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

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
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