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:

Watch this space ...



Launch of eprivateclient Excellence Awards

Applying the same principles of the PAM Awards to the private client advisory professions, these Awards set a new benchmark for those organisations looking for genuinely independent, rigorous and transparent recognition of their achievements.

Launch of live virtual PAM Awards

A digital first, incorporating online networking with a live broadcast of our market-leading Awards programme. We managed to bring together the sector’s leading professionals on a digital platform for a gala reception, dinner and Awards ceremony.


Launch of PAM Connect

A unique series of exclusive networking events, in high quality venues, enabling our extended audience of leading practitioners to connect and forge new and lasting relationships, as well as nurturing those with existing professional contacts.

Launch of PAM Leadership Insight Series

Providing the next generation of future leaders in wealth management with curated access to proven and prominent industry figureheads, to help them hone their leadership skills.


Launch of PAM SME Series

Creating a community of smaller, newer wealth management businesses, where their founders can learn from entrepreneurs who have already successfully navigated the challenges of growth.

Launch of PAM Digital Survey & Forum

The first independent annual study to focus exclusively on the latest trends and developments in digital technology and how these are impacting the wealth management sector.


Launch of PAM CEO/CIO/COO meetings

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

Launch of the Top 25 Series

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 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.

Launch of Jurisdiction Report Series

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

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.

Launch of

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

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.

Formation of the PAM Awards judging panel

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.


Launch of PAM (Private Asset Managers)

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

Launch of the STEP Journal as a bi-monthly publication

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 Wealth Management magazine

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.

Launch of the STEP Membership Directory

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.