Partnered Investment Solutions for Financial Advisers

Delegate portfolio management while maintaining full control, transparency, and client focus.

Why Work with TAM?

At TAM, we empower advisers to scale their practices by outsourcing discretionary investment services without compromising on transparency, compliance, or client engagement.

Key Advantages

Fully Discretionary, Adviser-Led: You set the client mandate—TAM handles proactive investing and daily management.

Brandable Whitelabeling: All client materials, portal access, and reporting can be fully branded with your identity.

Transparent Online Access: Clients and advisers access live valuations, performance metrics, and portfolio breakdowns 24/7.

Comprehensive Reporting: Downloadable investment reviews, risk reports, and regulatory documentation when you need them.

Flexible Portfolio Choices: From Model Portfolios and Discretionary mandates to bespoke solutions—covering income, ESG, Sharia, or multi-currency needs.

Scalable Business Growth: Free up your time to win new clients and nurture relationships—while we handle day-to-day investment operations.

Our Adviser-Focused Services

1. Model Portfolio Service (MPS)

What You Get:

  • Pre-built portfolios spanning key themes: Active, Sustainable World, Income and Sharia-compliant.
  • Seven risk tiers from Defensive to Adventurous each available in GBP, USD, and EUR.
  • Expert management with disciplined rebalancing and oversight.
  • Whitelabel ready with your firm’s branding.
Adviser Benefits:
  • Fast deployment across multiple clients.
  • Reduced operational lift—no need to manage daily positioning.
  • Full transparency with real-time access and branding control.

 

2. Discretionary Portfolio Management

What You Get:

  • Fully delegated portfolios managed within client-specific mandates.
  • Tactical asset shifts, income strategies, and tax-aware structuring.
  • Daily oversight by our investment team.
  • Secure portal access and brandable reporting.
Adviser Benefits:
  • Deliver personalised solutions without the management overhead.
  • Full control over risk levels, income distribution, and ethical constraints.
  • Frictionless integration—TAM handles compliance, trading, and communications.

 

3. Bespoke Investment Solutions

What You Get:

  • Tailored portfolios or model suites built to fit complex client needs.
  • Integrated ESG, currency hedging, tax wrappers, or concentration limits.
  • Collaborative design process with advisers, trustees, or family offices.
  • Custom reporting formats, dashboards, and document packs.
Adviser Benefits:
  • Offer high-touch, tailored solutions to enhance your firm’s proposition.
  • Maintain adviser-client relationship while outsourcing portfolio management.
  • Provide institutional-grade governance and oversight to your clients.

 

How it Works

  • 1
    Initial Engagement

    Share a brief outline of client needs and risk profile

  • 2
    Proposal & Mandate

    Receive a brandable investment proposal and secure mandate documentation.

  • 3
    Onboarding

    Set up client portal access and initiate portfolio deployment.

  • 4
    Ongoing Management

    Regular rebalancing, risk monitoring, and tactical positioning by TAM.

  • 5
    Reporting & Reviews

    Download portfolio statements, periodic reviews, & compliance reports on demand.

Adviser-Centric Features

FEATURE BENEFIT
Whitelabel Branding Keep client-facing materials under your own brand
Live Online Access 24/7 transparency and real-time insights
Full Compliance Back-Office KYC, reporting, audits—handled by TAM
Multi-Currency Flexibility Seamless GBP, USD, EUR handling
Dedicated Adviser Support Named relationship manager for queries & reviews
Elevate your advisory proposition with TAM’s investment solutions:
Explore our Model Portfolio Service | Request a Discretionary Portfolio Proposal | Book a Bespoke Strategy Consultation