Business Details
19 Years
experience
Award-Winning Discretionary Asset Management Solutions
T A M Asset Management is an award-winning discretionary asset management company that has partnered with independent financial advisers since 2007 to deliver forward-thinking investment solutions. Our history traces back to the 1930s, rooted in the principles of capital preservation and active management. We specialise in providing tailored onshore and offshore investment portfolios, including active, enhanced passive, income-focused, sustainability-driven, and Sharia-compliant options.With a proven track record across market cycles, we prioritise risk management and daily liquidity, offering no minimum investment requirements. Our white-label service and 24/7 online platform empower advisers to focus on client relationships while we handle portfolio management. As a certified Carbon Neutral organisation, we integrate sustainability into our investment strategies and community initiatives, having raised over 610,000 for charity through client and partner collaborations.
Services
Managed Portfolio Service
Multi-Asset Fund
Sustainability-focused Investments
Sharia-compliant Portfolios
Enhanced Passive Strategies
Income-focused Solutions
White-label Services
24/7 Online Platform
Charitable Giving Framework
Carbon Neutral Commitment
Details
- Year established: 2007
Highlights and features
- We offer 16+ years of proven active management expertise across global markets.
- Our white-label service enables full brand ownership for advisers with no minimum investment requirements.
- We implement a patented risk-graded portfolio framework with daily liquidity and 24/7 access.
- Our sustainability-focused investments align with UN SDGs and feature third-party verified impact metrics.
- We provide dedicated business development support and transparent fee structures.
Associations and certifications
- Financial Conduct Authority
- Principles for Responsible Investment (PRI)
What people say
Proactive customer service
Excellent attention to detail
Groundbreaking white-label facility
Superior investment track record
Exceptional personal service
Services
Managed Portfolio Service
Our award-winning Managed Portfolio Service offers risk-graded multi-asset solutions with 16 years of proven performance. These portfolios combine active management with rigorous risk control, providing daily liquidity and transparent fee structures. Advisers benefit from white-label capabilities and 24/7 online access to real-time valuations and custom reporting.
Sustainability-focused Investments
Sustainability-focused investments align with UN Sustainable Development Goals through third-party verified fund selections. Our portfolios integrate environmental and social impact metrics while maintaining competitive financial returns. Each fund undergoes rigorous SDG intentionality scoring and carbon intensity analysis to ensure authentic sustainability alignment.
Sharia-compliant Investments
Sharia-compliant portfolios offer ethical investment solutions adhering to Islamic principles. With 11 years of track record, these portfolios combine religious compliance with financial performance through carefully selected halal investments across global markets, featuring transparent fee structures and regular Sharia governance reviews.
TAM Global Multi-Asset Fund
The TAM Global Multi-Asset Fund provides a diversified 'fund of funds' solution with a 5-year track record. This Irish Collective Asset-management Vehicle (ICAV) offers daily liquidity, multi-currency options, and simplified fixed pricing at 0.10% AMC. It combines active management with benchmark flexibility to adapt to changing market conditions.
Charitable Giving Initiative
Our innovative charitable giving framework enables clients to support causes through the 'You Give We Give' initiative and fundraising events. Having raised 610,000 for 54 charities, we facilitate seamless integration of philanthropy with investment strategies while maintaining full compliance with financial regulations.
People
Lester Petch
Founder and CEO
With over 40 years' experience in major investment institutions, Lester founded T A M Asset Management after training as an investment analyst and managing direct portfolios in the life and pension fund industry. He holds a BSc in Politics and Law from Southampton University and is a Fellow of the Securities Institute.
James Penny
Chief Investment Officer
James leads investment strategy with global market expertise gained from UBS AG's options trading and portfolio trading divisions. He has instilled a disciplined approach to global investing and was named Citywire Top 100 CIO in 2022 and 2023.
Daniel Babington
Head of Responsible Investments
Daniel oversees ESG integration with a first-class economics degree and industry awards for sustainable investment leadership. He manages the Sustainable World portfolios and was named Citywire Top 30 Under 30 in 2024.
Francis Banzon-Scally
Portfolio Manager
CFA charterholder Francis manages passive model portfolios with prior experience at Aberdeen Investments. He holds a first-class degree from Aston Business School and is pursuing a Master's in Finance at London Business School.
Clare Wickert
Managing Director
Clare oversees operations with 25+ years' experience in stockbroking and back-office administration. She previously held senior roles at James Capel and Robert Fleming before joining TAM in 2007.
Questions
What investment solutions does TAM offer?
We provide risk-graded portfolios including active, enhanced passive, income-focused, sustainability-driven, and Sharia-compliant options, plus a global multi-asset fund with daily liquidity.
How does TAM integrate sustainability?
Our portfolios align with UN SDGs through third-party verified fund selections, SDG intentionality scoring, and carbon intensity analysis across all sustainable investment options.
Can advisers maintain brand ownership?
Yes, our white-label service allows complete brand customisation of reports, correspondence, and platform access while maintaining our investment expertise.
What charitable initiatives are available?
Our 'You Give We Give' program and charity events like the National Three Peaks Challenge have raised £610,000 for 54 charities since 2007.
How is client asset security ensured?
All assets are held in custody with BNY Pershing, part of BNY with $48.81 trillion in assets under custody, ensuring maximum protection and execution services.
