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.

To enter the 2019 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.

You will need to complete a separate entry form for each category that you wish to enter.

Entry Criteria

When submitting an entry, 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 2017/2018

Overall awards:

Women in Wealth Advocate of the Year

This award will go to the firm or individual (all genders can enter) who has done the most to promote gender equality in the wealth management industry over the past 12 months. Evidence can include testimonials from senior industry professionals attesting to the positive influence created by this firm or person.

Criteria:

• Clear evidence of the support for gender balance in staffing
• Clear evidence of the support for gender balance in senior leadership positions
• Promotion of proactive policies and mentorship to combat gender bias in the workplace

Best philanthropic/educational initiative

This award will go to the firm or individual who has done an exceptional job in running either a philanthropic or educational endeavor over the past 12 months which has had a positive impact on the sector.

Criteria:

• Clear evidence of the positive impact of the initiative
• Testimonials from industry leaders and/or those impacted positively by the initiative

ESG Advocate of the Year

This award will go to the firm or individual who has done the most to promote the usage of ESG principals over the judging period. Evidence can include testimonials from senior industry professionals attesting to the positive influence created by this firm or person.

Some examples of ESG advocacy include:

• Launching an ESG themed investment product
• Thought leadership on ESG
• ESG-related technological innovation
• ESG-related investor outreach

Criteria:

• Commercial success and business growth of ESG products/services
• Sales/market share figures
• Demonstration of ESG innovation and description of how market responded to the idea
• Positive investor feedback via testimonials

Best RIA for high-net-worth clients

This award will go to a registered investment adviser with an average per client AUM of greater than $5m that has demonstrated exceptional client servicing and business growth during the judging period.

Criteria:

• Investment selection and performance – please provide monthly figures
• Value for money
• Commercial success and asset/client growth
• Breadth of services provided
• Positive investor feedback via testimonials

Best compliance consulting firm

This award is designed to reward compliance professionals that have demonstrated expertise and innovation in providing family office clients with key regulatory and compliance advice over the past 12 months. Success in this category depends on a mixture of demonstrating customer and revenue growth, as well as detailing how new initiatives and compliance tools/products have aided the business and helped their clients deal with compliance challenges over the past year.

Criteria:

• Commercial success and business growth
• Sales/market share figures 
• Demonstration of product innovation and description of how the market responded positively to the idea
• Description of future development possibilities
• Positive client feedback via submitted testimonial

Best new product for high-net-worth advisory

This award is open to all firms servicing the HNW advisory space who have launched a stand-out and innovative new product or service during 2018. Success in this category depends on a mixture of demonstrating that this particular product or service has met a particular need or solved a problem in the HNW/family office space with the judges focused on the innovation shown by the firm and early success displayed in terms of sales of the solution.

Criteria:

• Early commercial success and business growth
• Demonstration that product solves a particular problem or need alongside genuine innovation
• Description of future development possibilities
• Positive client feedback via submitted testimonial

Best trustee service

This award is designed to reward firms providing a first-class trustee service to the family office space. Success in this category depends on a mixture of client and revenue growth, new products, tools or brand developments that demonstrated new thinking and have been well received by the sector and top-class client service standards, demonstrated by client testimonials. 

Criteria:

• Commercial success and business growth
• Sales/market share figures 
• Demonstration of product innovation
• Description of future development possibilities
• Positive customer feedback via submitted testimonials

Best outsourced CIO solution

This award is designed to reward firms providing outsourced investment services to the family office space. Success in this category depends on the demonstration of a first-class investment proposition that meets the demands of a diverse range of family office clients, from wealth preservation to providing strong growth potential. Firms should also demonstrate the way they have used technology and/or other tools to enhance the client experience and mention any other developments that have been well received by the sector, as well as evidencing top-class client service standards, shown by client testimonials. 

Criteria:

• Commercial success and business growth
• Demonstrating investment performance through the judging period
• Demonstration of product innovation
• Description of future development possibilities
• Positive customer feedback via submitted testimonials

Best family office service provider

This is a generalist award open to all firms servicing the family office space that can prove they  have delivered across the board through business/client growth, innovation and client servicing over the past 12 months. Success in this category depends on a mixture of client and revenue growth, new products, tools or brand developments that demonstrated new thinking and have been well received by the sector and top-class client service standards.  

