Tom is our European Manager. He brings with him years of insight and knowledge gained from first-hand experience from various roles in the financial industry.
Finance was a subject Tom grew up surrounded with. His paternal grandfather was Agency Director for Schroder Wagg’s direct sales division and his two parents have been IFA’s for most of their working life. As a consequence, Tom was given the opportunity to study and sit the CeFA exams at the age of 17, during the summer between his AS and A-levels. At the time he was the youngest ever to sit them in the UK.
As Tom progressed in the world of finance as an IFA, he grew more interested in the fund management side and was subsequently head hunted into a hedge fund. Tom, believing he was ready to take on the next challenge, embarked on a role with TEAM to grow and develop the company’s operations in Spain.
Marina is TAM Europe's Client Services and Operations Manager. Marina studied Business Studies at Bournemouth University where she realised an affinity for investment operations. She graduated with BA Honours, straight into a role at J.P. Morgan in their Derivates team.
Marina now has over 9 years’ experience in investment operations teams, but also in compliance and anti-money laundering teams where she has been responsible for identification, investigation and submission of suspicious activity reports to Law Enforcement.
Such experience places Marina in a perfect position to manage our European operation and support the needs of our financial advisers.
Karla joined the TAM Europe operations team in 2023 as our Compliance Officer.
Karla was born and raised in Mexico City and studied International Business at Anahuac University of Mexico, graduating with honors. Karla then went on to study a masters degree in international banking and financial markets where she graduated second in her class. This provided Karla with the opportunity to work as an intern in Banco Santander Madrid, in the area of Business Banking - a prestigious award in Mexico.
Karla moved to Mallorca in 2004 and has since gained valuable experience in several banks, including Halifax Bank of Spain, Lloyds Bank of Spain and Sabadell, working in a range of roles including cash operations, financial advisor, branch supervisor, sales support and analysis and risk control. Such vast experience provides Karla with an enormous set of skills to support TAM Europe with our Compliance duties.
Paulo joined TAM Europe in 2023 to support Marina with operations. Prior to joining our team, he worked at XP Inc. as a financial advisor, where he undertook commercial tasks and enhanced his analytical skills.
Paulo was born and raised in Brazil, where he studied Business Management at FIA, graduating in 2022. Following this, he moved to Mallorca and achieved his Investment Management Certificate.
As he brings with him a good understanding of the daily business of IFAs and funds distribution, he will be a strong addition to our team to meet the needs of TAM clients. He is also fluent in Italian, Portuguese, Spanish and English making him our most talented linguist to our ever-growing European Office.
Lester is one of TAM Europe's Directors and the TAM Group Chief Executive Officer. He has over 40 years' investment management experience in major Investment Institutions as a Regional and Global Investment Manager.
Lester originally trained as an Investment Analyst before becoming a Manager of direct investment portfolios in the Life and Pension Fund industry before founding TAM Asset Management.
Lester has a Joint BSc Hons Degree in Politics and Law from Southampton University, is a Fellow of the Securities Institute and a graduate of the Investment Management Programme of the London Business School.
Clare is one of TAM Europe's Directors and the TAM Group Operations Director, responsible for all day-to-day operational and settlement related activities.
Clare has over 25 years operational experience in stockbroking, settlements, PEP/ISA administration and back-office administration functions, having previously been a manager of a settlement agent and roles with James Capel and Robert Fleming.
Roddy is one of TAM Europe's Directors and is responsible for risk management. He has over 30 years’ experience in the UK and international financial markets holding senior posts at Senior Executive/Board level.
Roddy is also a Founder and Chairman of Sutherlands, an international stockbroking company specialising in advising institutions in equities and bonds investing in European, US and Japanese markets.
Further to this he is co-founder and investor in investment management companies in Central European and Middle Eastern regions, and is a senior adviser to Middle Eastern Private Equity funds.
Prior to joining TEAM, James worked at UBS AG New York within the banks options trading division. UBS AG relocated him to their Investment Banking division headquartered in London where he specialised in both global equities and derivatives within the banks' growing Portfolio Trading Division.
James brings significant financial market experience to our investment team from a global career within one of the largest financial institutions in the world. A disciplined and methodological approach to global investing is one of the core themes James has instilled at TEAM.
Daniel joined the TAM Group in 2020 as an analyst, and has since been promoted to portfolio manager.
Daniel graduated with a first class honours in Economics from the University of East Anglia in 2019.
Throughout Daniel's degree he worked as a part time administrator at Roberts Mackie Winstanley IFA in Norwich and post graduating was promoted to research analyst where he designed and managed the investment strategy for the firm.
TAM Europe have appointed J & A Garrigues, one of the largest and most experienced business law firms in Spain, to act on its behalf in the role of regulatory compliance and advise on legal and regulatory issues as appropriate.
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