revealed: Finalists for the Professional Adviser Awards 2019

Professional Adviser 6th December 2018

Professional Adviser Awards 2019 - Finalists & Winners

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TAM's Double Award Win!

TAM's Double Award Win!

6th November 2017

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

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Does political uncertainty make investors cautious?

Does political uncertainty make investors cautious?

Eastern Daily Press 6th December 2018

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

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

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

17th November 2017

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...

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Give and gain: charitable investments that benefit Yorkshire Air Ambulance

Give and gain: charitable investments that benefit Yorkshire Air Ambulance

Yorkshire Air Ambulance 4th December 2018

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

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

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

6th September 2017

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...

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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...

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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 9th November 2018

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...

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How to keep hold of more of your money

How to keep hold of more of your money

Eastern Daily Press 23rd November 2018

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...

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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...

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

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

Financial Planning Today 7th November 2018

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

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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...

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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...

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Budget 2018: 10 wealth managers' predictions

Budget 2018: 10 wealth managers' predictions

Wealth Manager 24th October 2018

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

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Global sell-off rocks capital markets

Global sell-off rocks capital markets

Global Capital 11th October 2018

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

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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...

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Financial planning: how to avoid mistakes

Financial planning: how to avoid mistakes

Eastern Daily Press 5th October 2018

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

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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...

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MPS Investment Committee: James Penny, TAM Asset Management

MPS Investment Committee: James Penny, TAM Asset Management

Wealth Manager 28th September 2018

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...

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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...

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Come and say hello at the Muslim Lifestyle Expo!

Come and say hello at the Muslim Lifestyle Expo!

28th October 2016

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...

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No let-up for EM as FOMC hikes

No let-up for EM as FOMC hikes

Global Capital 27th September 2018

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...

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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 Manager Awards....

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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...

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 The point of impact

The point of impact

Adviser Hub 20th September 2018

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How much bite do Faang stocks have?

How much bite do Faang stocks have?

FT Adviser 19th September 2018

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....

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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...

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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 would like...

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TAM Group signs $200 million deal with international advisor VFS

TAM Group signs $200 million deal with international advisor VFS

Global Banking and Finance Review 14th September 2018

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...

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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...

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TAM wins key $200 million discretionary mandate

TAM wins key $200 million discretionary mandate

Wealth Manager 13th September 2018

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

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

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

SPEAR'S 23rd August 2018

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,...

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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...

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

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

Alzheimer's Research UK 22nd August

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...

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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...

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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...

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 MoneyAge Awards 2018 Shortlist Revealed!

MoneyAge Awards 2018 Shortlist Revealed!

MoneyAge Awards 13th August 2018

Shortlist 2018

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Robo platform lands IFA partnerships through white label strategy

Robo platform lands IFA partnerships through white label strategy

AltFi 1st August 2018

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’...

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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. A Happy New Year to one and all. You may...

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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...

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The perfect human

The perfect human

International Adviser Magazine July/August 2018

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...

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Advisers need to fight back against robo adviser threat

Advisers need to fight back against robo adviser threat

Financial Planning Today 20th July 2018

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...

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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...

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TAM Finalists in Award for Innovation

TAM Finalists in Award for Innovation

21st October 2015

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...

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Why SRI is one area where new launches are encouraged

Why SRI is one area where new launches are encouraged

Wealth Manager 19th July 2018

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...

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TAM Take Home Innovation Award

TAM Take Home Innovation Award

19th November 2015

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

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Message from the CEO

Message from the CEO

26th August 2015

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....

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MPS Investment Committee: James Penny, TAM Asset Management

MPS Investment Committee: James Penny, TAM Asset Management

Wealth Manager 19th July 2018

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

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Alzheimer’s Research UK partners with new investment platform

Alzheimer’s Research UK partners with new investment platform

Alzheimer's Research UK 13th July

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...

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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...

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Robo advice market set for shake-up

Robo advice market set for shake-up

FStech 5th July 2018

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...

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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...

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Online investment platform adds charity partners

Online investment platform adds charity partners

Charity Digital News 29th June 2018

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

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Investment Life & Pensions Moneyfacts Awards 2018 finalists revealed

Investment Life & Pensions Moneyfacts Awards 2018 finalists revealed

Moneyfacts Group 25th June 2018

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

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A bright future for fintech

A bright future for fintech

NatWest June 2018

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.

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Dream Team Conquer Paris to London

Dream Team Conquer Paris to London

9th May 2015

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...

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Wealth boutique signs up two IFAs to online service

Wealth boutique signs up two IFAs to online service

Wealth Manager 14th May 2018

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

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You Give We Give à Paris

You Give We Give à Paris

8th May 2015

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...

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New Wealth Management Service Launched

New Wealth Management Service Launched

Willow 3rd May 2018

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...

