An Ongoing Story of Innovation

Our deep understanding of the mosaic that comprises the different elements of wealth management and the unique dynamics and interaction of its various constituents have enabled us to deliver innovative value-added solutions across the spectrum of professional advisory disciplines. Here are some of the highlights:

The creation of this product helped put STEP (the Society of Trust & Estate Practitioners) on the map. Over the next decade James Anderson, our founder, acted as STEP’s publisher.

Launch of
the STEP

Launch of Wealth Management

Before anyone else, we joined up the dots, from private banking, to investment management, to wealth structuring, to insurance, to real estate, to family governance and so on.

We turned what had previously been a quarterly newsletter into a regular professional journal, adding a fresh dimension to the value
of STEP membership.

Launch of the
STEP Journal
as a bi-monthly

Launch of PAM
(Private Asset

The first exhaustive reference source covering private asset management, including data on over 250 private banks, investment managers, stockbrokers, financial advisers, etc.

The rigour, independence and transparency of the PAM Awards is known throughout the private client professions. When a firm wins a PAM Award, it really is based on merit.

Formation of the
PAM Awards
judging panel

Launch of

The online portal that brings private clients and their professional advisers into closer proximity with private asset managers, as well as highlighting which firms are leading their peers.

The world’s first and still the leading daily international news service exclusively devoted to the professional wealth management community. We break the stories others follow.

Launch of

Launch of

The world’s first and only daily news service dedicated to meeting the
specific needs of senior wealth structuring professionals. News and authoritative technical analysis
you can trust.

With authoritative analysis by leading professionals in their respective fields, this series keeps private client advisers up-to-date with the latest developments in the offshore world.

Launch of
Report Series

Launch of
PAM Global 50

Acknowledged as the definitive rankings of the world’s most successful private wealth management businesses, this report is essential reading for anyone covering or working in the sector.

Initially UK-centric in its coverage, these reports track the largest and most successful professional private client advisory firms, including lawyers, accountants, fiduciary businesses
and so on.

Launch of
the Top 25 Series


We combine incisive, thought-provoking content with the confidential chamber that gives C-level executives the confidence to discuss critical issues affecting their businesses.

Now reaching out to the institutional financial product manufacturers at an institutional level, we create unique events that combine intellectual stimulation with quality networking opportunites.

Launch of

this space...