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

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Yo Yoou’ ou’re re a WWe ealth Manag M Manager nag ger Focus us on on y your clients and their assets... ...and leave e the the re r re est to us TD Wealth ealth Institutional Institutional supplies supplies a a complete complete business business pr process ocess infrastructur e to handle portfolio management, dealing, ealing, settlement, custody custody, , and administration. Our Our fully fully integrated integrated systems systems support support both both bespoke bespoke portfolio portfolio management management and and centralised centralised centralised investment propositions. opositions. W e of fer portfolio modelling and r rebalancing, ebalancing, including multi-level models, supported by flexible client r eporting in your brand and style. We e can trade and supply custody for almost any instrument, acr across oss mor e than 20 different inter national markets and curr currencies. This This allows allows you you to to focus focus on on the the critical critical investment investment decisions decisions that that will will benefit benefit you you and and your your clients. Yo ou ou simply simply simpl tell tell us us what what to to invest invest in in and and when, when, and and we we take take car care of everything else. And because our systems update in r eal-time, you have complete visibility of what we do. www .tdwealthinstitutional.co.uk 0121 233 0336 T D Wealth instit ution al is a tradin g na m e of TDWCS LLP ( a subsid iary of the Toront o-Dom inion Bank ) a l imite d liabili ty partn ership , regis tered in England and wa a les, reist ered no. OC301316. Author ised and regula ted by the Financ ial Serv ices Autho rity ( FSA Regist ered no. 214206) , a member of the London Stock Exchan ge and an ISA Plan Manage r. Regist ered office : Exchan ge Court, Duncom be Stree t, Leeds LS 1 4 4AX.
Anita Gill, partner at Speechly Bircham; Annamaria Koerling, head of investment management at C. Hoare & Co; Tim Wallis, Barrister at Child & Child; and Julia Thackray, head of family law at Penningtons James Baudains, managing director Capita Fiduciary Group; Georgina Campbell, vice president of JP Morgan Private Bank; and Chris Boon, managing director investments at Close Brothers Asset Management Polina Khoroshilova, news reporter for thewealthnet at PAM Insight; and Will Sidery, news reporter for eprivateclient at PAM Insight Clare Balding, Rupert Robinson, chief executive of Schroders Private Banking; and Jason Robinson, chief executive at TD Wealth Institutional PAM Awards 2012 Clare Balding; Joss Mitchell, head of business development (UK) at Citi Private Bank and Mark Leveson-Gower, UK director of Champagne Louis Roederer Cecelia Lady MacGregor; Philippa Burge, PA to MD of PAM Insight; and Maddie Lewington Caroline Wells, associate director at Coutts; and Duncan MacIntyre, global head of Coutts Private Office www.pamonline.com PAM Awards 2012 25
Page 1 and 2: PAM Awards 2012 Special Report
Page 3: Ed Hicks Managing Director PAM Insi
Page 6 and 7: 4 the winners Steve D’Sousa, sale
Page 9 and 10: institution concerned with a benchm
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Page 13 and 14: available,” said James Anderson,
Page 15 and 16: James Anderson, James founded PAM I
Page 18 and 19: 16 PAM Awards 2012 Tim Bailey, seni
Page 20 and 21: A world of ideas at Sarasin & Partn
Page 22 and 23: Schroders has been innovating for o
Page 24 and 25: WINNER Client Service Quality - Ult
Page 28 and 29: Winner 2012 Client Service Quality
Page 30 and 31: 28 PAM Awards 2012 Jamie Black, par
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ou'Ye a Wr'eealth M We Managger and their assets ... - The Wealth Net

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