PAM Guide to Wealth Management


A considerable number of leading professionals have been involved assisting with in the technical aspects of this Guide over a number of years. Without their valuable contributions and professional expertise and advice, the task of completing this would have been much more challenging.  In particular, we would like to thank the following:

  • James Buttefill - ETF Securities
  • Nick Cann - formerly of the Institute of Financial Planning
  • Jonathan Conder - Macfarlanes
  • Patrick Connolly - Chase de Vere
  • Russell Cooper - RMC Wealth Management
  • Stuart Davies - LJ Athene
  • Simon Hildrey - Liontrust Asset Management
  • Daniela Glover - Smith & Williamson
  • Chris Lintott - Penningtons Manches
  • Julie Lord - BFP Wales
  • Simon Philip - formerly of Deloitte
  • Julia Rosenbloom - Smith & Williamson
  • Paul Stibbard - Rothschild Trust Corporation
  • Frederick Tatham - Farrer & Co
  • Nicola Thorpe - Charles Russell Speechlys
  • Sophia Watsham - EY

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The PAM Directory is a comprehensive guide on comparative data focusing on asset managers, investment managers, private banks, stockbrokers, wealth managers and multi-family offices, who provide discretionary and/or advisory portfolio management services for private clients.

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