Private Asset Management Awards
The Private Asset Management Awards return February 5, 2019 at 583 Park Avenue, New York.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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Monday, October 1 2018 Entry Opening Date
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Friday, November 30 2018 Entry Closing Date
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Tuesday, February 5 2019 Awards Ceremony
2018 Sponsors
WELCOME TO THE PRIVATE ASSET MANAGEMENT
AWARDS
The judging process, using an independent panel made up of industry experts, will be based on a mixture of qualitative and quantitative performance indicators to select the winners of the 2019 awards.
2018 CATEGORIES
2018 WINNERS
| Category | Company | Highly Commended |
|---|---|---|
| Outstanding contribution | Joseph Field, Of Counsel, Withers Bergman | |
| Best new product for high-net-worth advisory | Dynasty Financial Partners | |
| Best investment platform - client service | Chilton Trust Company | |
| Best investment platform - performance | CIBC Atlantic Trust Private Wealth Management | |
| Best investment platform - innovation | Envestnet | iCapital Network |
| Best trustee service | Fiduciary Trust Company | |
| Best multi-family office - client service - under $2bn | Market Street Trust Company | Delagate Advisors |
| Best multi-family office - client service - over $2bn | PKF O'Connor Davies Family Office | |
| Best multi-family office - overall - under $2bn | AM Global Family Investment Office | Northland Wealth Management |
| Best multi-family office - overall - over $2bn | Tolleson Wealth Management | |
| Best outsourced CIO solution | Forbes Family Trust | |
| Best family office service provider | Chilton Trust Company | Pathstone Federal Street |
| Best consulting firm for family offices | Bank of the West's Family Wealth Advisors | |
| Best lifestyle firm | Black Bag | |
| Best philanthropic/educational initiative | Abbot Downing, a Wells Fargo Business | |
| Best reporting solution | InvestEdge | Masttro |
| Best technology platform | Private Client Resources | |
| Best high-net-worth insurance company | PURE Insurance | |
| Best high-net-worth insurance broker | Marsh Private Client Services | NFP Private Client Group |
| Best RIA for HNW clients | Eaton Vance Investment Counsel | |
| Best fund product for high-net-worth clients | OppenheimerFunds | |
| Best private client law firm | Withers Bergman | |
| Best private client audit firm | Deloitte | |
| Best private tax solution | MyVest | |
| Best trusts and estates division | Handler Thayer | |
| Best newcomer | Omnia Family Wealth | |
| Best fund manager - private clients | OppenheimerFunds | |
| Best security solution | TorchStone Global | |
| Best private wealth manager - client service - under $5bn | Heritage Financial Planning | |
| Best private wealth manager - client service - over $5bn | Ballentine Partners | |
| Best private wealth manager - under $5bn | Coastal Bridge Advisors | Fieldpoint Private |
| Best private wealth manager - over $5bn | Mercer Advisors | |
| Best private wealth manager - overall | Key Private Bank | |
| Private banking - client service | Ascent Private Capital Management of U.S. Bank | |
| Private banking - innovation | Bank of the West | |
| Private banking - overall | First Republic Bank |
ENTRY RULES
The Private Asset Management Awards are designed for top investment professionals, wealth advisors, legal firms, consultants and other key service providers operating within the private asset management industry, who have proved themselves over the course of the last year.
The judging process, using an independent panel made up of industry experts, will be based on a mixture of qualitative and quantitative performance indicators.
To enter the 2018 Awards, please read the judging criteria carefully before completing the entry form. Your entry should clearly demonstrate how you have met all of the points detailed in the relevant category criteria.
Entries for the 2019 Awards will open in the Fall 2018.
You will need to complete a separate entry form for each category that you wish to enter.
Entry Criteria
The PAM Awards are designed for top investment professionals, wealth advisors, legal firms, consultants and other key service providers operating within the private asset management industry, who have proved themselves over the course of the last year.
