Why Work with TAM?
At TAM, we empower advisers to scale their practices by outsourcing discretionary investment services without compromising on transparency, compliance, or client engagement.
Key Advantages
Fully Discretionary, Adviser-Led: You set the client mandate—TAM handles proactive investing and daily management.
Brandable Whitelabeling: All client materials, portal access, and reporting can be fully branded with your identity.
Transparent Online Access: Clients and advisers access live valuations, performance metrics, and portfolio breakdowns 24/7.
Comprehensive Reporting: Downloadable investment reviews, risk reports, and regulatory documentation when you need them.
Flexible Portfolio Choices: From model portfolios (MPS) to bespoke solutions—available across platforms, insurance bonds, trusts, and direct client ownership.
Scalable Business Growth: Free up your time to win new clients and nurture relationships—while we handle day-to-day investment operations.
Our Adviser-Focused Services
Model Portfolio Service (MPS)
What You Get:
- Model portfolios built around two core themes: Active and Enhanced Passive
- Five core risk tiers from Defensive 20 to High Growth 100, each available in GBP, EUR, and USD.
- Fast deployment across multiple clients—no minimum size.
- Reduced operational lift—we take care of portfolio positioning.
Bespoke Investment Solutions
What You Get:
- Tailored portfolios or model suites built to fit complex client needs.
- Collaborative design process with advisers, trustees, or family offices.
- Custom reporting formats, dashboards, and document packs.
- Offer high-touch, tailored solutions to enhance your firm’s proposition.
- Maintain adviser-client relationship while outsourcing portfolio management.
- Provide institutional-grade governance and oversight to your clients.
How it Works
- 1
Initial EngagementShare a brief outline of client needs and risk profile
- 2
Proposal & MandateReceive a brandable investment proposal and secure mandate documentation.
- 3
OnboardingSet up client portal access and initiate portfolio deployment.
- 4
Ongoing ManagementRegular rebalancing, risk monitoring, and tactical positioning by TAM.
- 5
Reporting & ReviewsDownload portfolio statements, periodic reviews, & compliance reports on demand.
Adviser-Centric Features
| FEATURE | BENEFIT |
|---|---|
| Whitelabel Branding | Keep client-facing materials under your own brand |
| Live Online Access | 24/7 transparency and real-time insights |
| Full Compliance Back-Office | KYC, reporting, audits—handled by TAM |
| Multi-Currency Flexibility | Seamless GBP, USD, EUR handling |
| Proximity And Transparency | Direct line of communication with investment manager |