Private Asset Management Awards 2019
The Awards recognize the top investment professionals, wealth advisers, legal firms, consultants and other key service providers in the private asset management space.Awards Schedule
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Friday, October 5 2018 Entry Opening Date
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Friday, November 30 2018 Entry Closing Date
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Thursday, February 7 2019 Awards Ceremony
WELCOME TO THE PRIVATE ASSET MANAGEMENT
AWARDS
Celebrating the top-performing elite of the private wealth communityFor over two decades the Private Asset Management Awards have recognized the best of the private wealth management industry. The Awards are designed for top investment professionals, wealth advisors, legal firms, consultants and other key service providers operating within the private asset management industry, to showcase the incredible achievements they have accomplished.
WINNERS 2019
| Category | Shortlist | Winners | HC |
|---|---|---|---|
| Outstanding contribution | Marianne W. Young | ||
| Best high-net-worth insurance broker | Baldwin Krystyn Sherman Partners | Baldwin Krystyn Sherman Partners | |
| Brown & Brown Insurance | |||
| Crystal & Company - Private Client Services | |||
| Best private wealth manager - client service - under $5bn | Algonquin Advisors | Fieldpoint Private | |
| Coastal Bridge Advisors | |||
| Fieldpoint Private | |||
| Heritage Financial Planning | |||
| Keystone Global Partners | |||
| Rose Capital Advisors | |||
| Best private wealth manager - client service - over $5bn | CIBC Private Wealth Management | Key Private Bank | Commerce Trust Company |
| Commerce Trust Company | |||
| Fiduciary Trust Company | |||
| Key Private Bank | |||
| Mercer Advisors | |||
| Best private wealth manager - under $5bn | Algonquin Advisors | Forbes Family Trust | Massey Quick Simon |
| Fieldpoint Private | |||
| Forbes Family Trust | |||
| Heritage Financial Planning | |||
| Keystone Global Partners | |||
| Massey Quick Simon | |||
| Best private wealth manager - over $5bn | Argent Financial Group | Mercer Advisors | |
| Ascent Private Capital Management of U.S. Bank | |||
| Bank of the West | |||
| CIBC Private Wealth Management | |||
| Fiduciary Trust Company | |||
| First Republic | |||
| Key Private Bank | |||
| Mercer Advisors | |||
| Best private wealth manager - overall | CIBC Private Wealth Management | First Republic | |
| Commerce Trust Company | |||
| Fiduciary Trust Company | |||
| First Republic | |||
| Forbes Family Trust | |||
| Key Private Bank | |||
| Sun Global Investments | |||
| Best multi-family office - client service - under $2bn | Delegate Advisors | Rose Capital Advisors | Northland Wealth Management |
| Keystone Global Partners | |||
| Market Street Trust Company | |||
| Northland Wealth Management | |||
| Rose Capital Advisors | |||
| Best multi-family office - client service - over $2bn | Hawthorn, PNC Family Wealth | WE Family Offices | Synovus Family Asset Management |
| JDJ Family Office Services | |||
| Key Private Bank | |||
| Massey Quick Simon | |||
| Pitcairn | |||
| Signature Family Wealth Advisors | |||
| Synovus Family Asset Management | |||
| WE Family Office | |||
| Best multi-family office - overall - under $2bn | Keystone Global Partners | Keystone Global Partners | |
| Market Street Trust Company | |||
| Northland Wealth Management | |||
| Omnia Family Wealth | |||
| Rose Capital Advisors | |||
| Best multi-family office - overall - over $2bn | CIBC Private Wealth Management | Pitcairn | WE Family Offices |
| Fieldpoint Private | |||
| Key Private Bank | |||
| Massey Quick Simon | |||
| Pitcairn | |||
| Signature Family Wealth Advisors | |||
| Synovus Family Asset Management | |||
| Tolleson Wealth Management | |||
| WE Family Office | |||
| Best fund product for high-net-worth clients | Capital Dynamics | GoldenTree Asset Management | Capital Dynamics |
| GoldenTree Asset Management | |||
| OppenheimerFunds | |||
| Best family office service provider | Fidelity Family Office Services | Fidelity Family Office Services | |
| FundCount | |||
| Key Private Bank | |||
| OppenheimerFunds | |||
| Trusted Family | |||
| Winston Art Group | |||
| Best technology platform - client service | BaseVenture | Summitas | |
| Edgefolio | |||
| Empire Software | |||
| Masttro | |||
| Seismic Software | |||
| Trusted Family | |||
| Summitas | |||
| Best technology platform - innovation | Envestnet | Institutional & Investment Management, SS&C | Solovis |
| FIS | |||
| iCapital Network | |||
| MyVest | |||
| Solovis | |||
| Institutional & Investment Management, SS&C | |||
| Best lifestyle firm | Black Bag | JDJ Family Office Services | |
| Flynn Family Office | |||
| Heritage Financial Planning | |||
| JDJ Family Office Services | |||
| The Wealth Scene | |||
| Winston Art Group | |||
| Best RIA for high-net-worth clients | Capital Counsel | Cresset | |
| Coastal Bridge Advisors | |||