The judging process, using an independent panel made up of industry experts, will be based on a mixture of qualitative and quantitative performance indicators.
Successful candidates must demonstrate:
- Financial progress: candidates must be able to demonstrate a performance track-record over the course of the last twelve months
- Growth: client numbers, internal hires and geographic expansion
- Client satisfaction: provide evidence of client satisfaction, including evidence of exceptional service and direct client statements
- Product innovation: details of new services and products launched over the course of 2016/2017
JUDGING
The judging process, using an independent panel made up of industry experts, as well as the PAM editorial team, will be based on a mixture of qualitative and quantitative performance indicators, including:
Financial progress: candidates must be able to demonstrate a performance track-record over the course of the last twelve months
Growth: client numbers, internal hires and geographic expansion
Client satisfaction: provide evidence of client satisfaction, including evidence of exceptional service and direct client statements
Product innovation: details of new services and products launched over the course of 2016/2017
Any additional subjective measures that you believe differentiate your institution within the field of private asset management.
The judging process is rigorous and thorough to ensure that all the entries receive full consideration and that the most deserving winners are chosen.
Judges will take part in a judging conference call, where the winners will be decided. One expert judge per category will be asked to summarise the judges' comments. Judges have discretionary power to move submissions into alternative categories that they think may be more suitable. All judges are required to sign a disclaimer form to keep information about entries and the final winners confidential.
The judges are carefully selected for their wealth of experience and expertise, as well as their absence of conflicts of interest.
PLEASE NOTE: Judges cannot judge any categories that their company has submitted for and are obliged to declare that they have no conflicts of interest prior to judging.
2018 JUDGING PANEL
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2018 SHORTLIST
| Category | Company |
|---|---|
| Best consulting firm for family offices | Alaric Compliance Services |
| Atrato Advisors | |
| Bank of the West's Family Wealth Advisors | |
| Hawthorn, PNC Family Wealth | |
| Mack International | |
| Oakbrook Solutions | |
| Pepper International | |
| PKF O'Connor Davies Family Office | |
| Synovus Family Asset Management | |
| Best family office service provider | Bank of the West's Family Wealth Advisors |
| Chilton Trust Company | |
| Citi Private Bank | |
| Legacy Family Office | |
| Pathstone | |
| PKF O'Connor Davies Family Office | |
| Summitas | |
| Winston Art Group | |
| Best fund manager - private clients | Accretive Capital Partners |
| Beacon VP Capital | |
| OppenheimerFunds | |
| Best fund product for high-net-worth clients | Algonquin Advisors |
| Envestnet | |
| iCapital Network | |
| OppenheimerFunds | |
| Pantheon | |
| Best high-net-worth insurance broker | Baldwin Krystyn Sherman Partners |
| Crystal & Company | |
| Marsh Private Client Services | |
| NFP Private Client Group | |
| Personal Risk Management | |
| Best high-net-worth insurance company | Chubb |
| PURE Insurance | |
| Best investment platform - client service | Ascent Private Capital Management of U.S. Bank |
| Chilton Trust Company | |
| Fiserv | |
| NextCapital | |
| OppenheimerFunds | |
| Pershing | |
| PPB Capital Partners | |
| The Sarian Group at HighTower | |