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You Give We Give à Paris

You Give We Give à Paris

7th May 2015

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...

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New partnership allows investors to raise money for Bobath

New partnership allows investors to raise money for Bobath

Bobath Scotland 27th April 2018

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...

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You Give We Give à Paris

You Give We Give à Paris

30th April 2015

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...

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

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

UK Fundraising 18th April 2018

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,...

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You Give We Give à Paris

You Give We Give à Paris

23rd April 2015

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...

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

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

Professional Adviser 16th April 2018

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...

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You Give We Give à Paris

You Give We Give à Paris

9th April 2015

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...

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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...

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'Robos are coming nearer to the IFA market'

'Robos are coming nearer to the IFA market'

FT Adviser 12th April 2018

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

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My sweetest call: 5 wealth managers reveal top Q1 plays

My sweetest call: 5 wealth managers reveal top Q1 plays

Wealth Manager 29th March 2018

‘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...

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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 IS Founded in 1994, Impact Arts is a community...

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FinchTech - Top Asset Management Solution To Watch In 2018!

FinchTech - Top Asset Management Solution To Watch In 2018!

Bobs Guide March 2018

30 asset management software and solutions to watch in 2018.

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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...

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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...

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Will robo 3.0 threaten IFAs?

Will robo 3.0 threaten IFAs?

IFA Magazine 23rd March 2018

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

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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 For every new ISA opened within...

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

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

Money Observer 9th March 2018

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...

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Making use of investor donation schemes

Making use of investor donation schemes

Charities Management 16 February 2018

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...

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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...

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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)...

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Referendum II? Six wealth managers' views on Brexit

Referendum II? Six wealth managers' views on Brexit

Wealth Manager 8 February 2018

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...

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FinchTech – the new non-advised robo adviser

FinchTech – the new non-advised robo adviser

Digital Wealth News 18 January 2018

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...

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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...

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Financial Planner fights back against robo-advice

Financial Planner fights back against robo-advice

Financial Planning Today 18 January 2018

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

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

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

IFA Magazine 18 January 2018

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

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Boutique wealth firm unveils online investment service

Boutique wealth firm unveils online investment service

Wealth Manager 18 January 2018

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...

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

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

Professional Adviser 18 January 2018

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...

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IFA launches investment service for dormant clients

IFA launches investment service for dormant clients

FT Adviser 18 January 2018

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

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

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

City A.M. 18 January 2018

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...

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When IFAs fight back against digital investment management

When IFAs fight back against digital investment management

What Investment Magazine 2 January 2018

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...

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Busting the ethical investing myths

Busting the ethical investing myths

Business Green 30th November 2017

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...

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Revealed: Winners of the 10th Sustainable Investment Awards!

Revealed: Winners of the 10th Sustainable Investment Awards!

Investment Week 20th November 2017

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.

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

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

Professional Adviser 1st November 2017

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...

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Office Spotlight: TAM Asset Management

Office Spotlight: TAM Asset Management

Wealth Manager 16th October 2017

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

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Would you trust a robo-adviser with your money?

Would you trust a robo-adviser with your money?

Covered Mag 3rd October 2017

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...

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

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

Fund Strategy 17th August 2017

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...

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Dispelling the myths about ethical investment

Dispelling the myths about ethical investment

Charities Management 12th July 2017

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...

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Wealth boutique to launch online investment service

Wealth boutique to launch online investment service

Wealth Manager 22nd May 2017

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...

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 Who have advisers ranked as the most popular DFM?

Who have advisers ranked as the most popular DFM?

Investment Week 11st May 2017

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

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Which are the most popular DFMs with advisers?

Which are the most popular DFMs with advisers?

Investment Week 14th June 2016

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...

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Seven wealth managers' top Leicester City moments

Seven wealth managers' top Leicester City moments

Citywire 16th May 2016

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...

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DV Global tie-up targets expat market

DV Global tie-up targets expat market

International Adviser 26th January 2016

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...

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Where are the best new sustainable or ethical investment opportunities?

Where are the best new sustainable or ethical investment opportunities?

INVESTMENT WEEK 21st October 2015

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...

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

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

Wealth Manager 4th September 2015

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...

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Brave new world: how 6 wealth firms have embraced technology

Brave new world: how 6 wealth firms have embraced technology

Wealth Manager 26th August 2015

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...

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 Alpha attack: 10 wealth managers reveal their best ideas

Alpha attack: 10 wealth managers reveal their best ideas

Wealth Manager 15th July 2015

‘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...

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Investment Committee: Christian Holland, TAM Asset Management

Investment Committee: Christian Holland, TAM Asset Management

Wealth Manager 11th June 2015

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...

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

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

Bethany Christian Trust 28th May 2015

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...

