A different kind of investment platform
Independent advice, professional management and Spanish tax practicality.
Gateway combines discretionary portfolio management from TAM Europe with a Spanish custody structure designed to operate within the long-established traspasos regime.
Available exclusively through MiFID-regulated financial advisers for eligible Spanish tax-resident individuals.
Gateway at a glance
Built to make the structure simpler.
Spanish tax deferral
Eligible clients may move between qualifying funds without immediately crystallising a taxable gain.
Adviser-led
The adviser remains responsible for the client relationship, planning and ongoing advice.
Spanish custody
Assets are held in the client’s own name with Banco Inversis in Spain.
Professional management
TAM Europe manages the portfolio on a discretionary basis.
Flexible access
No lock-up period, with the ability to add or withdraw funds.
Ongoing reporting
Portfolio reports, MiFID statements and market commentary through the TAM Platform.
Clear responsibilities
One coordinated service, three distinct roles.
01. Financial adviser
Owns the client relationship, planning, suitability and ongoing advice.
02. TAM Europe
Provides discretionary portfolio management, oversight and reporting.
03. Banco Inversis
Provides custody, settlement, administration and banking infrastructure.
Investment choice
Two approaches, one Gateway structure.
Portfolio Range
A more tactical approach with greater flexibility in positioning and a stronger focus on capital preservation when risks rise.
View Portfolio →
Portfolio Range
A strategic, cost-conscious approach combining passive building blocks with active asset allocation and risk oversight.
View Portfolio →
Resources
Everything advisers need to take the next step.
Open the door to a different kind of Spanish investment solution.
Gateway is available only through MiFID-regulated financial advisers for eligible Spanish tax-resident individuals.