ou'Ye a Wr'eealth M We Managger and their assets ... - The Wealth Net

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James Anderson, James founded PAM Insight in 1993 and has been Chairman of the PAM Awards’ Judging Panel since its inception. He began his publishing career at Haymarket in 1985 and has been focused on the financial services sector since 1987, specifically working in the field of private wealth management, both in the UK and around the world, since 1990. James launched the UK edition of the PAM directory in 1999 as a guide to asset managers providing portfolio management services to private clients, following this with the launch of the PAM Awards in 2000 and PAMonline in 2001. James founded PAM Insight SA in 2010 and is now focused on the development of company’s brands outside the UK. Dermot Callinan, Dermot is a partner in the KPMG tax practice and is Head of the UK Private Client business. Dermot leads a national team of 200 tax professionals, specialising in personal taxation planning and compliance, trust accounting and taxation. Dermot has lead a number of significant transactions, floatations and management buyouts and his private client specialist knowledge is widely recognised. Dermot is a chartered tax advisor and member of the Society of Trust and Estate Practitioners with over 20 years experience Graham Chambers, Graham has spent his entire career with Dixon Wilson working within the private client world. Over the years he has built up a varied portfolio of clients including entrepreneurs and wealthy family groups. He advises a number of clients in the art world and heads the firm’s Art Advisory Group. Graham works with his clients on investment matters, alongside their investment managers. He liaises with clients to help identify the vital issues which influence asset allocation and the setting of investment objectives and follows through with the implementation. He also consults with clients on performance evaluation and manager selection. Experienced in advising trusts and trustees, Graham acts as a trustee himself for a number of trusts and charities. In addition, Graham advises on high level tax issues, residence and domicile, asset protection and succession planning. Stuart Davies Stuart Davies is a director of LJ Athene Investment Advisors in London. He has over 20 years’ experience of providing investment and financial planning advice for wealthy families, individuals and trusts. Stuart specialises in investment consulting and long term strategic financial planning. His work includes detailed risk analysis for client portfolios, objective setting, portfolio benchmarking, manager search and assessment and performance monitoring. He advises a large number of ultra-high net worth individuals, trusts and other organisations in the UK and overseas. James Day, James is managing director and founder of Peritus Investment Consultancy located in Zurich. Peritus guides wealthy private clients and trusts through the complex task of risk profiling, strategic asset allocation, manager selection and ongoing performance evaluation. The company places great emphasis on strong ethical values. Peritus is not tied to any investment manager and refunds all institutional rebates negotiated on the client's behalf. The company's mission is "to enhance the investment experience clients have in the management of their wealth". John Elder John is a founding partner of Family Office Advisors LLP. He consults in the Family Office sector, advising families and regulated entities on establishing or restructuring their investment management, wealth and reporting services. He also acts as an independent non executive director. John was previously a director of the London and international office of BNY Mellon PAM judges Family Office Services. His responsibilities included coordinating UK and International strategy within the Family Office Services Division, in addition to overseeing the growth of the UK and international business. Prior to joining Mellon, John established and ran the Investment Consulting Practice at Ernst & Young in London. He has over 30 years broadly based financial services experience encompassing consulting, investment management and financial planning. John is a Chartered Fellow of the Chartered Institute for Securities and Investment. Graham Harrison, Graham is co-founder and managing director of Asset Risk Consultants Limited (ARC), an independent investment consulting practice. ARC provides advice to wealthy individuals, trust companies and private banks on portfolio construction and design, risk profiling and performance measurement. The philosophy of ARC can be summarised as "translating information into knowledge" and represents a response to the most common complaint heard from potential clients: too much hay; too few needles. ARC helps clients sort out the padding and get to the point! Graham is a regular commentator on investment manager performance trends and is a Chartered Fellow of the Chartered Institute of Securities and Investment. Paula Higgleton, Paula is a senior partner in the Private Client Practice at Deloitte which consists of over 300 people across 15 locations in the UK. She has specialised in providing complex solutions to wealthy individuals, their families, businesses and trusts for over 20 years. Her clients consist of private individuals and entrepreneurs based in the UK and overseas, and in particular, Paula specialises in non-UK domiciled and internationally mobile individuals and family offices. Paula is a member of the Chartered Institute of Taxation. She is a sought after speaker and commentator on private wealth industry related issues. www.pamonline.com PAM Awards 2012 13
Page 1 and 2: PAM Awards 2012 Special Report
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Page 20 and 21: A world of ideas at Sarasin & Partn
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