We're reducing our third party platform pricing by over 15%

Access our TAM Premier active model portfolios via Novia Global for just 25bp 

In our continued effort to provide value for money to clients, we are very pleased to let you know that with effect from 01 April 2023, we are reducing the annual management charge of our Premier MPS range via third party platforms by 5 basis points. This means that clients will be able to access the award-winning active model portfolios via Novia Global for just 25bp AMC.

A reminder of our model portfolio availability is outlined for you below.

Traditional active investments
25bp AMC
15 year track record
6 Defaqto risk-rated portfolio choices
Availability: Novia Global

Sustainable investments
30bp AMC
9 year track record
5 Defaqto / Dynamic Planner risk-rated portfolio choices
Availability: Novia Global

We strive to ensure you and your clients receive the highest level of service possible. Meeting your needs is at the core of everything we do, which was evidenced in the latest Defaqto DFM Satisfaction Study where TAM was recognised by the financial adviser market as a top performing DFM in every area deemed most important to IFAs. In fact, TAM was the only DFM to be rated highly in all 14 categories, an accolade that outstrips many famous household names.

Whilst acknowledgement like this is not definitive, it demonstrates that, away from our portfolio management skills, our duty to our clients is at the forefront of our entire operation. But don't just take our word for it, take a look for yourself by downloading a free copy of the study here.