Private wealth advisers come in many different forms. It is even difficult to generalise about one category of adviser. Some private banks or financial advisers, for example, will offer a more personal and comprehensive service than their competitors.
In choosing an adviser, what is important is the chemistry between you and the adviser, whether you trust the adviser, whether he or she is best placed to help you meet your financial goals and his or her relationship with other professionals you may need to use.
Some private wealth advisers attempt to be generalists in that they offer to advise you on all your financial planning requirements. Others are specialists in particular parts of the wealth management process, such as discretionary private asset managers, lawyers, or trust companies.
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.Order Now
Subscribe to PAM to hear about the latest news and promotions
Site Content Copyright PAM Insight Ltd 2016
This option is not available when logged in as a Private Asset Manager.
For registering with PAMonline. You should now receive an email asking you to verify your email address. If you do not receive this email, please call +44 (0)207 967 1601 for assistance.
For registering with PAMonline.
You should now receive an email asking you to verify your email address.
If you do not receive this email, please call +44 (0)207 967 1601 for assistance.
To return to the Home page, click here
To see full information of the Private Asset Managers,
plus the opportunity to rate and follow, login or register.
Please fill in all the fields.
To resend activation email type in your registered email address below. Or contact the PAM office on +44 (0)20 7967 1608 to get instructions to activate your account.