TAM Asset Management

Great integrated results

As a discretionary investment management specialist, TAM Asset Management serves a range of clients, including individuals, insurance companies, pension schemes, trust companies, and charities.

The investing experts at TAM reached out to us for fintech PR support as they launched a pair of new services – Greenfinch, a direct-to-consumer service designed for charities, and FinchTech, a white-labelled online investment service that helps IFAs compete with robo-advisors.

TAM’s objectives were to raise awareness of “robo-advisor creep” in the IFA community, boost their website’s ranking for organic keywords, and generate marketing-qualified and sales-qualified leads for Greenfinch and FinchTech. We designed a strategy and set to work.

We developed a bespoke integrated comms strategy. We set up and managed marketing automation software for content marketing lead generation, lead tracking and cross-selling automation.

We also optimised TAM’s on-site content to make it more visible to searchers. The search efforts produced a net gain of 406 organic places in Google across multiple keywords.

Simultaneously, our content team created impactful, downloadable hero content on the threat of robo-advisors, and the media relations team placed articles on the pain points faced by IFAs and charities.


The campaign was a remarkable success, delivering 51 pieces of tier one coverage from the likes of FTAdviser, City AM, bobsguide, Wealth Management, Professional Adviser, Money Observer, International Adviser, Global Capital, and more. Fifteen publications also interviewed experts from TAM.

By the end of the project, our efforts had delivered 59 ready-to-nurture marketing qualified leads from content downloads and 33 ready-to-buy sales-qualified leads. Greenfinch and FinchTech launched, and – thanks in part to our work – their target audience was listening.

  • 51 pieces of tier-one coverage
  • Net gain of 406 organic places in Google across multiple keywords
  • 33 ready-to-buy sales-qualified leads from PR and SEO activity


“The team is a dream to work with. Their knowledge and expertise is second to none and we are delighted with what they have achieved and created for our company to date. We look forward to continuing our work with them and would thoroughly recommend their services to any firm looking for a professional, driven and friendly agency, that is easy to work with and committed to getting you the best results.”

Lester Petch, CEO of TAM Asset Management

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