Awards and ratings

To demonstrate our commitment to protecting our clients, we have worked hard to gain certification in the National Cyber Security Centre's ‘Cyber Essentials Plus’ accreditation.

Now in its 10th year, Citywire have conducted a nationwide search for the leading fund selectors who are reshaping the industry. We are delighted to announce that three of our colleagues made the Top 100. Congratulations to Thomas Meredith and David Appleton who have been listed. 

We are delighted to announce that we have been crowned the Best Multi-Asset Portfolio Manager– UK at the Wealth and Finance Fund Awards 2021!

We are delighted to have been recognised as one of the 2021 thewealthnet Top Financial Planning Companies.

Thewealthnet Top Financial Planning Companies 2021 recognises those organisations that provide financial planning services to wealthy individuals. The list is built using data provided by firms, with the assistance of PAM Insight’s research team and our accumulated market knowledge. Another crucial element is feedback and recommendations from professionals from across the wealth management sector.

Congratulations to Akos Dietrich in our Jersey office who has been included on the 2020 PAM Top 40 Under 40!

Nominations were received through an open call and results were based on PAM Insight's experience and knowledge of who is rising to the top quickly, and why. Factors taken into account included the reputation or performance of the company that the nominee works for, feedback from senior executives, trajectory of promotion/business development success and relative age, and active involvement in promoting good organisational culture.