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PAM Awards 2012: Judging Panel |
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The Judging Panel, which was formed in October 2000, delivers qualitative evaluation of the leading managers in the High Net Worth Class. The Panel is made up of the leading exponents of private client investment manager selection and performance monitoring.
PANEL MEMBERS
| James Anderson Chairman | | James founded PAM Insight in 1993 and has been Chairman of the PAM Awards’ Judging Panel since its inception. He began his publishing career at Haymarket in 1985 and has been focused on the financial services sector since 1987, specifically working in the field of private wealth management, both in the UK and around the world, since 1990. James launched the UK edition of the PAM directory in 1999 as a guide to asset managers providing portfolio management services to private clients, following this with the launch of the PAM Awards in 2000 and PAMonline in 2001. PAM Insight also publishes newswires – thewealthnet and eprivateclient - and runs many private client practitioner events & initiatives through PCP Events. James founded PAM Insight International in 2010 and is now focused on the development of company’s brands outside the UK. | | Dermot Callinan | | Dermot is a partner in the KPMG tax practice based in Leeds and is Head of Private Client Advisory and People Services in the North. Dermot leads a team of 80 tax professionals, specialising in personal taxation planning and compliance, trust accounting and taxation, international executive services, employment tax advisory and executive compensation, including share schemes. Dermot has advised on a number of significant transactions, floatations and management buyouts and his private client specialist knowledge is widely recognised. Dermot is a chartered tax advisor and member of the Society of Trust and Estate Practitioners with 20 years experience. | | Graham Chambers | | Graham is a partner at Dixon Wilson Chartered Accountants based in Chancery Lane and has spent his entire career at the firm. Graham has thirty years’ experience of working with private clients and particular experience of working with family offices, both setting up and on-going. He also advises on high level tax issues, residence and domicile, trustee work, asset protection and succession planning. In addition, Graham is a chartered tax adviser and a member of STEP. | | Stuart Davies sub-committee chair, Innovation | | Stuart is a Director at LJ Athene Investment Advisors in London. He has more than 20 years' experience of providing financial planning and investment advice for wealthy individuals and families. Stuart specialises in long term strategic financial planning, investment and performance consulting, and international financial planning. His work includes detailed risk analysis for client portfolios, objective setting, portfolio benchmarking, manager search and assessment and ongoing performance monitoring. He advises a large number of wealthy individuals, families, trusts and other organisations in the UK and overseas. | | James Day | | James is Managing Director and founder of Peritus Investment Consultancy located in Zurich. Peritus guides wealthy private clients and trusts through the complex task of risk profiling, strategic asset allocation, manager selection and ongoing performance evaluation. The company places great emphasis on strong ethical values. Peritus is not tied to any Investment Manager and refunds all institutional rebates negotiated on the client's behalf. The company's mission is "to enhance the investment experience clients have in the management of their wealth". | | John Elder sub-committee chair, Client Service Quality | | John is a founding partner in Family Office Advisors LLP. He was previously a director of the London and international office of BNY Mellon Family Office Services. His responsibilities included coordinating UK and International strategy within the Family Office Services Division, in addition to overseeing the growth of the UK and international business. Prior to joining Mellon, John established and ran the Investment Consulting Practice at Ernst & Young in London. He has more than 30 years of broadly based financial services experience encompassing consulting, investment management and financial planning. John is a Chartered Fellow of the Chartered Institute for Securities and Investment, an Associate of the Institute of Financial Planning and an Associate of the Compliance Institute. John is now involved in consulting within the family office and financial services sector. | | Graham Harrison sub-committee chair, Investment Performance | | Graham is co-founder and managing director of Asset Risk Consultants Limited (ARC), an independent investment consulting practice. ARC provides advice to wealthy individuals, trust companies and private banks on portfolio construction and design, risk profiling and performance measurement. The philosophy of ARC can be summarised as "translating information into knowledge" and represents a response to the most common complaint heard from potential clients: too much hay; too few needles. ARC helps clients sort out the padding and get to the point! Graham is a regular commentator on investment manager performance trends and is a Fellow of the Securities Institute. | | Paula Higgleton | | | 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 joint-Managing 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 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 sub-committee chair, Image & Reputation | | 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 and managed 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 sub-committee chair, Quality & Clarity of Reporting | | David is a Partner and Director of Ivey Cox Consulting Ltd which provides consulting services to Fund Management clients and he also acts as a Non Executive Director for a number of collective funds. He has thirty years experience in investment management and consultancy services, in both the UK and offshore environment. He is a Fellow of the Securities Institute (FSI) and also holds the Investment Advice Certificate (IAC). Prior to joining Ivey Cox David was Managing Director of Walbrook Investment Consultants and was a Director of the Walbrook PCC No 1 Ltd, from 2004 until 2007, where he was responsible for the selection and review of third party discretionary investment managers and external financial service providers. Before this, he was Director of Investment Strategy with Deloitte in Jersey from 2000 to 2003 and was a member of the Kedge Capital Investment board, the fund management arm of a discrete family office as an independent investment adviser from 2002 to 2005. | | Ian Orton sub-committee chair, Total Wealth Solutions Provider | | 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). NQP was set up in 2010, as a boutique private client legal practice and advisory service. 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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