| Cresset | |||
| Delegate Advisors | |||
| Mercer Advisors | |||
| The Sarian Group at HighTower | |||
| Best reporting solution | BaseVenture | Mirador | |
| BNY Mellon Pershing | |||
| Empire Software | |||
| Envestnet | |||
| FundCount | |||
| InvestEdge | |||
| Mirador | |||
| Institutional & Investment Management, SS&C | |||
| Best new product for high-net-worth advisory | Artivest | Millennium Bridge Capital | Family Wealth Advisors Bank of the West Wealth Management |
| CIBC Private Wealth Management | |||
| Envestnet | |||
| Family Wealth Advisors Bank of the West Wealth Management | |||
| Millennium Bridge Capital | |||
| OppenheimerFunds | |||
| Best outsourced CIO solution | Envestnet | Forbes Family Trust | |
| Fieldpoint Private | |||
| Forbes Family Trust | |||
| Hawthorn, PNC Family Wealth | |||
| Synovus Family Asset Management | |||
| Best high-net-worth insurance company | Chubb | PURE Insurance | |
| Huntington T Block | |||
| PURE Insurance | |||
| Best trustee service | Argent Financial Group | Argent Financial Group | |
| Fiduciary Trust Company | |||
| Ropes & Gray | |||
| Synovus Family Asset Management | |||
| Best trusts and estates division | Citi Private Bank | Fiduciary Trust Company (Boston) | |
| Day Pitney | |||
| Fiduciary Trust Company | |||
| Ropes & Gray | |||
| Synovus Family Asset Management | |||
| Best security solution | Eze Castle Integration | Trusted Family | |
| Masttro | |||
| Summitas | |||
| Trusted Family | |||
| Best consulting firm for family offices | Aston Pearl | Oakbrook Solutions | Aston Pearl |
| Family Wealth Advisors Bank of the West Wealth Management | |||
| Mack International | |||
| Oakbrook Solutions | |||
| Touchpoint | |||
| Best private client law firm | Day Pitney | Withers Bergman | Day Pitney |
| Handler Thayer | |||
| Ropes & Gray | |||
| Withers Bergman | |||
| Private banking - client service | First Republic | First Republic | |
| J.P Morgan Private Bank | |||
| Key Private Bank | |||
| RBC Wealth Management | |||
| Private banking - innovation | Bank of the West | BNY Mellon | Pershing | |
| BNY Mellon I Pershing | |||
| Citi Private Bank | |||
| Envestnet | |||
| Fieldpoint Private | |||
| Private banking - overall | CIBC Private Wealth Management | Citi Private Bank | |
| Citi Private Bank | |||
| J.P Morgan Private Bank | |||
| Key Private Bank | |||
| RBC Wealth Management | |||
| Best investment platform - client service | Abbot Downing | Abbot Downing | OppenheimerFunds |
| Commerce Trust Company | |||
| Heritage Financial Planning | |||
| OppenheimerFunds | |||
| Stone Mountain Capital | |||
| Best investment platform - innovation | BNY Mellon Pershing | Dynasty Financial Partners | Envestnet’s OneWealth Platform |
| Citi Private Bank | |||
| Dynasty Financial Partners | |||
| Envestnet | |||
| Fieldpoint Private | |||
| Fiserv | |||
| iCapital Network | |||
| OppenheimerFunds | |||
| Best investment platform - performance | Artivest | CIBC Private Wealth Management | |
| CIBC Private Wealth Management | |||
| Commerce Trust Company | |||
| Fieldpoint Private | |||
| Heritage Financial Planning | |||
| InvestEdge | |||
| OppenheimerFunds | |||
| Best compliance consulting firm | ACA Compliance Group | Alaric Compliance Services | |
| Alaric Compliance Services | |||
| KPMG | |||
| Norton Rose Fulbright | |||
| Best outsourcing – business operations | Citco | Citco | |
| Fiduciary Wealth Management | |||
| Flynn Family Office | |||
| Northern Trust | |||
| Institutional & Investment Management, SS&C | |||
| Best newcomer | Heritage Financial Planning | Heritage Financial Planning | |
| Cresset | |||
| Legacy Family Office | |||
| ESG advocate of the year | Envestnet | Envestnet | |
| Hawthorn, PNC Family Wealth | |||
| Neuberger Berman | |||
| OppenheimerFunds | |||
| Synovus Family Asset Management | |||
| Best philanthropic/educational initiative | Abbot Downing | Fidelity Family Office Services' eBook, “Evolving the Family Office” | |
| Ascent Private Capital Management of U.S. Bank | |||
| BNY Mellon's Pershing | |||
| Boston Private | |||
| Crossmark Global Investments | |||
| Family Wealth Advisors Bank of the West Wealth Management | |||
| Fidelity Investments | |||
| Hawthorn, PNC Family Wealth | |||
| Omnia Family Wealth | |||
| Raffa Wealth Management | |||
| Women in Wealth Advocate of the Year | Brown Brothers Harriman | Mack International | |
| CIBC Private Wealth Management | |||
| David Bach / AE Wealth Management | |||
| Hawthorn, PNC Family Wealth | |||
| Mack International |
2019 JUDGING PANEL
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Biography
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OUR SPONSORS
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CONTACT US
Sponsorship
Pierre Aghabala
Commercial Sales Manager
p.aghabala@pageantmedia.com
+ 44 2078326599 /+44 (0)7718494397
+1 646-931-9048
Tickets/Tables
Indira Peters-DiDio
Data Manager
i.peters@pageantmedia.com
+1 646 891 2119
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