Understanding the specific investment needs and requirement of Trustees
For over 15 years TAM have been working with international Trustees to create bespoke investment solutions that cater for their specific requirement and allow them to meet their fiduciary obligations.
We understand that no two clients have the same requirement and it is only through careful analysis and discussion can TAM create a unique investment portfolio designed meet the investment needs of beneficiaries whilst working within prevailing legislation.
Our investment portfolios can accommodate requirements ranging from capital preservation to a greater focus on capital growth and are available in multiple currencies.
Our service for Trustees includes initial and regular strategy and portfolio review meetings, client meetings and access to our online reporting systems that allow for the constant monitoring of all portfolio activities.