News From The TAM Group

TAM Under the Hood: Alpha vs OCF

TAM Under the Hood: Alpha vs OCF

21 October 2021

As a DFM, it is our core objective to outperform our benchmark with minimal risk. But if we are achieving returns superior to the market...

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TAM Europe and Utmost: We are here for clients in France and Portugal

TAM Europe and Utmost: We are here for clients in France and Portugal

06 October 2021

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...

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Introducing TAM Under the Hood!

Introducing TAM Under the Hood!

30 September 2021

TAM Under The Hood is our brand new miniseries of notes that will give you a little look at the nuts and bolts behind our...

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Don't miss TAM at Good Money Week!

Don't miss TAM at Good Money Week!

15 September 2021

We are delighted to let you know that we have partnered with the UK Sustainable Investment and Finance Association (UKSIF) for their annual Good Money...

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TAM Through the Lens is back!

TAM Through the Lens is back!

09 September 2021

After a year away from your screens, TAM Group CEO Lester Petch and UK CIO James Penny are finally back in the spotlight for the...

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TAM Talks: Ask Us Anything

TAM Talks: Ask Us Anything

05 August 2021

With a new school year and Q4 just around the corner, we are taking this opportunity to answer any and all questions you may have....

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TAM and Defaqto present: ESG - Greenwashing and Riskwashing

TAM and Defaqto present: ESG - Greenwashing and Riskwashing

20 May 2021

TAM Talks is back with a new instalment where we'll be joined by leading financial information provider, Defaqto. When is it? Tuesday 8th June 2021...

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Your complete video guide to the basic principles of ESG investing

Your complete video guide to the basic principles of ESG investing

04 May 2021

As you will be aware, recent regulatory changes now require advisers to ask ESG questions as part of their client fact-find, but it doesn't stop...

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Calling all IFAs!

Calling all IFAs!

01 April 2021

Citywire's annual Wealth Manager Regional Stars Awards are back with a new name and a new aim! This year's Adviser Choice Awards intend to recognise...

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Vote now and win a case of champagne

Vote now and win a case of champagne

22 January 2021

We are delighted to let you know that for the third consecutive year, TAM has been nominated for Best in Discretionary Wealth Management at the...

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TAM Talks: 2020 Hindsight and Tomorrow's Outlook

TAM Talks: 2020 Hindsight and Tomorrow's Outlook

05 January 2021

TAM Talks is back again with the first instalment of 2021. Join us on Tuesday 12th January at 10am GMT for the opportunity to hear...

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ESG funds in TAM portfolios win big at Sustainable & ESG Investment Awards

ESG funds in TAM portfolios win big at Sustainable & ESG Investment Awards

30 November 2020

The Investment Week Sustainable & ESG Investment Awards ceremony took to the virtual stage this year in honour of the fund providers, research and ratings...

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ESG - The new normal in a post pandemic world?

ESG - The new normal in a post pandemic world?

28 September 2020

Our UK Chief Investment Officer, James Penny, joins a panel of industry experts to discuss the position of environmental, social and governance (ESG) investing in...

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More ways to access our model portfolios

More ways to access our model portfolios

17 August 2020

The Defaqto Risk Ratings for our ESG and Premier model portfolios are live! TAM Portfolio Defaqto Risk Rating ESG Defensive 3 ESG Cautious 4 ESG...

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TAM 10 - COVID 0!

TAM 10 - COVID 0!

10 August 2020

We understand that by now you must be tired of reading anything related to the 'C' word but this note is positively different so bear...

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We've been nominated for an FT Adviser award!

We've been nominated for an FT Adviser award!

12 June 2020

We are delighted to let you know that TAM has been nominated in the new Discretionary Investment Manager (DIM) category at the 2020 Financial Adviser...

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TAM Talks: What about Brexit?

TAM Talks: What about Brexit?

09 June 2020

On the 31st January 2020, following repeated delays amid a period of deadlock and turmoil in the British parliament, the UK finally left the EU....

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TAM nominated for Best Ethical DFM!

TAM nominated for Best Ethical DFM!

05 June 2020

We are delighted to let you know that for the third consecutive year, TAM has been nominated for Best Ethical DFM at the Moneyfacts Investment...

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Download a free copy of our brand new guide

Download a free copy of our brand new guide

04 June 2020

A New Normal: Navigating through an evolving financial landscape during a pandemic The coronavirus continues to affect our day-to-day lives and we want to share...

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TAM Talks: Diversifying with Alternatives?

TAM Talks: Diversifying with Alternatives?

12 May 2020

Following on from the success of last month’s ESG webinar where we asked listeners to vote on what topics we should discuss next, we are...

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A message from our CEO: Skating on thin ice

A message from our CEO: Skating on thin ice

28 April 2020

The present financial market conditions represent nothing that we have ever witnessed before and hope we will never witness again. A battle is taking place...

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TAM Talks: The end of ESG as we know it?

TAM Talks: The end of ESG as we know it?

20 April 2020

Many thanks to those that tuned in to the launch of our TAM Talks webinar series last Tuesday. We were delighted with the take up...

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TAM Talks is live: Join our first webinar!

TAM Talks is live: Join our first webinar!

06 April 2020

In light of the nationwide lockdown and the repercussions that has on face to face meetings, we have been thinking of new and interactive ways...

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A message from our CEO: Ever pulled a balloon underwater?

A message from our CEO: Ever pulled a balloon underwater?

25 March 2020

With such high volatility the big question is, do we do nothing, or when do we sell and when do we buy? Timing in volatile...

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Our balanced really does mean balanced

Our balanced really does mean balanced

20 March 2020

The FTSE 100 fell 10.82% on 12th March 2020, worse than any single day in 2008 and beaten only by ‘Black Monday’ in 1987. Drops...

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A message from our CEO: Unusual times but it's business as usual

A message from our CEO: Unusual times but it's business as usual

18 March 2020

All of us in business will have been affected operationally by the extraordinary spread of Coronavirus COVID-19 with Europe and the UK now the epicentre...

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A message from our CEO: Perspective in a crisis

A message from our CEO: Perspective in a crisis

16 March 2020

Global stock markets have been reeling from the impact of the coronavirus outbreak, with equity markets taking a pounding not seen since the 2008 financial...

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Socially responsible outshines traditional

Socially responsible outshines traditional

13 March 2020

It’s fair to say global markets have experienced one of the most volatile starts to a year, suffering some of the worst performance since the...

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Over £110,000 donated to date!

Over £110,000 donated to date!

31 January 2020

As you know, 2019 was an exceptionally good year for TAM's investment performance, with some portfolios returning over 21% for the year. As such, we...

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Maximum performance with minimum risk

Maximum performance with minimum risk

06 January 2020

2019 was a big year for TAM. From growing our Investment Management and Distribution teams, to launching a new European office – some may have...

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