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

4
the winners
Steve D’Sousa, sales &
marketing director at
JHC; and Nancy
Curtin, chief
investment officer at
Close Brothers Asset
Management
“In terms of the reporting package, I have always
felt the ‘look through’ facility showing clients
precisely what they own via any Sarasin fund
holdings in their portfolio is a very powerful tool in
terms of providing greater transparency and simply
making the portfolio more interesting. I also hope
the judges were impressed by our secure online site,
which allows clients to interact with their portfolio
and their fund managers on a variety of levels.”
In previous years this Award has been dominated
by Sarasin & Partners and Berry Asset
Management, which was a finalist again. However,
the Judging Panel noted that the quality of entries
for this had increased which perhaps signalled that
this duopoly on success for reporting could be
coming to an end in the near future.
Close Brothers Asset Management won the
Client Service Quality – HNW Award. The firm
is coming to the end of a restructuring, during
which it has refocused its business to solely serve
private clients. However, Nancy Curtin, its chief
investment officer, said that restructure was not
the reason for the victory. She said the private
client investment business had not been affected
by the changes, which had seen the firm sell off
non-core parts of the business as well as build up
its advice arm.
Instead she said it was the continued service,
including for some clients that have been with the
firm for over 20 years, that was key to the success.
PAM Awards 2012
Prior to the changes, and now, the firm builds
“genuinely bespoke” portfolios, she said, that
benefit from shared intellectual capital and
investment processes.
“We go out of our way to understand clients’
needs on everything, including risk, liquidity as
well as non-financial needs,” she explained. “We
also understand that this can change with time, so
keep a dialogue open with them.”
She added this was endorsed by the client surveys
that are taken every three years. In the most recent,
from the fourth quarter of 2011, 98 percent said
they were satisfied or very satisfied while 83
percent would recommend the firm.
PAM Awards hat tricks
Heartwood completed its PAM Award hat trick
winning the Total Wealth Solutions Provider –
HNW Award for the third year in a row.
“Combining investment management, tax,
retirement and estate planning and delivering it
cohesively to a client with tangible financial
benefits is a demanding process,” commented
Simon Lough, the firm’s chief executive. “It relies
on having the right blend of specialist skills and a
robust service model. While total wealth offerings
are becoming more common, a culture where
wealth structuring and investment are truly
integrated cannot be conjured out of the ether, and
the fact that this philosophy and practice is
embedded within Heartwood is what sets us
apart.”
Schroders Private Banking also won an award for
the third year running - Image and Reputation-
UHNW.
“This is the third consecutive year we have won
this award,” said Rupert Robinson, chief executive
of the firm. “It reflects the integrity and skill of our
people to provide complex solutions to very
wealthy clients and families. It reflects the integrity
of our business model, the Schroders brand and our
proven ability to deliver excellence to this client
segment.”
The firm has been a multiple PAM Award
winner in previous years and 2012 was no
exception as it also won in the Investment
Performance - Cautious Portfolios category.
“The enhancements we have made to our
investment process have led to superior risk
adjusted returns across our core multi-asset class
strategies,” said Mr Robinson. “We continue to
www.pamonline.com