About Us
Real Investing for Real Investors.
TAMIM Asset Management is a boutique Investment House offering a range of investment solutions designed to meet the needs of our clients while endeavouring to protect their wealth.
Best of Breed
We are devoted to generating strong risk adjusted returns over the medium to long term, through partnering with best of breed investment managers. TAMIM ensures that our best of breed managers display both an even temperament and a highly refined, consistent and repeatable investment framework overall market cycles.
An effective fund management platform
TAMIM is an advocate of the approach of partnering with the best of breed funds and investment managers and providing our investors access to an effective and efficient investment platform to successfully manage their assets.
We understand the costs and service levels required to administer and service our client’s investment needs and partner with high quality service providers who share our vision of service excellence and affordability. We pride ourselves on the highest level of client communication and accessibility.
We understand the costs and service levels required to administer and service our client’s investment needs and partner with high quality service providers who share our vision of service excellence and affordability. We pride ourselves on the highest level of client communication and accessibility.
Personalised customer service
TAMIM Asset Management is committed to providing a personalised service.
Address
Level 5, 8-10 Loftus Street, Sydney, 2000
P 1300 750 007
E privateclient@tamim.com.au
Address
Level 5, 8-10 Loftus Street, Sydney, 2000
P 1300 750 007
E privateclient@tamim.com.au
Our people
Darren Katz
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Darren is an accomplished business builder and leader with a career spanning over 20 years in financial markets. Darren has a passion for identifying quality managers and investment products.
Most recently Darren was part of the management team of a boutique Australian equity fund manager focusing on the production & distribution of their Australian and International Equity solutions helping grow the business by over 5 times. Darren also held a management position with Infiniti Capital, an offshore Fund Manager, as the head of Australia to assist in the set-up of their Australian Funds Management operations. Prior to that Darren worked with HFA Asset Management, in Sydney, in an executive role which encompassed investments, distribution and operational responsibilities. During his tenure the team at HFA grew the business from $120m of funds under management to just over $6bn. Darren has previously held senior investment positions with Nedcor Investment Bank in South Africa and Macquarie Bank in Australia, where he had the responsibility of managing portfolio's in excess of USD 12 bn. |
Jeff Taitz
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Jeff has 20 years of far-reaching experience in finance, accounting, investing, tax, and property from his successful career at City Freeholds Group, Sasol Limited and Deloitte & Touche.
Jeff has managed over $3 billion of transactions in multiple sectors and regions including mergers and acquisitions, property acquisitions and disposals, structuring and debt-raising, treasury management, share investing, portfolio management and managed funds. Jeff's experience in operating and structuring a high wealth family office provided him with extensive experience in wealth creation, wealth preservation, asset protection and philanthropy over the years. He is passionate about taking his invaluable knowledge and experience and using it to create value by offering customisable quality financial products for the benefit of hard working Australians in planning for their wealth creation and retirement. Jeff is a fellow member of the Institute of Chartered Accountant Australia (ICAA) and South Africa CA(SA) and Chartered Management Account of the UK (CIMA). |
Tim Budge
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Tim Budge is the Director for WA & SA at TAMIM Asset management. TAMIM Asset Management manages a sophisticated investment platform on behalf of investors and trustees of self managed super funds. Tim is responsible for the sales and customer service of the TAMIM business in WA & SA.
Tim has over 6 years experience in the financial services industry spanning between the foreign exchange and equity markets. From 2010 to 2013 he worked as an FX Sales Director for ForCapMan a firm responsible for managing currency risk for wholesale investors before moving to Clime Investment Management in 2013 where he was responsible for Clime’s Discrete Share Portfolio Service and a point of contact for Clime Capital, a listed investment company. |
Jeremy Benson
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Jeremy Benson is the Head of Distribution at TAMIM Asset Management. Jeremy is responsible for the sales and customer service of the TAMIM business.
Having worked in financial services for over 5 years, primarily focused on equity markets, Jeremy’s knowledge and passion for extracting strong returns from the Australian share market has translated into many successful relationships with self-directed investors typically in the SMSF arena. Jeremy has a passion for the mechanics of capital allocation decisions throughout the corporate world and wealth maximisation techniques. Jeremy's extended experience in financial services and equity markets has translated into years of high quality relationships with DIY investors that typically operate in the SMSF arena. Holding a Bachelor of Applied Finance has meant that his passion for markets has translated into a deep knowledge for financial assets, economic conditions and portfolio management techniques. Through this knowledge and enthusiasm, investors have been able to gain many invaluable investment lessons and stock picking techniques throughout the many relationships Jeremy has built over the years. |
Robert Swift
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Robert Swift is the head of Global Equity Strategies at TAMIM Asset Management and is also the manager of the TAMIM Global Equity High Conviction IMA service. This IMA service is managed on behalf of TAMIM by API Capital, a boutique, active, global equity manager which constructs portfolios using a combination of stock selection models with smart Beta or factor indices on behalf of Institutional investors. Robert Swift is the CEO and Portfolio Manager at API Capital.
Robert has worked as a fund manager in the investment industry for over 30 years. Before API he managed $20bn as head of multi strategies at BTIM in Sydney and prior to that was jointly responsible for over $200bn while a Chief Investment Officer at Putnam Investments in Boston, USA. He recently joined the investment committee at Local Government Super, an $8bn industry superannuation fund, based in Australia. |
Guy Carson
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Guy Carson is the head of Australian Value Strategies at TAMIM Asset Management and is also the manager of the TAMIM Australian Equity All Cap Value IMA service. This IMA service is managed on behalf of TAMIM by Quick Brown Fox Asset Management, a boutique, active, Australian equity manager. Guy Carson is the CEO and Portfolio Manager at Quick Brown Fox Asset Management.
Guy has over 12 years’ investment experience as an analyst and fund manager. Most recently he spent 4 years at Commonwealth Private Bank where he had responsibility for all of the direct equity strategies and oversaw over $1bn of Funds Under Advice. Prior to Commonwealth Bank, he held Portfolio Manager roles at Clime Investment Management and Adam Smith Asset Management. Guy started his career as an Investment Analyst at Macquarie Private Bank analysing investments across all asset classes. He holds a BCom and MBus from the University of Otago. |
