Who We Are

A brief history

Our origins trace back to the 1930’s and the floor of the London Stock Exchange. From these early beginnings, The TAM Group is now an award-winning institutional investment expert with offices in Europe and the United Kingdom, providing clients with both onshore and offshore investment management services.

In late 2007 we launched our range of risk-graded Premier model portfolios, which were immediately tested during a market meltdown as we entered the sub-prime led ‘financial-crisis’. Our ethos from day one has been “to make money you mustn’t lose money” and place risk management and capital preservation at the core of all we do. These policies proved up to the task as our clients incurred only minor losses during that period of unprecedented equity market decline and were able to benefit fully from the bull market that ensued.

In late 2013 we were one of the first DFMs to launch a range of thematic ESG and Sharia model portfolios catering to those with specific ethical, environmental or religious beliefs. Today ESG is a core component of the investment landscape and an essential requirement for a new generation of investors.

Where we are today

TAM continues to work exclusively with financial advisers, intermediaries and their clients, providing a range of discretionary and model portfolios invested globally across multiple asset classes and strategies. When working with TAM you're free to focus on business development and growth, rather than becoming tied up in daily portfolio management and administration. Through an environment of low-costs and proven operations procedures, we can increase the efficiency and simplicity of your business.

Our global offices, combined with our innovative online platform, ensures we are always responsive and advisers have access to all the timely information and support they, or their clients, require. Our strong relationships with life companies, pension providers and trustees ensure that however an investment is structured, we can provide a solution for the underlying portfolio.

We deal with every new client as if they were our first and maintain the flexibility and level of attention frequently lacking from homogenous service providers. This adaptability has attracted many individuals and advisory groups to partner with us to provide bespoke or white-label model portfolios and centralised investment propositions for their clients.

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