Criteria:

• Commercial success and business growth
• Sales/market share figures 
• Demonstration of product innovation and description of how the market responded positively to the idea
• Description of future development possibilities
• Positive client feedback via submitted testimonials

Best consulting firm for family offices

This award is designed to reward consultancy firms serving the family office space who have demonstrated business growth, expertise and innovation in providing clients with first-class advice and service over the past 12 months. Success in this category depends on a mixture of demonstrating customer and revenue growth, as well as detailing how new initiatives and tools/products have aided family offices to grow over the past year.

Criteria:

• Commercial success and business growth
• Sales/market share figures 
• Demonstration of product innovation and description of how the market responded positively to the idea
• Description of future development possibilities
• Positive client feedback via submitted testimonials

Best lifestyle firm

This award is designed to reward firms providing the HNW advisory space with exclusive lifestyle services and support who have demonstrated business growth, expertise, innovation and top-quality client service over the past 12 months. Success in this category depends on a mixture of demonstrating customer and revenue growth, as well as detailing how new initiatives and tools/products have aided family offices to grow over the past year.

Criteria:

• Commercial success and business growth
• Sales/market share figures 
• Demonstration of product innovation and description of how the market responded positively to the idea
• Description of future development possibilities
• Positive client feedback via submitted testimonials

Best reporting solution

This award is designed to recognize and reward excellence in the family office service provider community in terms of the support they have provided clients in dealing with reporting requirements either demanded by regulators or used for internal business purposes. Success in this category depends on a mixture of demonstrating customer/revenue growth based on the reporting solution, as well as detailing how your product or service has aided managers through glowing client testimonials. 

Criteria:

• Commercial success and business growth
• Sales/market share figures for reporting solution
• Description of how the market responded positively to your product/service
• Positive client feedback via submitted testimonials

Best technology platform

This award is designed to honor firms that have excelled in the provision of a host of technology solutions to family office clients over the past 12 months. This may include full outsourced IT infrastructure or a hosting platform to support the family office with a range of tasks. Success in this category depends on demonstrating client and revenue growth, as well as detailing examples of how services provided have benefitted family office clients in terms of improved communications, business development and security, all backed up by glowing client testimonials.

Criteria:

• Commercial success and business growth
• Sales/market share figures 
• Demonstration of product innovation and description of how the market responded positively to the idea
• Description of future development possibilities
• Positive client feedback via submitted testimonials

Best high-net-worth insurance company

This award is designed to reward firms specializing in the provision of insurance to HNW clients that have delivered through business/client growth, innovation and client servicing over the past 12 months. Success in this category depends on a mixture of client and revenue growth, breadth of insurance solutions offered, new services or brand developments that demonstrated new thinking and have been well received by the sector and top-notch service standards backed-up by glowing client testimonials.

Criteria:

• Commercial success and business growth
• Sales/market share figures 
• Demonstration innovation and description of how the market responded positively to the idea
• Description of future development possibilities
• Positive client feedback via submitted testimonials

Best high-net-worth insurance broker

This award is designed to reward insurance brokers specializing in the HNW space that have delivered across the board through business/client growth, innovation and client servicing over the past 12 months. Success in this category depends on a mixture of client and revenue growth, breadth of insurance solutions offered, new services or brand developments that demonstrated new thinking and have been well received by the sector and top-notch service standards backed-up by glowing client testimonials.

Criteria:

• Commercial success and business growth
• Sales/market share figures 
• Demonstration innovation and description of how the market responded positively to the idea
• Description of future development possibilities
• Positive client feedback via submitted testimonials

Best fund product for high-net-worth clients

This award is designed to recognize asset managers tapping in to the HNW/family office space who have demonstrated huge success with the take-up and sales of their product into this community over the past 12 months. Success in this category depends on a mixture of top-notch performance growth during the judging period alongside customer/revenue growth associated with the product. 

Criteria:

• Commercial success and business growth
• Top performance figures through the judging period
• Description of how the market responded positively to your product/service
• Positive client feedback via submitted testimonials

Best private client law firm

This award rewards firms which have demonstrated a consistently high standard in providing legal services to the HNW advisory/family office sector. Success in this category depends on a mixture of client and revenue growth, new products, tools or brand developments that demonstrated new thinking or have responded to regulatory changes and have been well received by the sector and top-class client service standards. 

