Sat 19th Apr 2014
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PAM Awards UK 2007 : 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 and the Actuarial Profession. 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, www.thewealthnet.com in 2002, Private Client Practitioner and www.eprivateclient.com in 2003.
Roderick Balfour
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 work historically has involved Latin countries in Europe and the Americas. 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 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.
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
Euan is Director of Investment Services for the Private Wealth division of Mourant. He has over 10 year's investment experience, managing portfolios for private clients in both Onshore and Offshore jurisdictions. Before returning to Jersey to join Mourant he was head of a team of private client portfolio managers at Royal Bank of Canada in London, and prior to that he has worked for HSBC and Hill Samuel. Euan deals with a wide variety of Investment Management firms. His role is to select investment managers based on a quantitative and qualitative approach and to monitor performance both in absolute terms and on a risk adjusted basis. The fundamental aim is to ensure that all Mourant investment portfolios remain appropriate and focused on the underlying clients' investment objectives in terms of asset allocation and content. Euan holds the Securities Institute Diploma and is a Fellow of the Institute.
Stuart Davies
Stuart is a Director in the Wealth Advisory team of Deloitte PCS Limited in London. He has almost 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, 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". James has over 17 years of industry experience having worked as an investment manager at Morgan Stanley Quilter and ABN AMRO prior to joining Ernst and Young Trust Company as Director of Investment Services where he established a team dedicated to performance evaluation and manager selection for the Trust Companies clients.
Graham Harrison
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.
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 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.
Susan McCabe
Susan gained a BA(Hons) from The Queen's University of Belfast and started her career working as a stockbroker at Phillips & Drew, where she became a Registered Representative of the London Stock Exchange. She subsequently joined ANZ Grindlays Bank as an Investment Manager managing private client portfolios in a number of currencies. In 1997 Susan joined Mourants (one of the largest law firms and trust companies in the Channel Islands) where she established the Investment Services department and was appointed Director, Investment Services. In 2004 she established Investment Risk Management Limited and acquired the business of Ernst & Young Investment Consulting. In February 2005, she joined EFG Reads Trust Company as a Director, Investment Services. In addition, Susan is a Member of the Securities and Investment Institute and President of the Securities and Investment Institute in Jersey, the third largest branch in the UK.
David Nolan
David has twenty-five years experience in Investment Management, providing advice to Trust Companies and higher net worth clients both within the UK and offshore environment. David joined the Walbrook Group in September 2000 as Director of Investment Strategy, having previously been responsible for the investment team within Coutts (Jersey) Limited from May 1995 and having started his career with NatWest Investments in the UK in 1979. David is appropriately qualified in terms of both qualifications and experience as required under the Financial Services (Jersey) Law 1998 and is a principle person as defined by the JFSC codes of conduct. He holds the Investment Advice Certificate (IAC) and is a Member of the Securities Institute. In 2001 David was appointed to the four-person Investment board for Kedge Capital funds who are responsible for $1.6bn assets under management.Within Walbrook Asset Management Limited (WAM) David is responsible for the selection and review of third party Discretionary Investment managers, together with overall responsibility for the selection of all external service providers as Chairman of the Investment Strategy Committee. In this regard WAM provide independent and professional advice to the Walbrook group and are responsible for the monitoring of £1bn of trust and company assets.
Ian Orton
Ian, an economist by training, is editor of TheWealthNET and Wealth Management - and is 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?
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.
Rupert Younger
Rupert co-founded Finsbury, one of London’s leading financial public relations companies in 1994 and is a consulting partner with the firm, a role that he has taken since the beginning of 2007. He has over fifteen years of experience in financial communications, working with major UK and International companies on their financial communications, investor relations and reputation management programmes, and he is a specialist in international IPO's and M&A, having led many of Finsbury's major transactions. His IPO and transaction expertise includes UK, European and US activities for companies including Royal & Sun Alliance (London), Enel (Italy) RTL Group (Luxembourg/London) and Universal Music (US/Europe). He is also responsible for the international operations at Finsbury, co-ordinating at Board level the Group's client and operational development in Europe and the US.



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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