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Expat Financial Planning

Providing Client Clarity Since 1985

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Expat Financial Planning

Providing Client Clarity Since 1985

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    Award Winning Bespoke Discretionary Fund Management

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    TAM Asset Management - an award winning specialist in be-spoke discretionary investment management

    TAM Asset Management are an award-winning specialist in discretionary investment management, offering innovative and forward thinking investment solutions to individual clients and institutions.TAM manage assets for; private clients, insurance companies, pension schemes, trust companies, charities and other financial institutions, utilising the next generation of interactive portfolio management systems to present a unique offering to clients. The heritage of TAM dates back to the 1930's and has been operating in the financial services sector ever since. From TAM's head office in London and international office in Mauritius, TAM offer the flexibility of both onshore and offshore investment management.

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    What are discretionary fund manager (dfm) services ?

    A DFM service is offered by a specialist firm of fund investment managers to allow investors to benefit from the day to day management of portfolios that are closely aligned to the objectives and risk tolerance of the investor - learn more here.

    The duties of a dfm include :

    • the creation of a set of risk adjusted investment portfolios - typically : cautious - balanced - growth and adventurous growth
    • detailed market research
    • pro-active investment strategies and asset allocation
    • fund and security selection
    • risk management
    • performance monitoring and review detailed reporting

    The dfm market place

    We have completed extensive due diligence during the past several years within the discretionary fund management (dfm) market place and have selected dfm managers that we believe offer exceptional service , track records , compliance and IT infrastructure for the benefit of our clients.

    The selected firms are considered 'tier 1 providers' and we are extremely proud to have them on our panel of preferred dfm managers.

    Each of our partner dfm's TAM International - City Financial and Momentum Harmony provide a robust investment service

    dfm-service-support

    What are discretionary fund manager (dfm) services ?

    A DFM service is offered by a specialist firm of fund investment managers to allow investors to benefit from the day to day management of portfolios that are closely aligned to the objectives and risk tolerance of the investor - learn more here.

    The duties of a dfm include :

    • the creation of a set of risk adjusted investment portfolios - typically : cautious - balanced - growth and adventurous growth
    • detailed market research
    • pro-active investment strategies and asset allocation
    • fund and security selection
    • risk management
    • performance monitoring and review detailed reporting

    The dfm market place

    We have completed extensive due diligence during the past several years within the discretionary fund management (dfm) market place and have selected dfm managers that we believe offer exceptional service , track records , compliance and IT infrastructure for the benefit of our clients.

    The selected firms are considered 'tier 1 providers' and we are extremely proud to have them on our panel of preferred dfm managers.

    Each of our partner dfm's TAM International - City Financial and Momentum Harmony provide a robust investment service

     

    The benefits of using tam and a be-spoke tam portfolio

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    UK FCA & Mauritian FSC regulation

    TAM Asset Management and TAM International are regulated by the FCA in the UK and Financial Services Commission of Mauritius respectively.

    Since 2005 the TAM Group have managed funds for, pension funds, trusts, QROPS and high net worth Individuals.

    TAM have partnered with respected counter-parties with a view to provide efficiency of service and security of assets including Pershing Securities Ltd - the largest custodian in the world with in excess of USD 1 trillion assets under administration.

    TAM portfolios are :

    • Multi manager - TAM construct portfolios containing 'best of breed' fund managers.
    • Multi asset - Portfolios are invested across all asset classes
    • Multi currency - Portfolios can be denominated in GBP - USD and Euro
    • Transparency and low cost - Access to professionally managed service at low cost

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    Detailed transparent reporting

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    Real time online portfolio valuations 24/7

    • Real Time Valuations - Position and performance information available on demand and online via secure protocols
    • Investment minimums - TAM portfolios can be constructed from USD 25,000
    • Investment commentary - TAM provide detail and rationale for every trade and transaction that takes place.
    • Audit trail - Each and every event is accounted for

    • Eyes On The Market - By appointing TAM as discretionary fund manager you are assured that the market and your portfolio are constantly monitored.
    • Responsive - TAM remain responsive to the changing market environment and landscapethrough asset allocation decisions
    • Capital preservation - TAM look to preserve capital by actively reducing exposure to weak asset classes
    • Contact us NOW to view more detailed information on TAMs exclusive services,fee structure and exemplary performance data - you'll be glad you did !!

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    TAM look to preserve capital by actively reducing exposure to weak asset classes

    Further resources

    Market Indicator - Momentum fund management provide insightful views on equity market trends
    Video Updates - Watch and listen to our Discretionary Fund Manager (DFM) partner videos. The videos provide an insight to the managers thoughts and feelings in respect of market events alongside specific details on portfolio performance
    Market Scope - e-newsletter - don't miss out on important market events - subscribe now its Free
    Our Blog - Commentary and updates on market events - insurances - pensions - investments - taxation and all other issues related to expat financial planning