Our discretionary portfolio service delivers a high-touch, actively managed investment solution for clients requiring tailored strategies within a proven investment framework. From income-seeking retirees to globally mobile professionals, our discretionary solutions are crafted to align with each client’s goals, risk profile and personal circumstances.
Key Features
Fully delegated portfolio management under clear mandate
Active asset allocation and fund selection by TAM's team
Flexibility for income, ethical screens, currency exposure or tax optimisation
Secure 24/7 online reporting and performance tracking
Compliant with local and international regulatory standards
Ideal for
Clients needing ongoing risk management and strategic adjustments
Those using wrappers (pensions, trusts, bonds, ISAs)
Advisers seeking efficient and compliant portfolio outsourcing
Why Use TAM Discretionary?
Reduces adviser workload while improving client engagement
Maintains full transparency and oversight via comprehensive reporting
Delivers a cost-effective, professional and consistent investment service