Sat 25th Oct 2014
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PAM Awards UK 2002 - 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.

 

The information on this page is historic, representing the Judging Panel as it was for the 2002 PAM Awards.

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 and is currently overseeing the development of www.thewealthnet.com, a daily news service due to launch alongside Wealth Management magazine later this year.
Roderick Balfour
Roderick has been a Director of Rothschild Trust for over 10 years responsible for international business development and overseeing investment matters where Rothschild Trust has had a long-established open-architecture approach. In that time he has dealt with families all over the world, working with their professional advisers to implement structures for succession and other objectives. This has led to wide experience of the practical issues facing different types of client and the very varied range of international assets involved - private operating companies, multi-manager investments, art, real estate etc.. In this work he has also had experience of a very wide range of portfolio managers in Europe and the USA. Prior to Rothschilds, Roderick's principal experience was gained in the investment field including private client advisory, institutional fixed-income and as principal. Roderick Balfour speaks fluent French and Spanish and was educated at Eton College and London Business School.
Graham Harrison
Graham 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 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, 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.
David Nolan
David is the Director of Investment Strategy at Walbrook Asset Management, which is part of the Deloitte and Touche Offshore group of companies, covering the Jersey, Guernsey and the IOM. He has twenty-two year’s experience in financial services both within the United Kingdom and offshore environment, sixteen in portfolio management and six in financial planning. David is responsible for the selection of external investment managers and portfolio monitoring relative to specific benchmarks, for approximately £2.5bn assets within Trust and Company structures. He was previously Head of Investments at Coutts (Jersey) Ltd and a member of the Investment Policy Committee for Coutts Offshore Europe.
Ian Orton
Ian, 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 is Director at Unigestion UK Ltd. He 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 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 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.
Larissa Wilson
Larissa is Managing Director of Ernst & Young Investment Consulting, dealing with private clients, trustees and charities with investible assetsof £10m and above. The practice caters to both domestic and off-shore clients and covers (a) Quantitative and Qualitative Risk Assessment, (b) Optimal Asset Allocation & Benchmarking, (c) Portfolio Construction & Implementation and (d) Risk Adjusted Performance Monitoring. By drawing on the resources of E&Y as a whole the practice is also able to offer structured products solutions for those with single stock exposure of £3m and above. Larissa’s previous experience has been as a Fund Manager, firstly with the private bank Coutts & Co. in London, followed by Fortis Investments (formerly Mees Pierson), in Hong Kong, managing institutional funds.
Neil Wright
Neil 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, 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:

2015 AWARDS 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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