Criteria:

• Commercial success and business growth
• Sales/market share figures 
• Demonstration of product innovation and description of how the market responded positively to the idea
• Description of future development possibilities
• Positive client feedback via submitted testimonials

Best trusts and estates division

This award rewards firms which have demonstrated a consistently high standards in providing tax and advisory support to HNW/family office clients in the area of inheritance and next generation planning. Success in this category depends on a mixture of client and revenue growth, new products, tools or brand developments that demonstrated new thinking or have responded to government changes and have been well received by the sector and top-class client service standards. 

Criteria:

• Commercial success and business growth
• Sales/market share figures 
• Demonstration of product innovation and description of how the market responded positively to the idea
• Description of future development possibilities
• Positive client feedback via submitted testimonials

Best security solution

This award is designed to reward firms displaying excellence in the provision of cyber-security and other data protection services to HNW/family office clients over the past 12 months. The award is open to vendors with products or services focused on protecting family offices from cyber-attacks and data-breaches, including software products, consultancy services or advisory work. Success in this category depends on a mixture of client and revenue growth, as well innovations and product development that demonstrates new thinking, alongside positive customer feedback through glowing client testimonials.

Criteria:

• Commercial success and business growth
• Sales/market share figures 
• Demonstration of product innovation and description of how the market responded positively to the idea
• Description of future development possibilities
• Positive client feedback via submitted testimonials

Private wealth managers:

Best private wealth manager - client service - under $5bn

This award is designed to recognize client service excellence in the smaller private wealth manger space by rewarding the firms who truly delivered in terms of client servicing across a broad range of investment and advisory services.

Criteria:

• Delivery of client objectives through risk-adjusted performance 
• Quality of tax and estate services to meet the needs of HNW clients
• Top quality client service demonstrated through client testimonials

Best private wealth manager  - under $5bn

This award is designed to recognize excellence in the smaller private wealth manger space by rewarding the top performing firm in terms of client servicing, performance and innovation over the judging period.

Criteria:

• Delivery of client objectives through risk-adjusted performance 
• Quality of tax and estate services to meet the needs of HNW clients
• Commercial success and asset/client growth
• Top quality client service demonstrated through client testimonials

Best private wealth manager - client service -  over $5bn

This award is designed to recognize client service excellence in the larger private wealth manger space by rewarding the firms who truly delivered in terms of client servicing across a broad range of investment and advisory services.

Criteria:

• Delivery of client objectives through risk-adjusted performance 
• Quality of tax and estate services to meet the needs of HNW clients
• Top quality client service demonstrated through client testimonials

Best private wealth manager  - over $5bn

This award is designed to recognize excellence in the larger private wealth manger space by rewarding the top performing firm in terms of client servicing, performance and innovation over the judging period.

Criteria:

• Delivery of client objectives through risk-adjusted performance 
• Quality of tax and estate services to meet the needs of HNW clients
• Commercial success and asset/client growth
• Top quality client service demonstrated through client testimonials

Best private wealth manager – overall

This award is designed the recognize the top overall private wealth manger across all sizes based on client servicing, performance and innovation over the judging period.

Criteria:

• Delivery of client objectives through risk-adjusted performance 
• Quality of tax and estate services to meet the needs of HNW clients
• Commercial success and asset/client growth
• Top quality client service demonstrated through client testimonials

Private banking - client service

This award is designed the recognize the top private banking firm over the judging period when it comes to client servicing across investment and other services such as tax and estate planning.

Criteria:

• Meeting client needs through investment service and performance
• Breadth of quality services provided to HNW clients
• Positive investor feedback via testimonials

Private banking - innovation

This award is designed the recognize innovation in the private banking space over the judging period, with a clear demonstration of how such innovations have benefitted both the firm through business and revenue growth and the experience of clients.  

Criteria:

• Demonstration of innovation and its impact on business growth/client experience
• Positive investor feedback via testimonials

Best Private Banking- overall

This award is designed the recognize the top overall private banking firm over the judging period, based on exceptional levels of client service across investment and other services, client growth and retention, business growth and innovation.

