TAM is an award-winning discretionary investment manager with decades of industry experience. Our team of expert investment professionals have the depth of knowledge and understanding needed to quickly respond to ever-changing market and regulatory conditions, so you can rest assured your wealth is in capable hands.
We have made our portfolios as accessible as possible. We accept investments directly or transfers from your ISA, pension scheme, life insurance bond or trust. We work with most of the major product providers and are adding new ones each day, taking away adviser burden by liaising directly with the ceding offices.
The liquidity of an investment is fundamental for its consideration for a portfolio. The time to return your client’s money is reported every day and we do not impose any lock-in periods for clients withdrawing or moving their funds if their circumstances change, or they are not entirely satisfied.
Our portfolios benefit from our ability to adjust the portfolio compositions in order to react to key market conditions. This flexibility allows TAM, within a portfolios' parameters, to add protection or take advantage of a growing market.
The chart shows the action taken by TAM's investment team to protect clients' wealth during the financial crash of 2008.
We manage portfolios across the risk spectrum and their composition is driven by key market conditions. Our Focus, Ethical, Sharia and Passive ranges are available in Defensive to Adventurous, and our Premier service is available across the spectrum.
The chart is for illustrative purposes only. The value of investments, and the income from them, may go down as well as up and may fall below the amount initially invested. Weightings may deviate from these levels at the Investment Team's discretion whilst staying within specific guidelines, so the above asset allocation is intended as a guide only.
TAM uses diversification across asset class, geographical focus and underlying funds to spread risk and exposure. For more information about our diversified investment management strategy, just click here.
The chart is for illustrative purposes only. Weightings may deviate from these levels at the Investment Team's discretion whilst staying within specific guidelines, so the above asset allocation is intended as a guide only.
TAM has an excellent 10 year track record demonstrating performance across different market cycles and conditions. Our aim is simple; to increase return whilst limiting risk. For TAM's portfolio performance just click here.
During the financial crash of 2008, TAM Asset Management Ltd employed active portfolio management to reduce risk. Capital preservation through flexibility allowed our investment managers to minimise losses for client portfolios which resulted in a stronger recovery in financial markets over the following years.
The chart shows TAM's portfolio return from 1st January 2008 to 31st December 2008 net of TAM fees. Each benchmark is a composite of the broader UK equity market and the sovereign debt market. Past performance is not a guide for future returns and investors may get back less than their original investment.