| Best investment platform - innovation | Ascent Private Capital Management of U.S. Bank |
| Citi Private Bank | |
| Emotomy | |
| Envestnet | |
| iCapital Network | |
| Mercer Advisors | |
| OppenheimerFunds | |
| Pathstone | |
| Pershing | |
| Best investment platform - performance | AM Global Family Investment Office |
| CIBC Atlantic Trust Private Wealth Management | |
| Fieldpoint Private | |
| iCapital Network | |
| OppenheimerFunds | |
| Pershing | |
| PPB Capital Partners | |
| The Sarian Group at HighTower | |
| Best lifestyle firm | Black Bag |
| Heritage Financial Planning | |
| Lifestylist Advisory | |
| Pall Mall Art Advisors | |
| Best multi-family office - client service - under $2bn | Bapis Group at HighTower Advisors |
| Delegate Advisors | |
| Market Street Trust Company | |
| Northland Wealth Management | |
| Pepper International | |
| Sarian Group at HighTower | |
| Best multi-family office - client service - over $2bn | Abbot Downing, a Wells Fargo Business |
| Forbes Family Trust | |
| JDJ Family Office Services | |
| Pitcairn | |
| PKF O'Connor Davies Family Office | |
| Signature Family Wealth Advisors | |
| Synovus Family Asset Management | |
| WE Family Offices | |
| Best multi-family office - overall - under $2bn | AM Global Family Investment Office |
| Delegate Advisors | |
| Keystone Global Partners | |
| Legacy Family Office | |
| Market Street Trust Company | |
| Northland Wealth Management | |
| Omnia Family Wealth | |
| Best multi-family office - overall - over $2bn | Forbes Family Trust |
| JDJ Family Office Services | |
| Keystone Global Partners | |
| Pathstone | |
| Pitcairn | |
| Tolleson Wealth Management | |
| WE Family Offices | |
| Best new product for high-net-worth advisory | Algonquin Advisors |
| Bank of the West's Family Wealth Advisors | |
| Dynasty Financial Partners | |
| Envestnet | |
| Fiduciary Trust Company | |
| Mercer Advisors | |
| OppenheimerFunds | |
| Opportunity Network | |
| Best newcomer | Community Capital |
| Emotomy | |
| Heritage Financial Planning | |
| Omnia Family Wealth | |
| Best outsourced CIO solution | AM Global Family Investment Office |
| CIBC Atlantic Trust Private Wealth Management | |
| Envestnet | |
| Forbes Family Trust | |
| Hawthorn, PNC Family Wealth | |
| Pathstone | |
| Pepper International | |
| Synovus Family Asset Management | |
| Best philanthropic/educational initiative | Abbot Downing, a Wells Fargo Business |
| American Endowment Foundation | |
| Bank of the West's Family Wealth Advisors | |
| Fiduciary Trust Company | |
| Heritage Financial Planning | |
| Pathstone | |
| Synovus Family Asset Management | |
| Treasury Partners | |
| Best private client audit firm | Deloitte |
| EY | |
| PKF O'Connor Davies Family Office | |
| Best private client law firm | Day Pitney |
| Handler Thayer | |
| Withers Bergman | |
| Best private tax solution | Fiduciary Trust Company International |
| MyVest | |
| PKF O'Connor Davies Family Office | |
| Best private wealth manager - client service - over $5bn | Ascent Private Capital Management of U.S. Bank |
| Ballentine Partners | |
| CIBC Atlantic Trust Private Wealth Management | |
| Clear Harbor Asset Management | |
| Eaton Vance Investment Counsel | |
| Fiduciary Trust Company | |
| First Republic Private Wealth Management | |
| Key Private Bank | |
| Best private wealth manager - client service - under $5bn | Beacon VP Capital |
| Coastal Bridge Advisors | |
| Heritage Financial Planning | |
| HSW Advisors | |
| Keystone Global Partners | |
| Massey Quick Simon | |
| The Sarian Group at HighTower | |
| Traust Sollus | |
| Best private wealth manager - over $5bn | Ascent Private Capital Management of U.S. Bank |
| BBR Partners | |
| Eaton Vance Investment Counsel | |
| Fiduciary Trust Company | |
| First Republic Private Wealth Management | |
