You may have seen recently that Utmost Wealth Solutions (Utmost) have launched an assurance vie product for expats in France. Apex (France) combines a life assurance policy with a range of investment options designed to suit clients’ needs, enabling expatriates to take advantage of the favourable French tax regime for investment-linked life assurance.

TAM Europe are delighted with this development and would like to remind clients of our collaboration with Utmost, and that you can now access our discretionary investment management services via Apex (France), as well as Apex (Portugal). We are locally licenced in Europe via the CNMV (No. 295) in Spain and directly passported to both countries. 
 
We have a range of discretionary investment solutions to offer our European clients. TAM Premier, our mainstream model investment portfolios, have a 13 year track record and are available across 5 risk-graded options at an AMC of just 0.3%. TAM ESG, our environmental, social, and governance model investment portfolios, have an 8 year track record and are available across 5 risk-graded options at an AMC of just 0.4%. Our entire range of model portfolios are available in both EUR and GBP.
 
For more information about our collaboration with Utmost, or for a demonstration of TAM Europe's next generation web delivery, please contact our European Manager, Tom Worthington via phone +34 871 183 840 or email tom.worthington@tameurope.com.