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Press Releases

  • 28th September 2016
    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

    Management Awards.


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  • 28th May 2014
    IFAs REPORT INCREASED INTEREST IN ETHICAL & SRI - Investment coupled with charitable giving the way forward

    Discretionary fund manager TAM Ethical and Standard Life Investments co-hosted a seminar for IFAs at the City of London’s Gherkin building marking the formal launch of TAM  Ethical’s “You Give, We Give” scheme, this week attended by some 35 IFAs.

    Lester Petch, CEO of TAM Ethical foresees a revolution in the way investors can donate to their favoured charities from a portfolio of socially responsible investments, be they ISAs, pensions, multi-manager or low cost model portfolios.

    The “You Give, We Give” scheme forms part of the firm’s TAM Ethical product.  Anyone investing in TAM Ethical can choose to give a percentage of any annual profit made by their individual portfolio to a charity, under the “You Give, We Give” scheme.  In an innovative move TAM will match the percentage given with the same percentage from its management fee. 

    Two of the charities that are benefiting from “You Give, We Give” also outlined the importance of the scheme:

    Jules Payne, Chief Executive of HEART UK – the Cholesterol Charity, which aims to raise awareness of the dangers of high cholesterol and cardiovascular disease said:  “We are absolutely thrilled to be chosen as one of the partner charities for “You Give, We Give”.  We are a small charity with a big heart and welcome any new fundraising initiatives. This is a fabulous initiative giving people the opportunity to invest in an ethical way and donate if they so wish.”

    This view was echoed by John Milton of the Archway Project, also a small charity which helps rehabilitate young offenders in deprived Thamesmead, which has some of the highest crime rates in the country. The project, which is dependent on private funding, provides an environment in which offenders are taught to read and write, learn practical skills and make a fresh start away from gang cultures. It costs the tax payer £170,000 per annum to keep a young person in a young offenders’ institution, he noted.

    ENDS


    NOTES TO EDITORS – About TAM Asset Management

    1. TAM Ethical is the trading name of TAM Asset Management Ltd who is authorised and regulated by the Financial Conduct Authority.

    2. TAM Asset Management is a product provider of discretionary investment management services and offers these products through professional financial advisers. The company can trace its roots back to 1938, from its humble beginnings as a stock broking firm in the City of London to becoming the discretionary asset management division of one of Europe’s largest financial services firms.  Today, TAM majority owned by its management is committed to preserving the values of innovation, honesty and client service which has allowed it to build its reputation as a fully transparent, high service provider of discretionary portfolio services.

    3. TAM Ethical model portfolios are available in five risk-graded variants; Defensive, Cautious, Balanced, Growth and Adventurous Growth.

    4. TAM Ethical subscribes to the “You Give, We Give” scheme to allow investors the option of donating a percentage of their annual gain to a charity of their choice.  Uniquely TAM Ethical will donate an equal percentage from their annual management fee to the same charity.

    5. TAM Ethical is a member of is a member of the sustainable investment and finance association (UKSIF)

    6. The TAM Ethical Website can be found at:  www.tamethical.com

    7. For further information please contact:

    Lester Petch, TAM Chief Executive, 

    Telephone:  +44 (0)20 7549 7650

    Email:   lester.petch@tamassetmanagement.com


    Allan Noel-Baker, CityRoad Communications

    Telephone: +44 (0)20 7248 8010

    Email: anoelbaker@cityroad.uk.com

     


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  • 30th January 2014
    TAM Unveils Charities for Scotland ISA

     

    TAM Asset Management (“TAM”) in conjunction with Virtuo Wealth is pioneering the UK's first ISA directly linked to multiple charities in Scotland.  A number of Partner charities in Scotland are in a position to benefit from the innovative You Give We Give, partnership in charitable giving.

    The Charities for Scotland ISA is part of the discussion at an information event taking place in the Scottish Parliament building on Thursday January 30 sponsored by Chic Brodie MSP to an audience of IFAs, Charities, Clients and Fund Managers.

    Partner Charities in Scotland initially on this project will be Yorkhill, 500 Miles, Capability Scotland, Cyrenians and Bethany Trust. Among those speaking at the event in the Scottish Parliament building are Mark Appleby SR Investment Manager of Alliance Trust and Ryan Smith, Head of Corporate Governance and Ethical Research at Kames Capital.

    Lester Petch, TAM Chief Executive, said: “The development of our successful 'You Give, We give' initiative, giving investors the ability to donate to their favourite charity from their portfolio's profits, has taken one further step with the launch of an ISA initiative linked to  Scottish charitable giving. We found there was a need for an innovative product for the regular saver who equally may wish to give to charity”.

    Scott Murray, Managing Director Virtuo Wealth “Working with TAM over the past months we have worked hard to create real innovation in an ethical and socially responsible investment for Scotland’s charitable sector. The Charities for Scotland ISA is the result”.

