Wed 30th Jul 2014
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PAM Awards UK 2010 : 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 is Chairman and Editor-in-Chief of PAM Insight, a business he founded in 1993. James began his career at Haymarket Publishing in 1985, moving to Centaur Communications to start covering financial services in 1987. He began focusing specifically on private wealth management, both in the UK and around the world, in 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 from the UK and has been Chairman of the PAM Awards Judging Panel since its inception in 2000. He launched www.pamonline.com in 2001, www.thewealthnet.com in 2002, Private Client Practitioner and www.eprivateclient.com in 2003. He departs for Hong Kong in March 2010 to focus on extending PAM Insight's content delivery and product development in key financial centres around the world 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.
Euan Dangerfield
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
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
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
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.
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
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
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.


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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