PAM online - Find A Private Asset Manager

Do you want your portfolio to be managed on a segregated or pooled basis?

Do you want your portfolio managed on a segregated or pooled basis?

With a segregated portfolio your money is invested directly into individual holdings, giving you a tailored portfolio (i.e. you own the investments directly). With a pooled fund, your money is combined with money from other investors and the fund itself then invests these combined monies into the market. For more information, please visit PAM Guide to Wealth Management

How do you want your manager-client relationship to be managed?

Some asset managers split the function of investment management from client relationship management - you should consider whether or not you want the person you deal with to be the person who actually manages your portfolio. Some managers operate a team-based approach where you are looked after by both an investment manager and a relationship manager.

What are your fundamental investment objectives?

You may want your portfolio to generate an income, or you may want to generate long-term growth in the value of your portfolio. Perhaps you may want a combination of both of these. For more information, please visit PAM Guide to Wealth Management

What is your preferred charging structure?

A clean management fee is fixed, so you will know in advance what your management charges each year will be. Transaction-related commissions (which are VAT exempt) will vary each year, depending on the level of turnover on your account (i.e. how many of the stocks in your portfolio are bought or sold). Some managers will charge both a fixed fee and transaction charges. For more information, please visit The cost of investing

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Are there any particular asset classes that you need your private asset manager to invest in?

If you are unsure about any of the products or services shown, then do not highlight them. If, however, you know precisely which products or services you want your manager to be able to provide, then you can highlight these by clicking on them. For more information, please visit PAM Guide to Wealth Management

Do you want to select a manager based on its stated minimum investment threshold or its actual average client portfolio size?

Some asset managers have an average client portfolio size which is substantially greater than their stated minimum portfolio size (e.g. an average of £2 million versus a minimum of £500,000).

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What ancillary products and services, if any, is it important that your private asset manager provides?

Which of the following best describes your attitude to risk?

You need to consider what you want your portfolio to achieve - and the extent to which you are prepared to accept risk in order to achieve growth in the value of your portfolio. Do you want to create additional wealth from your investment, or to protect the wealth you already have. You may want to have an element of both these options represented in your portfolio. For more information, please visit PAM Guide to Wealth Management

How much of your capital would you be prepared to risk losing in pursuit of your investment objectives?

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How much of your capital would you be prepared to risk losing in pursuit of your investment objectives?

You need to consider the sum of investment that you are prepared to lose, or can afford to lose. For more information, please visit PAM Guide to Wealth Management

Select a Private Asset Manager - Advanced Search

Fill in the relevant questions below to update results at the bottom

Do you want your portfolio to be managed on a segregated or pooled basis?

How do you want your manager-client relationship to be managed?

What are your fundamental investment objectives?

What is your preferred charging structure?

Are there any particular asset classes that you need your private asset manager to invest in?

Do you want to select a manager based on its stated minimum investment threshold or its actual average client portfolio size?

What ancillary products and services, if any, is it important that your private asset manager provides?

Which of the following best describes your attitude to risk?

How much of your capital would you be prepared to risk losing in pursuit of your investment objectives?

How would you like to able to view information about your portfolio?

How would you like to be able to buy and sell holdings in your portfolio?

How would you like to have access to investment research and market commentaries?

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