The next step is to accumulate information on your personal and financial affairs.
Personal information will include your age, the age of your spouse, how many children you have, when you plan to retire, as well as information to help to estimate your life expectancy. Financial information will include data on your income, existing investment portfolio, savings, other assets and liabilities, including everyday expenditure and long-term commitments, such as school fees. Investments should be broken down into asset classes, so that projections for future returns can be made. You should also include insurance in this analysis, notably whether you have cover for loss of income and critical illness.
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.
To reset your password please enter code below.
To restore your password please enter your email below.
To see full information of the Private Asset Managers, plus the opportunity to rate and follow, login or register
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 activate your account enter valid activation code below.
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.