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Wealth planning award win

We’ve won the award for Total Wealth Planning – High Net Worth at the 2022 PAM Awards, which were held at the Royal Lancaster Hotel in London.
Published 27 May
1 mins

We are delighted to win the award for Total Wealth Planning – High Net Worth at the 2022 PAM Awards held at the Royal Lancaster Hotel in Mayfair.

Senior wealth planner Simon Prescott and Anna Slater, paraplanner, accepted the award on behalf of the team.

Our wealth planning capability is firmly embedded in our advice process and has engaged our clients. We are delighted that our approach has now been recognised as industry leading by an independent panel of judges.

The PAM awards are acknowledged in the industry as the leading awards for high net worth wealth managers and private banks so it is especially rewarding to receive such an endorsement for the first time. 

This accolade follows closely after the Best Private Bank award received at the 2022 City of London Wealth Management Awards (COLWMA) in March.  We were also named Best Boutique Private Bank in the Middle East and North Africa region, which was awarded by the industry publication WealthBriefing, in November last year.

Simon Prescott and Anna Slater collected the award on the night.

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