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

PAM judges
Andrew Hutton
Andrew is an independent
investment advisor and
director of A.J. Hutton Ltd.
Prior to setting up his own
business in 2007, Andrew spent 10 years
as head of investment management at
Coutts and subsequently as jointmanaging
director of RBS Asset
Management. Previously, Andrew was a
managing director at J.P. Morgan
Investment Management where he held a
variety of investment and business
management positions from 1979 to
1997 in New York, Singapore, Melbourne
and London. Andrew is a graduate of
Cambridge University and is a CFA
charterholder.
Moricko Kemp
Moricko heads up the
investment and treasury
function for Sanne Group and
is focused on assisting trustees
and their customers with investment /
treasury related solutions. He has over 15
years investment consultancy experience
and has held various senior positions
within organisations specialising in
international financial services. Specific
areas of interest / expertise include
investment consulting, investment
manager selection and the analysis of
investment portfolios. He is an MBA
having obtained a B.Comm (Law) degree
in South Africa and is a member of the
Securities Institute.
Stephen McMahon
Stephen is the managing
director of Asset Risk
Consultants in Jersey, and
leads the Manager Selection
team for the ARC Group. Stephen joined
ARC, the private client investment
consultancy, in Jersey upon his arrival from
London in May 2008. After a degree in
Economics & Management from Oxford
University, Stephen qualified as an
accountant with the tax office of
PricewaterhouseCoopers in London
before embarking on a consultancy career
with PwC. Following large consultancy
projects for telecoms companies in the
UK, Saudi Arabia and Switzerland,
Stephen worked for the Bank of England,
where he reviewed operations in the
14
Economic and Financial Markets divisions
of the central bank.
Conrad Montford
Conrad is head of Wealth
Advisory at Allenbridge, the
research driven investment
consultants, with a focus on
family office, HNW and UHNW
investors. Allenbridge Group plc also
provides research on hedge funds, third
party managers and funds for private
investors and consults to large pension
schemes and local authorities. Conrad has
over twenty years experience as an
investment professional, having recently
joined from Citi Private Bank where he
was a director and senior banker looking
after family office clients and UHNWIs.
Prior to this Conrad held senior client
positions with FF&P/Sagitta Group,
Credit Suisse IM and Deloitte, including
the then Deloitte-owned Walbrook
Trustees, where he was director of
investment strategy giving him valuable
offshore consulting experience working
closely with fiduciaries and trustees.
Clive Nicholson
As a senior partner in Saffery
Champness, Clive specialises
in private clients, landed
estates and substantial family
trusts providing advice on financial matters
from investment strategy to taxation of
trusts, and has considerable experience in
the structure and administration of trusts.
He founded the firm's Guernsey office in
1977 and managed the office, now the
largest independent fiduciary in Guernsey,
until 1989. He was managing partner
from 1990-2002, during which time the
firm grew to be one of the top 20 UK
accountancy firms. He is Deputy
Chairman of Nexia International, a
worldwide network of independent
accounting firms, and Chairman of City
Merchants High Yield Trust Plc.
David Nolan
David is a partner and
director of Ivey Cox and has
over 30 years experience
within the investment
management industry, in both the UK
and offshore markets. David is a
Chartered Fellow of the CISI and also
PAM Awards 2012
holds the IAC. Prior to joining Ivey Cox
David was the managing director of
Walbrook Investment Consultants
Limited (WIC), with responsibility for
the supervision of trust & company
financial assets of £3bn and during this
time he also served as an independent
member of the Kedge Capital Funds
investment board. Previously, David was
director of investment strategy at Deloitte
Jersey, with responsibility for the selection
and review of all external financial service
providers, including third party
investment managers. He relocated to
Jersey in 1995 from the UK as head of
investments at Coutts (Jersey) Limited
and he began his investment career in
1979 as a portfolio manager with
NatWest Investments in the UK.
Ian Orton
Ian is PAM Insight’s Editor
at Large and the founder of
Slump Associates, which
provides research and
consultancy vetting and monitoring
services to firms active in the wealth
management sector as well as a memory
facility for corporate amnesiacs. An
economist by background Ian has written
extensively on the banking financial
services sector over the past two decades
for a wide range of publications and is
acknowledged expert on private banking
and wealth management in all its guises.
Simon Rees
Simon is director of Trust
Services at New Quadrant
Partners LLP (NQP). He
also acts as a director of
New Quadrant Trust Corporation and
of Trapezium Capital Management, an
ACD company which serves NQP
client OEICs. As part of his role, he
takes a considerable interest in
investment manager performance.
Simon has specialised in private clients
and trusts, both UK and offshore, for
thirty years. This included 24 years
advising on private client tax with
KPMG, Ernst & Young and PwC. He
then spent three years with Ansbacher,
as head of private client tax, but with a
broader client relationship role,
encompassing both investment and
lending issues.
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