| Hawthorn, PNC Family Wealth | |
| Key Private Bank | |
| Mercer Advisors | |
| Best private wealth manager - overall | Ascent Private Capital Management of U.S. Bank |
| CIBC Atlantic Trust Private Wealth Management | |
| Fiduciary Trust Company | |
| Fieldpoint Private | |
| Heritage Financial Planning | |
| HSW Advisors | |
| Key Private Bank | |
| The Sarian Group at HighTower | |
| Best private wealth manager - under $5bn | Chilton Trust Company |
| Coastal Bridge Advisors | |
| Fieldpoint Private | |
| Heritage Financial Planning | |
| HSW Advisors | |
| Massey Quick Simon | |
| Signature Family Wealth Advisors | |
| The Sarian Group at HighTower | |
| Best reporting solution | Albridge Wealth Reporting |
| BaseVenture | |
| FundCount | |
| InvestEdge | |
| Masttro | |
| Private Client Resources | |
| Risclarity | |
| SS&C Advent | |
| Best RIA for HNW clients | Algonquin Advisors |
| Atrato Advisors | |
| Ballentine Partners | |
| Eaton Vance Investment Counsel | |
| Heritage Financial Planning | |
| Keystone Global Partners | |
| Massey Quick Simon | |
| The Sarian Group at HighTower | |
| Best security solution | Masttro |
| Summitas | |
| TorchStone Global | |
| Best technology platform | Backstop Solutions |
| Dynasty Financial Partners | |
| eMoney Advisor | |
| Envestnet | |
| FIS | |
| InvestCloud | |
| Private Client Resources | |
| SS&C Advent | |
| Best trustee service | Chilton Trust Company |
| CIBC Atlantic Trust Private Wealth Management | |
| Eaton Vance Investment Counsel | |
| Fiduciary Trust Company | |
| Hawthorn, PNC Family Wealth | |
| Synovus Family Asset Management | |
| Best trusts and estates division | CIBC Atlantic Trust Private Wealth Management |
| Citi Private Bank | |
| Day Pitney | |
| Eaton Vance Investment Counsel | |
| Fiduciary Trust Company | |
| Handler Thayer | |
| Synovus Family Asset Management | |
| Private banking - client service | Ascent Private Capital Management of U.S. Bank |
| First Republic Bank | |
| Key Private Bank | |
| Private banking - innovation | Bank of the West |
| Community Capital | |
| First Republic Bank | |
| InvestEdge/MMxCHANGE | |
| Private banking - overall | Ascent Private Capital Management of U.S. Bank |
| Bank of the West | |
| Citi Private Bank | |
| First Republic Bank | |
| Key Private Bank | |
EVENT INFO
Timings
6.30pm Drinks
7.30pm Dinner
9.00pm Awards ceremony
10.00pm After dinner drinks and networking
10.30pm Event closes
Venue Information
583 PARK AVENUE
At 63rd Street and Park Avenue
New York
Telephone: 212 583 7200
Dress code
Black tie preferred.Map and directions to venue
TICKETS
Tickets prices for the Awards include a table of 10 seats at the ceremony, drinks reception and three course dinner.
By attending the awards ceremony, you will benefit from excellent networking with hundreds of key decision-makers.
For table booking enquiries, please contact:
Indira Peters-DiDio
Data Manager
Email: i.peters@pageantmedia.com
Tel: +1 (646) 891 2119
SPONSOR THE 2019 AWARDS
Sponsoring the PAM Awards 2019 gives you a unique opportunity to:
Benefit from excellent networking with hundreds of key decision-makers
To promote your company to the elite of the Private Asset Management industry
Gain fantastic brand exposure across a variety of marketing media and the PAM readership
CONTACT
Mario Valdez
Commercial Manager
E: m.valdez@pammagazine.com
T: +44 (0) 20 7832 6587
CONTACT US
Contact
Mario Valdez
Publishing Account Manager
m.valdez@pageantmedia.com
+44 (0) 20 7832 6587
General Inquiries
Alina Makarova
Deputy Head of Events
A.Makarova@pageantmedia.com
+44 (0)20 7832 6640
Entries/ Tables
Indira Peters-DiDio
Data Manager
i.peters@pageantmedia.com
+1 (646) 891 2119
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