Thu 24th Jul 2014
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PAM Awards UK 2001 : Judging Panel

The Judging Panel, which was established in 2000, delivers both quantitative and qualitative evaluation of leading firms across all PAM Awards categories. The Panel is comprised of a group acknowledged as leading independent experts from various private client advisory and related professions, many of whom are regularly involved in advising clients on selection of investment managers, as well as monitoring portfolio performance and levels of client service.

PANEL MEMBERS

James Anderson
James Anderson is Chairman and Editor-in-Chief of the business, which he founded in 1993. As well as owning its own stable of financial publications and products, the business acts as publisher for a range of leading professional bodies, including the Alternative Investment Management Association, the Faculty and Institute of Actuaries, The Chartered Institute of Taxation, the Society of Trust and Estate Practitioners and the Association of Taxation Technicians. James has been publishing for the financial services market since 1987, focusing specifically on the private client sector, both in the UK and around the world, since 1990. James launched Wealth Management magazine in 1997, then established PAM (Private Asset Managers) and the PAM Awards in 1999 as a guide to the leading asset managers providing portfolio management services to private clients and has been Chairman of the PAM Awards Judging Panel since its inception. He launched www.pamonline.com in 2001.
John Elder
John is Managing Director of the Investment Consulting practice at Ernst & Young, which was set up in July 1999 to deal with private clients, trusts and charities with investible assets of £10 million and above. The practice focuses on both domestic and off-shore clients, advising on portfolio construction, and risk adjusted portfolio monitoring, in addition to carrying out portfolio audits and advising on structured product solutions. John has been in the financial services industry for 26 years and is a member of the Securities Institute, Institute of Financial Planning, Society of Financial Advisors and the Compliance Institute.
Graham Harrison
Graham Harrison is Managing Director of Asset Risk Consultants (ARC), part of the Bachmann Group. After obtaining a post graduate degree from the London School of Economics, Graham worked for HSBC in their corporate finance division where he specialised in financial engineering. Following a secondment with the Caribbean Development Bank, he moved to Guernsey to work for the Bachmann Group with a brief to develop asset management and investment consultancy services for Captives, Trust Companies and Pension Funds. He is a regular commentator on fund performance for various specialist financial magazines and has appeared on Sky News. In 1999 Graham was voted IFA Personality of the Year by International Money Marketing.
Michael Maslinski
Michael Maslinski is a director of Maslinski Lawrence & Co Ltd, 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, 6 years ago, Michael was Head of Marketing and Business Development for Coutts & Co, where he was a member of the executive committee. He has 20 years practical experience of banking and is a regular speaker at conferences and seminars, as well as being 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 investment advisory services for Deloitte and Touche Private Clients, providing wealth management solutions to high net worth individuals and trustees. Both investment management and monitoring is offered to clients of the firm, being integrated with tax planning, trust advice and financial planning areas within the private client group. Since graduating, Conrad has been an investment professional for fourteen years working in merchant banking, actuarial consulting and asset management before joining Deloitte & Touche in 1996.
Ian Orton
Ian Orton, an economist by training, is editor of Wealth Management and a highly regarded authority on the international investment industry. Formerly editor of Funds International and Private Banker International Ian has extensive experience and knowledge in the financial services market. Ian has worked as a consultant with a wide range of banks, national and supra-national organisations. He has edited and written various specialist books covering the financial services market, including Re-engineered Banks, Private Banking at the Crossroads, and Non-Bank Banks - A Potent Threat?.
Guy Paterson
Guy Paterson is Director of Advisory Services at Granville Baird Wealth Management. Guy qualified as a Chartered Accountant in the London Office of Peat Marwick in 1979. He spent six years in corporate finance with two city investment banks followed by six years in trade publishing. He was Managing Director of Linguaphone Group Plc from 1990 to 1993. He returned to the City in 1994 and established the Advisory Department of Guinness Mahon Private Bank. In January 1999, following the takeover of Guinness Mahon, he moved his advisory practice to Granville Baird. He specialises in advising private clients and their trustees on wealth structuring and fund manager selection and monitoring. He chairs the Wealth Management Forum, a private group which brings together the major providers of private office services for wealthy families.
Simon Philip
Simon Philip is a partner in Arthur Andersen, leading the personal financial planning practice and being joint head of the Private Client Services practice in the UK. Simon is author of Kelly’s Financial Planning for the Individual, consultant editor of The Financial Adviser's Factbook and regularly contributes to the national press. He is a Fellow of the Institute of Financial Planning and Chairman of its Technical Committee. He advises a wide range of personal and corporate clients.
Andrew Pitt
Andrew Pitt is a Chartered Accountant and has been a partner in KPMG in Bristol for 15 years. He works within KPMG’s Entrepreneurial Solutions group and his practice includes dealing with family businesses and private clients who are mainly based in London and the South West. In the course of this work he has had extensive dealings with a large range of Private Asset Managers, in some cases setting up Private Unit Trusts for bigger clients and in others dealing with smaller trust funds with traditional portfolios. His clients are increasingly requiring beauty parades and benchmarked performance. He assists colleagues in KPMG across the UK on investment manager selection issues.
Tim Watts
Tim Watts has been employed in the finance industry for around 25 years having experience of both onshore and offshore jurisdictions. Today he is an Investment Services Director with The Abacus Financial Services Group Ltd in the Channel Islands. Abacus started life in the late 1960’s, has offices in Jersey, Guernsey, London & Edinburgh and now employs over 350 people in areas of Trust & Company Administration, Corporate Services & Asset Management. Since joining Abacus in 1995 Tim has introduced a range of investment related services to the traditional trust & company environment. These include comprehensive investment manager and client portfolio evaluation, which has lead to Abacus being widely recognised as an innovator in this field. He is a holder of the International Securities Market Association Diploma and a Member of the UK Securities Institute. A keen motorcyclist, his hobbies also now include a range of the more recognised outdoor pursuits.
Neil Wright
Neil Wright is a Director in PricewaterhouseCoopers working with the firm’s Personal Financial Planning department. He has specialised in advising clients on investment planning since qualifying as a Chartered Accountant in 1985. He advises a broad range of individuals, companies, trusts, pension schemes and charities on investment planning. He is the Chairman of PwC’s Investment Research Group, which is responsible for establishing the firm’s investment advice strategy and methodology, including the firm’s research on unit trusts, offshore funds, investment trusts and other investment products.
Anthony Yadgaroff
Anthony Yadgaroff, a former fund manager and equity analyst, founded Allenbridge Group plc in 1984 to provide a performance measurement and fund manager selection service for high net worth individuals. Today it has an extensive team of professionals including five actuaries, to provide private clients with appropriate benchmarks and monitoring. Allenbridge also provides other services for the investment community, including Hedge Funds rating and evaluation and UK Tax Shelters research.


To view previous year's PAM Awards, click below:

2014 AWARDS 2013 AWARDS 2012 AWARDS 2011 AWARDS 2010 AWARDS
2009 AWARDS 2008 AWARDS 2007 AWARDS 2006 AWARDS 2005 AWARDS
2004 AWARDS 2003 AWARDS 2002 AWARDS 2001 AWARDS
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