Sun 5th Feb 2012
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PAM Awards : Winners
HIGH NET WORTH CLASS | AFFLUENT CLASS

High Net Worth Class - Portfolios of £1 Million or More

• Investment Performance: Defensive Portfolios

Winner
Global Asset Management
Shortlisted
Coutts
Lazard Asset Management Limited


• Investment Performance: Balanced Portfolios

Winner
Global Asset Management
Shortlisted
Chiswell Associates Limited
Lazard Asset Management Limited
Merrill Lynch Investment Managers


• Investment Performance: Growth Portfolios

Winner
Global Asset Management
Shortlisted
Fisher Investments
Lazard Asset Management Limited


• Investment Performance: Specialist Portfolios

Winner
Lazard Asset Management Limited
Shortlisted
Singer & Friedlander Investment Management Limited


• Quality & Clarity of Reporting

Winner:
Chiswell Associates Limited
 


• Image & Reputation

Winner
Singer & Friedlander Investment Management Limited
Shortlisted
Coutts
Global Asset Management


• Overall Service Quality

Winner:
Global Asset Management
Shortlisted:
Chiswell Associates Limited
Newton
Schroders Private Bank
Singer & Friedlander Investment Management Limited

    PAM News  
HMRC rules Briton living in France liable to CGT
UK charitable giving declines 15 percent in past year – Coutts
Bleak start for 2012 but signs of recovery beyond the first half, says HSBC Private Bank
Investment landscape to be shaped by policy makers in 2012, say wealth managers
Morgan Stanley Smith Barney aims to boost charitable giving with Gifts for Good catalogue
HMRC launches specialist unit to tackle offshore tax evasion
Prospect of UK general anti-abuse tax rule rise following experts' recommendations
FSA rejects calls to delay the RDR
Campaign to encourage wealthy to leave 10 percent to charity launched
US firms dominate in size but European private banks and wealth managers have the bigger global presence