TAM International

Are you looking to build a

Model Portfolio

solution?
Which

PLATFORM PROVIDER

is best for you?
Are your clients asking about

sustainable and ethical

investment?
Do you have the resource to offer

bespoke portfolios?

Partnering with Financial Intermediaries

We are an international consultancy partnering with financial intermediaries and institutions to develop innovative investment solutions, improve their client experience and formulate cutting edge marketing strategies. Our founders individually have over thirty years experience in financial services and from our offices in Dubai consult with clients across the Middle East, Africa and Asia.

100% Transparency

Continuous two-way communication with our clients and partners is at the core of how we work. Track project progress, receive instant management reporting and detailed market research through our proprietary Partner Portal.

Who do we work with

Advisory
Firms

Wealth and Asset Managers

Family
Offices

Banks and Insurance Companies

Solutions Orientated

We work with our partners to

Implement Centralised Investment Propositions

Are you looking to implement a CIP for your firm but not sure of the options?

How will the solution be received by your Advisers or brokers and vitally Clients?

How will it integrate with your existing systems and processes?

With the segregation of Advice and Investment Management, Model Portfolio Solutions have gained in popularity.

Should you be adopting this approach? Should it be managed in-house of outsourced to a specialist?

We have decades of experience researching, constructing and implementing MPS solutions.

Understand and select Platform providers

The use of Platforms has become widespread, but which is the best option for you?

Do you understand the nuance of each provider and how that would integrate with your current business model?

We can offer insights into the latest trends and entrants to the markets and importantly guide you into asking the right questions before choosing a solution.

Incorporate Sustainable and Ethical considerations into your investment propositions

Incorporating ethical and sustainable considerations into your investment portfolio, often known as socially responsible investing (SRI) or environmental, social, and governance (ESG) investing, has both moral and practical reasons behind it.

Are your clients requesting ESG considerations to be incorporated into their portfolios?
Are you being driven to address this due to regulatory change?
Do you believe ESG will be a core driver of investment return?

We are proud to have been early entrants into this space and understand the pro’s (and con’s) of incorporating these considerations into or alongside your more traditional offerings.

Know the resource required to offer Bespoke Investment Portfolios

Every Client is different, has differing objectives and aspirations. Simply offering a one-size-fits-all solution may no longer be appropriate.

If you believe your clients would benefit from our a more tailored made approach, we can help. Start by understanding the resource and skills needed to develop a bespoke service. Should this be managed in-house or outsourced. What are your competitors doing?

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