TAM Asset Management

What TAM Asset Management does

TAM Asset Management Ltd is a UK-authorised discretionary fund manager (DFM) founded in 2008 and headquartered at One Leadenhall, London. The firm operates a B2B2C model, partnering exclusively with independent financial advisers (IFAs) to deliver managed portfolio solutions to their underlying retail and high-net-worth clients; TAM does not transact directly with retail customers. Core products are delivered through a Managed Portfolio Service spanning five sleeves — Core Active, Enhanced Passive, Income-focused, Sustainable World (ESG/SDG-aligned), and Sharia-compliant — together with TAM Global, a multi-asset fund for smaller portfolios. Custody, clearing, and trade execution are outsourced to BNY Pershing. The firm employs 11-50 staff and is regulated by the FCA (FRN: 208243).

Revenue is generated through recurring management fees on assets under management, with tiered pricing across portfolio sleeves and additional residual interest income from client cash held at BNY Pershing (paid semi-annually). Fees are agreed upfront and reviewed annually. Distribution is single-channel via UK IFAs, supported by a content marketing programme (TAM Through the Lens video series, TAM Bites market notes, TAM Talks webinars) and a dedicated UK Business Development function focused on Consumer Duty compliance support.

TAM's competitive positioning is built on a long-running ESG franchise (since 2013), a niche Sharia-compliant capability, and consistent industry recognition including City of London Best Discretionary Wealth Manager (2019), Professional Adviser Best DFM (2019), Citywire Top 100 for CIO James Penny (2022-2024), and Defaqto 5 Diamond / 5 Star ratings (2024). The firm has no disclosed parent, no external funding rounds, and operates as a privately held, founder/management-owned business. A European office was opened in 2019 alongside the TAM Global fund launch, and the ESG range was rebranded to TAM Sustainable World in 2023.

Name

TAM Asset Management

Legal name

TAM Asset Management Ltd

Website

https://tamassetmanagement.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

TAM Asset Management is a UK-authorised discretionary fund manager founded in 2008 that partners exclusively with independent financial advisers to deliver managed portfolio solutions across active, passive, sustainable, income, and Sharia-compliant strategies for advisers' underlying clients.

Ownership category

akta.pro rank

Product category

Discretionary Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industry

Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Discretionary fund management
• Managed portfolio services
• Multi-asset fund solutions
• Sustainable investment portfolios
• Sharia-compliant investments

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Discretionary Portfolio Management Fees: TAM generates revenue through management fees charged on client portfolios under management. Fees are agreed at the outset, clearly described, and transparent. The company offers different portfolio service tiers (Premier, ESG, Sharia, Passive) with varying fee structures. Interest income is also generated on residual cash held at BNY Pershing for client accounts, with interest paid to clients twice yearly.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

TAM Asset Management is a discretionary fund manager that delivers a Managed Portfolio Service to UK independent financial advisers, comprising model portfolios across Core Active, Enhanced Passive, Income-focused, Sustainability-focused, and Sharia-compliant strategies, plus the TAM Global multi-asset fund. Portfolios are constructed and managed in-house by TAM's investment team, with client assets custodied at BNY Pershing, and the service is distributed exclusively through the IFA channel.

Product overview

TAM Asset Management is an award-winning discretionary asset management company offering a unified platform of investment solutions through its Managed Portfolio Service. The core offering includes TAM Global (multi-asset fund) and five model portfolio types: Core Active Investments, Enhanced Passive Investments, Income-focused Investments, Sustainability-focused Investments, and Sharia-compliant Investments. Supporting services include a Sustainability Hub for ESG-focused initiatives and Charitable Giving programmes. The company also provides educational content through TAM Through the Lens video series and TAM Bites market commentary.

