Sun 5th Feb 2012
About Us   l   Sitemap   l   FAQ   l   Contact Us
Username:
Password:
Not yet a member?     Forget your password?
 

 
PAM Awards : Winners

High Net Worth Class

• Investment Performance: Defensive Portfolios

Winner
Ruffer Investment Management
Shortlisted
Ansbacher Wealth
Coutts Group
Liberty Ermitage Global Wealth Management Limited


• Investment Performance: Balanced Portfolios

Winner
Liberty Ermitage Global Wealth Management Limited
Shortlisted
Ansbacher Wealth
Merrill Lynch Investment Managers
Morgan Stanley Private Wealth Management


• Investment Performance: Growth Portfolios

Winner
Liberty Ermitage Global Wealth Management Limited
Shortlisted
Fisher Investments
GAM
J O Hambro Investment Management


• Best use of Alternative Investment Classes

Winner
GAM
Shortlisted

Ansbacher Wealth
Liberty Ermitage Global Wealth Management Limited


• Best use of Long-only Multi-Manager structures

Winner:
Coutts Group
Shortlisted:
Morgan Stanley Private Wealth Management


• Product Innovation

Winner:
Goldman Sachs International
Shortlisted:
Merrill Lynch Investment Managers
Newton Investment Management Limited
Schroders Private Bank
• Quality & Clarity of Reporting

Winner:
Sarasin Investment Management
Shortlisted:
Chiswell Associates Limited
Newton Investment Management Limited
Schroders Private Bank


• Image & Reputation

Winner:
GAM
Shortlisted:
Goldman Sachs International
J O Hambro Investment Management


• Overall Service Quality – Boutiques

Winner:
Chiswell Associates Limited
Shortlisted:
JO Hambro Investment Management
Sarasin Investment Management


• Overall Service Quality – Large Institutions

Winner:
GAM
Shortlisted:
Goldman Sachs International
Morgan Stanley Private Wealth Management

    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