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Discretionary Portfolio Service
Personalised portfolios actively managed by our expert investment team.
Professional investment management within a tailored risk framework
Our discretionary portfolio service provides an actively managed investment solution tailored to individual client goals, risk profiles and personal circumstances.
We manage portfolios within an agreed mandate so you can focus on advice, client objectives, and overall financial planning.
Our solutions are designed to support advisers who want a disciplined, professionally administered portfolio service, complete with transparent reporting and ongoing oversight.
Discretionary Portfolio Service Brochure
A concise overview of how our discretionary service
works with adviser practices in real-world scenarios
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
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