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 TAM Ethical Dream Team Cycle to Paris

TAM Ethical Dream Team Cycle to Paris

Capability Scotland 28th May 2015

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

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

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

Impact Arts 22nd May 2015

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...

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Dream team conquer London to Paris

Dream team conquer London to Paris

meningitisnow 21st May 2015

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...

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Where are the best new sustainable or ethical investment opportunities?

Where are the best new sustainable or ethical investment opportunities?

INVESTMENT WEEK 21st October 2015

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...

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

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

Wealth Manager 4th September 2015

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...

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Brave new world: how 6 wealth firms have embraced technology

Brave new world: how 6 wealth firms have embraced technology

Wealth Manager 26th August 2015

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...

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Alpha attack: 10 wealth managers reveal their best ideas

Alpha attack: 10 wealth managers reveal their best ideas

Wealth Manager 15th July 2015

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...

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Investment Committee: Christian Holland, TAM Asset Management

Investment Committee: Christian Holland, TAM Asset Management

Wealth Manager 11th June 2015

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...

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

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

Bethany Christian Trust 28th May 2015

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...

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TAM Ethical Dream Team Cycle to Paris

TAM Ethical Dream Team Cycle to Paris

Capability Scotland 28th May 2015

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

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

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

Impact Arts 22nd May 2015

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...

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Dream team conquer London to Paris

Dream team conquer London to Paris

meningitisnow 21st May 2015

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...

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Investment Committee: Christian Holland, TAM Asset Management Citywire

Investment Committee: Christian Holland, TAM Asset Management Citywire

7th May 2015

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...

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Positive change: Three weeks in Asia with TAM Asset Management

Positive change: Three weeks in Asia with TAM Asset Management

International Adviser 30th April 2015

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...

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

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

27th April 2015

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...

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

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

20th April 2015

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...

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Capacity Crunch for Auto-enrolment

Capacity Crunch for Auto-enrolment

The Herald - The Business Herald pages 15-17 16th April 2015

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...

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

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

Citywire 2nd April 2015

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...

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

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

Citywire 12th March 2015

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...

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TAM Ethical Launch No AMC ISA Offer

TAM Ethical Launch No AMC ISA Offer

UKSIF 10th February 2015

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...

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

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

Responsible Investor 30th January 2015

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...

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

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

Responsible Investor 30th January 2015

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

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TAM Ethical launches 'Ethical ISA' offer

TAM Ethical launches 'Ethical ISA' offer

businessGreen 26th January 2015

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...

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Investing beyond ethical? 

Investing beyond ethical? 

Money Marketing 30th October 2014

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...

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Tam Asset Management launches auto enrolment solution FT Adviser

Tam Asset Management launches auto enrolment solution FT Adviser

5th September 2013

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...

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

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

16th June 2014

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...

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

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

12th June 2014

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...

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

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

25th March 2014

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...

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

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

6th February 2014

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...

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

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

heraldscotland 1st February 2014

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'...

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Invest in us and make a difference MENINGITISNOW

Invest in us and make a difference MENINGITISNOW

30th January 2014

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,...

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

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

Professional Adviser 15th January 2014

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...

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London & Colonial adds Tam to DFM panel FT Adviser

London & Colonial adds Tam to DFM panel FT Adviser

10th January 2014

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

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

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

27th December 2013

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...

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

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

8th November 2013

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...

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Tam Asset Management plans SRI pension FT Adviser

Tam Asset Management plans SRI pension FT Adviser

5th November 2013

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...

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Product review: Tam Asset Management ethical portfolios FT Adviser

Product review: Tam Asset Management ethical portfolios FT Adviser

4th November 2013

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...

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IFA to back ethical AE competitor

IFA to back ethical AE competitor

FT Adviser 11 October 2013

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,...

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You Give We Give: hope of charities revolution The Times

You Give We Give: hope of charities revolution The Times

14th October 2013

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...

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Putting ethics at the heart of advice

Putting ethics at the heart of advice

Publication:FT Adviser 11th October 2013

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...

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Tam AM model portfolios outperform in year to date FT Adviser

Tam AM model portfolios outperform in year to date FT Adviser

10th October 2013

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...

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

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

7th October 2013

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...

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

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

30th September 2013

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...

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TAM Asset Management launches range of ethical portfolios

TAM Asset Management launches range of ethical portfolios

The Charity Times 23rd September 2013

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...

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Firing Line: Lester Petch

Firing Line: Lester Petch

FT Advisor 2nd November 2011

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...

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Trading positions

Trading positions

FT Adviser 25th September 2011

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...

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Investors panicked into buying gilts, says TAM

Investors panicked into buying gilts, says TAM

FT Adviser 1st September 2011

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...

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 5 Reasons Robo-Advisors May Not Make The Grade

5 Reasons Robo-Advisors May Not Make The Grade

FINANCEMONTHLY 8th August 2017

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,...

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