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PAM Awards 2011: 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 the business of 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 publishing for the financial services sector since 1987, focusing specifically on private wealth management, both in the UK and around the world, since 1990. James launched the UK edition of PAM in 1999 as a guide to asset managers providing portfolio management services to private clients. He followed this with the launch of the PAM Awards in London in 2000 and PAMonline in 2001. PAM Insight also publishes thewealthnet, Private Client Practitioner and eprivateclient.com. | | Roderick Balfour Vice-Chairman | | Roderick Balfour is a founder and director of Virtus Trust, an independent trust company. He was formerly at Rothschild Trust, where from 1990 to 2004 he was Director responsible for international business development and overseeing investment matters. Much of his past work involved Latin countries in Europe and the Americas, leading to wide experience of the practical issues facing different types of client and the varied range of international assets involved - private operating companies, multi-manager investments, art, real estate etc - and a wide range of portfolio managers in Europe and the USA. Prior to Rothschild, Roderick’s principal experience since the 70s was gained in the investment field including private client advisory and institutional fixed-income both as broker and as principal. From 1983 to 1990 he ran the dealing operations of the Union Discount Company of London. Roderick speaks fluent French and Spanish and was educated at Eton College and London Business School. After a break from the panel in 2010, he has returned in an advisory position. | | 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. | | Euan Dangerfield Sub-committee chair - Reporting | | Euan works for Asset Risk Consultants Limited (ARC), an independent investment consulting practice. Before joining ARC he was the director of Investment Services for the Private Wealth division of Mourant. He has many year's investment experience in both Onshore and Offshore jurisdictions. Before joining Mourant in 2003 he was head of a team of private client portfolio managers at Royal Bank of Canada in London, and has worked for HSBC and Hill Samuel. Euan holds the Securities & Investment Institute Diploma and is a Chartered Fellow of the Institute. | | Stuart Davies Sub-committee chair - Innovation | | Stuart is a Director in the Investment & Pension Consulting team of Deloitte PCS Limited 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. | | Andrew Hutton | | Andrew Hutton 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 | | | Michael Maslinski | | Michael is a director of Maslinski & Co, London based management consultants specialising in banking and wealth management. He has advised numerous financial institutions on the development of their strategies for the affluent sector, ranging from retail banks and insurance companies to stockbrokers, investment banks and family offices. Prior to starting his own consulting business in 1996, Michael was Head of Marketing and Business Development for Coutts & Co, where he was a member of the executive committee. He has over 23 years practical experience of banking and is a regular speaker at conferences and seminars and the author of numerous articles and surveys. He is an MBA (City University) and a Fellow of the Chartered Institute of Bankers. | | Conrad Montford | | Conrad Montford 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 | | 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 - Wealth Solutions Provider | | Ian Orton 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. | | Susan Tether | | Susan is an independent Public Relations consultant advising financial sector specialists such as Living Group as well as a number of individuals on a broad range of communication programmes both in the UK and worldwide. A financial communications professional, Susan gained huge experience through her 18 years working for Citigroup in a variety of roles, the most recent of which was Head of Corporate Affairs and Marketing for Citi Private Bank EMEA. At Citi, Susan led media strategy driving the build-out of the UK private bank operation, which included the acquisition of Quilter from Morgan Stanley in 2007. As a member of Citi Private Bank's management committee, she helped protect Citi Private Bank's image and reputation through the financial crisis by managing a continual programme of proactive dialogue with clients. |
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