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PAM partners with awarding winning wealth manager

Tuesday, August 06, 2019

Pacific Asset Management announces a strategic partnership with Zen Wealth LLP, an award-winning Wealth Management firm founded in 2012
Read the full press release below

Pacific Asset Management (PAM), the core asset management business of Sir John Beckwith’s Pacific Investments Group and Chartered Financial Management (UK) Ltd (CFM(UK)) are delighted to announce they have entered into a strategic partnership with Zen Wealth LLP.

As featured in:

International Adviser

Investment Week

Zen Wealth, a chartered, award-winning Wealth Management firm based in London was founded by Patrick Murphy in 2012. Patrick and his team will work with the enhanced resources of CFM(UK) and PAM to continue to develop its market leading holistic financial planning proposition.

Matthew Lamb, CEO of Pacific Asset Management said, We are delighted that Patrick and the entire Zen Wealth team have decided to partner with CFM(UK) and PAM. As we have said before “alpha” is often associated with the asset management industry, but, in many ways the most tangible “alpha” lies in the advice. Zen Wealth mirrors CFM(UK)’s advice for life commitment by using its outcome orientated approach to deliver on clients’ long term goals and objectives.

Russell Butts and Jon Marshfield, Directors at CFM(UK) commented, Zen Wealth are a close-knit team of highly qualified, knowledgeable and passionate people, sharing CFM(UK) and PAM’s client-first ethos, strong culture and values. The entire group will greatly benefit from the additional financial talent, to ensure we continue to meet the needs of the ever-growing client base.”

Patrick Murphy from Zen Wealth said, Since 2012 we have developed a very successful business by creating a range of well diversified portfolios, using a market cap weighted asset allocation approach and buying low cost funds that are rebalanced once a year. This simple approach has served our clients very well in the bull run that we have experienced since 2008, but we have felt for a while now, that we need to re-evaluate this approach.

Patrick continued, By joining forces with CFM(UK) and PAM, we really do secure the future for our clients and our staff and provide ourselves with the right tools, needed to survive in the years ahead.”

IMPORTANT INFORMATION | Issued and approved by Pacific Capital Partners Limited, a limited company registered in England and Wales, authorised and regulated by the Financial Conduct Authority. The information contained herein is not approved for use by the public and is only intended for recipients who would be generally classified as investment professionals. Information or opinions contained in this article do not constitute an offer to sell or a solicitation, or offer to buy, any securities or financial instruments or investment advice or any advice or recommendation in respect of such securities or other financial instruments. Where past performance is shown it refers to the past and should not be seen as an indication of future performance.

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