Differentiator

Problem solved

Functional benefit

Brands

• TAM Global: Multi-asset fund solution offered by TAM Asset Management
• TAM Sustainable World
• TAM Through the Lens

Products and services

• Managed Portfolio Service Core discretionary managed portfolio service offering UK independent financial advisers and their clients professionally managed model portfolios across multiple strategies with centralised governance and ongoing portfolio oversight.
• TAM Global Multi-asset fund solution providing exposure to a wider range of underlying investments, designed to offer cost benefits for smaller portfolios distributed through IFAs.
• Core Active Investments Model portfolio of actively managed investments aimed at outperforming benchmark indices, available to advisers and their clients through the Managed Portfolio Service.
• Enhanced Passive Investments Model portfolio combining passive index funds with active management overlays for cost-efficient growth, available to advisers and their clients.
• Income-focused Investments Model portfolio designed to generate income through dividend-paying securities and fixed-income assets for advisers and their clients.
• Sustainability-focused Investments (TAM Sustainable World) Model portfolio offering aligned with environmental, social, and UN Sustainable Development Goals for advisers and clients seeking sustainable investment options.
• Sharia-compliant Investments Model portfolio adhering to Islamic investment principles, offering Sharia-compliant investment options for advisers and clients seeking faith-aligned mandates.

Quantifiable outcome

• All TAM Active and Enhanced Passive portfolios outperformed ARC GBP benchmarks over 1, 3, and 5 year periods

Named customers1 record

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• BNY PershingcoreOthersBNY Pershing serves as TAM's custodian, holding client assets securely. BNY Pershing is part of BNY, one of the world's largest financial institutions, providing custody and clearing services for over £40 billion in assets globally. This partnership ensures the security of client investments.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Waverton Investment Management: London-based discretionary investment manager offering multi-asset portfolios, including sustainable and income strategies, distributed largely through wealth managers and IFAs. Comparable to TAM in size segment, London domicile, multi-strategy model portfolios and IFA-led distribution.
• P1 Investment Services: UK discretionary fund manager offering model portfolio services to IFAs with active, passive and ESG options. Closely matches TAM's model-portfolio-led proposition, IFA-only channel and small-to-mid AUM positioning.
• Hawksmoor Investment Management: UK discretionary wealth manager serving private clients via financial advisers, with multi-asset portfolios including an ethical/sustainable sleeve. Comparable to TAM on adviser-led B2B2C distribution, multi-asset model portfolios, and emphasis on service quality for IFAs.
• Tavistock Wealth: UK discretionary wealth manager providing model portfolios and bespoke mandates to IFAs and private clients. Comparable to TAM on UK IFA distribution, discretionary model portfolios and ongoing expansion of sustainable/Sharia-adjacent offerings.
• 7IM (Seven Investment Management): UK discretionary and multi-asset manager serving advisers and wealth managers with model portfolios, passive and active funds. Highly comparable to TAM on customer base (IFAs), product set (MPS, multi-asset), and DFM distribution through adviser platforms.
• Brooks Macdonald: UK-listed discretionary fund manager offering model portfolio services to IFAs and intermediaries across active, passive and sustainable strategies. Directly comparable to TAM in target customer (UK IFAs), product (model portfolios/MPS) and B2B2C distribution model, though at materially larger AUM scale.
• Credo Capital: UK discretionary wealth manager with an adviser channel and a strong sustainable/ESG investing proposition, including a dedicated ethical multi-asset fund range. Highly comparable to TAM's niche positioning around ESG and adviser-led MPS.

Broad incumbents

• Brewin Dolphin (RBC Wealth Management): Large UK wealth manager and discretionary portfolio operator serving private clients and intermediaries, now part of RBC. Overlaps with TAM on discretionary model portfolios and IFA/intermediary channel, but operates at much larger AUM and broader service scope.
• Evelyn Partners: UK wealth manager and professional services group offering investment management, financial planning and tax services to private clients and intermediaries. Overlaps with TAM on UK discretionary portfolio management for adviser-served clients but is much broader and larger in scope.
• Quilter Cheviot: UK discretionary investment manager within Quilter plc offering bespoke and model portfolio services to private clients, advisers and intermediaries. Overlaps with TAM on UK discretionary model portfolios and adviser/intermediary distribution, with substantially larger scale.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Tam_Asset_Mgt
• LinkedInlinkedin.com/company/tam-asset-management

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TAM Asset Management