Criteria:

• First-class investment selection and performance
• Commercial success and asset/client growth
• Breadth of services provided to HNW clients
• Positive investor feedback via testimonials

Best multi-family office - client service - under $2bn

This award is designed to recognize client service excellence in the smaller multi-family office space by rewarding the firms who truly delivered in terms of client servicing across a broad range of investment and advisory services.

Criteria:

• Delivery of client objectives through risk-adjusted performance 
• Quality of tax and estate services to meet the needs of HNW clients
• Top quality client service demonstrated through client testimonials

Best multi-family office - client service - over $2bn

This award is designed to recognize client service excellence in the larger multi-family office space by rewarding the firms who truly delivered in terms of client servicing across a broad range of investment and advisory services.

Criteria:

• Delivery of client objectives through risk-adjusted performance 
• Quality of tax and estate services to meet the needs of HNW clients
• Top quality client service demonstrated through client testimonials

Best multi-family office - overall - under $2bn

This award is designed to recognize excellence in the smaller multi-family office space by rewarding the top performing firm in terms of client servicing, business growth, performance and innovation over the judging period.

Criteria:

• Delivery of client objectives through risk-adjusted performance 
• Quality of tax and estate services to meet the needs of HNW clients
• Commercial success and asset/client growth
• Top quality client service demonstrated through client testimonials

Best multi-family office - overall - over $2bn

This award is designed to recognize excellence in the larger multi-family office space by rewarding the top performing firm in terms of client servicing, business growth, performance and innovation over the judging period.

Criteria:

• Delivery of client objectives through risk-adjusted performance 
• Quality of tax and estate services to meet the needs of HNW clients
• Commercial success and asset/client growth
• Top quality client service demonstrated through client testimonials

Best investment platform (client service)

This award is designed to recognize excellence among the range of firms providing suites of investment products to the HNW space with a particular focus on the quality of client service delivered by the firm.

Criteria:

• Delivery of client objectives through risk-adjusted performance across a range of investment solutions
• Demonstration of top-quality client servicing standards
• Top quality client service demonstrated through client testimonials

Best investment platform (performance)

This award is designed to recognize excellence among the range of firms providing suites of investment products to the HNW space with an overriding focus on the risk-adjusted performance achieved by the firms over the period. 

Criteria:

• Delivery of client objectives through risk-adjusted performance across a range of investment solutions

Best investment platform (innovation)

This award is designed to recognize the innovation taking place among the range of firms providing suites of investment products to the HNW space. Firms will need to demonstrate true innovation in their service offering through things like the use of technology, clients fees and investment provision. Firms will also need to demonstrate how the innovation has helped achieve business/revenue growth and benefited the client experience. 

Criteria:

• Innovations evident in the services provided
• Commercial success and asset/client growth
• Impact of innovation demonstrated through client testimonials

Best outsourcing – business operations

This new award is designed to recognize and reward the large range of service firms providing family office businesses with outside support to ensure the smooth running of their firms. This can include a range of accounting and other back- and middle-office services. Success in this category depends on a mixture of client and revenue growth, new products, tools or brand developments that demonstrated new thinking and have been well received by the family office sector and top-class client service standards.

Criteria:

• Commercial success and business growth
• Demonstration of product innovation and description of how the market responded positively to the idea
• Description of future development possibilities
• Positive client feedback via submitted testimonials
  
  

Best research provider

This new award is designed to recognize and reward excellence in the provision of research to aid and support family office sector. This can include performance data on a range of asset classes and other industry data solutions to aid the running of a family office. Success in this category depends on providing a stand-out service which can demonstrate strong customer/revenue growth, new products or tools that have been well received by the family office sector and glowing client testimonials.

Criteria:

• Commercial success and business growth
• Demonstration of product innovation and description of how the market responded positively to the idea
• Positive client feedback via submitted testimonials

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 2018/2019

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.

Celebrate with us and the rest of the community.

Your table at the Awards will include 10 seats at the Awards ceremony, three course dinner, and welcome drinks reception.

Both premium and standard tables options are available.

For further details on how to book your tickets and attend these prestigious Awards, please contact:

Pierre Aghabala

Commercial Sales Manager -Fund Intelligence Group

UK:  + 44 207 832 6599

US: +1 646-931-9048

Mobile: +44 (0)771 849 4397

Email: p.aghabala@pageantmedia.com

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