News and Views

We are proud to announce that we have been awarded the 2017 Suggestus 3D Award from ARC (Asset Risk Consultants), as well as being named ‘finalist’ within the ‘Investment Performance – Defensive Portfolios’ category at the PAM (Private Asset Managers) Awards 2017.

ARC provides independent investment consulting, manager research and performance reporting to private clients, charities, family offices, professional trustees and their trusted advisers. The 3D Award enables investors to identify investment managers that have demonstrated a superior standard of transparency.

The 3D award is given after more than 30 hours of research that included a due diligence questionnaire and analysis of client performance data as well as discussions with key decision-makers, and those who support them, to understand the firm’s investment processes and drivers, ensuring they are sustainable.

The PAM Awards are entered each year by private asset management firms who participate in an in-depth evaluation process. This evaluation includes questioning around several subject areas including group structure and personnel, investment management process, pooled funds/unlisted securities, regulation and investor protection, fees, charges and interest. Each entry is reviewed by a panel of leading industry professionals.

Roddy Buchanan, Head of Wealth Management, said “We are delighted to have been recognised for our commitment to clients of the core principles of professional multi-asset discretionary asset management on an ongoing basis.”

PAM Awards finalist5