    Savers can choose to donate a percentage of their annual net profits made within their ISA to their nominated charity. TAM under its You Give We Give initiative then will add the same percentage donated of its annual management charge.

    ENDS 

    NOTES TO EDITORS – About TAM Asset Management

    1. TAM Ethical is the trading name of TAM Asset Management Ltd who is authorised and regulated by the Financial Conduct Authority.
    2. TAM Asset Management is a product provider of discretionary investment management services and offers these products through professional financial advisers. The company can trace its roots back to 1938, from its humble beginnings as a stock broking firm in the City of London to becoming the discretionary asset management division of one of Europe’s largest financial services firms.  Today, TAM majority owned by its management is committed to preserving the values of innovation, honesty and client service which has allowed it to build its reputation as a fully transparent, high service provider of discretionary portfolio services.
    3. TAM Ethical model portfolios are available in five risk-graded variants; Defensive, Cautious, Balanced, Growth and Adventurous Growth.
    4. TAM Ethical subscribes to the “You Give, We Give” scheme to allow investors the option of donating a percentage of their annual gain to a charity of their choice.   Uniquely TAM Ethical will donate an equal percentage from their annual management fee to the same charity.
    5. TAM Ethical is a member of is a member of the sustainable investment and finance association (UKSIF)
    6. The TAM Ethical Website can be found at:  www.tamethical.com
    7. For further information please contact:

    Lester Petch, TAM Chief Executive

    Telephone:  +44 (0)20 7549 7650

    Email:   lester.petch@tamassetmanagement.com

    Allan Noel-Baker,  CityRoad Communications

    Telephone: +44 (0)20 7248 8010

    Email: anoelbaker@cityroad.uk.com

     

     

     

     

     

     


     


    Read the full release
  • 10th January 2014
    London & Colonial adds Tam to DFM panel

    London & Colonial adds to panel following new product launches.

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

    Last year, the London & Colonial group launched multi- platform versions of its self invested personal pension and open annuity products, as well as its more recently launched qualifying recognised overseas pension scheme offering, The International Open Pension.

    To complement these new products, as well as increase the levels of client choice, the firm has worked to increase the number of discretionary fund managers it offers.

    Adam Wrench, head of product and business development at London & Colonial, said: “With a multi-manager approach which utilises a variety of specialist managers across the various investment disciplines, combined with an investment process derived through many years of experience and which fully integrates clients’ assets whilst still remaining conscious of their investment risk parameters, we are delighted to be able to offer them as the latest addition to our DFM panel.”

    Tam Asset Management’s services are currently available across the whole of the London & Colonial product range of Qrops, Sipps, open annuity and small self administered schemes including the multi-platform offerings

    By Donia O'Loughlin

     

    Link to original article: 

    http://www.ftadviser.com/2014/01/10/investments/discretionary-management/london-colonial-adds-tam-to-dfm-panel-mpfGEpDxhMW1oYWJX16TpI/article.html

     

     

     


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  • 9th September 2013
    CENTUM: AN AUTO‐ENROLMENT INVESTMENT SOLUTION FROM TAM

    TAM Asset Management, the discretionary investment manager, has launched CENTUM, an investment solution specifically designed for regular contributions in workplace pension schemes. It offers a range of risk‐profiled portfolios. CENTUM has been created in response to the ongoing changes in pension legislation, notably the demand for auto enrolment products, as well as competition to the more traditional single solution offering.

     

    CENTUM offers four distinct risk profiles and scheme members are free to choose their own risk profile and move between them whenever they wish. Even though monthly contributions may be small, each member has transparency on the investments held within the scheme.

     

    The portfolios will be managed on TAM's innovative platform which allows for instant valuations, performance information and management reporting with asset exposure analysis and transactional reporting. Charges are competitive in the work place pensions market with an ongoing annual management charge of only 0.6% per annum.

     

    TAM launched its own staff pension scheme earlier this year using CENTUM.

     

    Len Oram, Chief Operating Officer at TAM said: “Given the present relevance of workplace pensions we are seeing accelerating demand. CENTUM offers exceptional transparency to all scheme members in the build process of a pension and we were looking to offer something different to the market.

     

    TAM Chief Executive, Lester Petch, said: “Our CENTUM product offers one of the most cost effective and flexible investment solutions for workplace pension schemes. It allows for broadly diversified investments and uniquely, we offer comprehensive online reporting via our platform to all members – the employer, scheme administrator and the individual employee, who can track the the value and the performance of their own portfolios, 24 hours a day.

     

    “Add in our competitive and low‐cost charging structure specifically designed to have less impact on the performance of portfolios and you have, we believe, a market leading product”.

     

    TAM plans to launch a version of CENTUM for the offshore market.

     

    For further information:

    Lester Petch, Chief Executive

    TAM Asset Management 020 7549 7650

     

    Paul Quade/Allan Noel‐Baker

    CityRoad Communications 020 7248 8010


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