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Partnered Investment Solutions for Financial Advisers
Delegate portfolio management while maintaining full control, transparency, and client focus.
Discretionary investment management that supports your advice
We work with financial advisers who want a clear and disciplined investment framework behind their client recommendations.
Our role is to manage portfolios within defined risk parameters. Your role is to advise clients and maintain the client relationship. That separation of responsibility sits at the core of how we work.
Our model portfolios and bespoke discretionary solutions are designed to integrate seamlessly into adviser businesses, providing consistency, governance, and transparent reporting.
Download the Adviser Guide
An overview of our investment approach
and how we support advisers in practice
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.
Adviser Testimonials
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.
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.
- 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.
- 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.
- 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
Share a brief outline of client needs and risk profile.
Receive a brandable investment proposal and secure mandate documentation.
Set up client portal access and initiate portfolio deployment.
Regular rebalancing, risk monitoring, and tactical positioning by TAM.
Download portfolio statements, periodic reviews, & compliance reports on demand.
Adviser-Centric Features
Keep client-facing materials under your own brand.
Access24/7 transparency and real-time insights.
KYC, reporting, audits—handled by TAM
Seamless GBP, USD, EUR handling.
Named relationship manager for queries & reviews.