Fri 18th Apr 2014
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2009 UK PAM Awards - Winners
The categories for the 2009 PAM Awards are:

Investment Performance: Defensive Portfolios
Winners:
RBC Wealth Management

Finalists:
Baring Asset Management, Matrix Investment Management, RBC Wealth Management, Rothschild

Investment Performance: Balanced Portfolios
Winners:
Ruffer LLP

Finalists:
Cazenove Capital Management Limited -old entry, Matrix Investment Management, McInroy & Wood Personal Investment Managers, Ruffer LLP

Investment Performance: Growth Portfolios
Winners:
Veritas Investment Management LLP

Finalists:
Newton Investment Management Limited, Sarasin & Partners, Smith & Williamson, Veritas Investment Management LLP

Investment Performance: Absolute Return
Winners:
Ermitage Global Wealth Management Jersey

Finalists:
Ermitage Global Wealth Management Jersey

Investment Performance: Income
Winners:
Smith & Williamson

Finalists:
Jupiter Asset Management, Smith & Williamson

Image & Reputation - HNW
Winners:
Cazenove Capital Management Limited

Finalists:
C Hoare & Co, Cazenove Capital Management Limited, Heartwood, Sarasin & Partners

Image & Reputation - UHNW
Winners:
JPMorgan Private Bank

Finalists:
Cazenove Capital Management Limited, JPMorgan Private Bank, Sarasin & Partners

Quality & Clarity of Reporting
Winners:
Berry Asset Management PLC

Finalists:
Berry Asset Management PLC, GAM, Merrill Lynch Wealth Management, Sarasin & Partners

Investment Product or Service Innovation
Winners:
Standard Life Wealth

Finalists:
Coutts, Morgan Stanley Private Wealth Management, Standard Life Wealth

Overall Service Quality - HNW Clients
Winners:
Sarasin & Partners

Finalists:
Cazenove Capital Management Limited, Jupiter Asset Management, Newton Investment Management Limited, Sarasin & Partners

Overall Service Quality - UHNW Clients
Winners:
Cazenove Capital Management Limited

Finalists:
Cazenove Capital Management Limited, JPMorgan Private Bank, Morgan Stanley Private Wealth Management, Sarasin & Partners



To find out about the winners and shortlist, please contact 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
    PAM News  
FCA warns wealth managers to be clearer on advice costs
UK investors show increasingly positive outlook for UK equities - survey
Be aware of disruptive technologies and 'mega trends,' says RBC Wealth Management
Fidelity lobbies FCA for ban on exit charges
Real estate and private equity to lead fund growth in 2014 - survey
Slower growth in China is investors' biggest concern, says J.P. Morgan Private Bank survey
Chinese moguls eclipse Duke of Westminster as UK property kings
Deutsche Asset & Wealth Management predicts solid 2014
Adviser optimism to drive asset allocation shift across Europe, say Blackrock researchers
AXA Wealth sets out impact of new platform rules