Learn how to future proof your human financial advice business in the face of the new 'bionic' breed of robo advice.
In this free ebook we'll consider:
The scale of the hybrid robo uprising and the main threats
The key challenges to your operation
How to simply and quickly digitise your offering when robos are ‘humanising’ theirs
How to recover lost revenue
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TAM is an award-winning specialist in discretionary investment management and can trace its company roots back to the 1930s. Today, TAM is majority owned by its management team who are committed to preserving the values of transparency and honesty to client services, which has allowed TAM to build its reputation as a forward thinking provider of pioneering investment solutions.
TAM manages 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 investment offering. From its head office in London and international office in Mauritius, TAM offers the flexibility of both onshore and offshore investment management.