Awards Schedule
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Thursday, July 25 2019 Entry Opening Date
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Thursday, December 5 2019 Entry Closing Date
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Thursday, February 6 2020 Awards Ceremony
Celebrating the top-performing elite of the private wealth community
Often regarded as the "Oscars" of the US private asset management industry, the highly sought after PAM Awards for over two decades have provided a platform for top investment professionals, wealth advisors, legal firms, consultants and other key service providers operating within the sector, to showcase the incredible achievements they have accomplished.
Winning a PAM Award is a true seal of approval from the private wealth community to one of its own.
WINNERS 2020
|
Category |
Winner |
Highly Commended |
|---|---|---|
|
Lifetime achievement award |
Bill Crager, Envestnet |
|
|
Best compliance consulting firm |
Foreside |
|
|
Best custodian |
Fidelity Family Office Services |
|
|
Best document/content management service or tool |
Summitas |
|
|
Best estate planning advisory service |
Tiedemann Advisors |
|
|
Best family office - due diligence processes |
Forbes Family Trust |
TAG Associates |
|
Best family office long-term investment philosophy |
Algonquin Advisors |
|
|
Best family office new innovation |
Proteus |
|
|
Best succession/continuity plan |
JDJ Family Office Services |
|
|
Best fiduciary/trustee service |
Fiduciary Trust Company |
|
|
Best firm culture - wealth management larger firms |
First Republic Private Wealth Management |
Pitcairn |
|
Best firm culture - wealth management smaller firms |
Your Wealth Effect |
Simon Quick Advisors |
|
Women in wealth advocate of the year |
Linda Mack, Mack International |
|
|
Women in wealth advocate of the year firm |
Citi Private Bank |
|
|
Best firmwide security solution |
eSentire |
|
|
Best fund administration service |
Private Wealth Systems |
Citco Institutional Services |
|
Best general ledger system |
TAG Bill Pay |
|
|
Best high-net-worth insurance broker |
Baldwin Krystyn Sherman Partners |
Crystal, Alliant Private Client - A Division of Alliant Insurance Services |
|
Best high-net-worth insurance company |
PURE Insurance |
|
|
Best high-net-worth investment platform |
CIBC Private Wealth Management |
|
|
Best law firm - estates and trusts |
Day Pitney |
Handler Thayer |
|
Best lifestyle management firm |
Black Bag |
|
|
Best multi asset class portfolio management system |
Solovis |
Private Wealth Systems |
|
Best multi-family office over $10bn |
PKF O'Connor Davies Family Office |
Key Family Wealth |
|
Best multi-family office over $2bn |
Coastal Bridge Advisors |
Forbes Family Trust |
|
Best multi-family office under $2bn |
Market Street Trust Company |
Keystone Global Partners |
|
Best outsourced CIO |
Key Family Wealth |
|
|
Best partnership accounting system |
FundCount |
|
|
Best philanthropic/educational initiative |
Argent Financial Group |
Jewish Communal Fund |
|
Best private wealth manager under $5bn - client service |
Fieldpoint Private |
|
|
Best private wealth manager over $5bn - client service |
Mercer Advisors |
|
|
Best private wealth manager under $5bn - performance |
Rose Capital Advisors |
|
|
Best private wealth manager over $5bn - performance |
CIBC Private Wealth Management |
|
|
Best reporting solution |
Mirador |
Addepar |
|
Best technology platform for family offices |
CAIS |
Risclarity |
|
Best ESG investment offering |
Dynasty Financial Partners |
|
|
ESG advocate of the year |
The S Factor Co. |
Boundless Impact Investing |
|
Private banking - client service |
Key Private Bank |
|
|
Private banking - consulting/specialized solutions |
UBS Global Family Office |
|
|
Private banking - innovation |
Citi Private Bank |
|
|
Private wealth management M&A deal of the year |
Cresset |
|
|
Best asset manager solution for family offices |
Capital Dynamics |
|
|
Best business consulting firm for family offices |
Berdon |
Mack International |
PHOTO GALLERY 2020
Click the image below to view the photo gallery from the 2020 Awards
TESTIMONIALS
2020 JUDGING PANEL
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Biography
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2020 SPONSORS
Charity Partner
Eluna is a non-profit organization with a mission to support children and families impacted by grief or addiction. Founded in 2000 in Seattle by former MLB pitcher Jamie Moyer and child advocate Karen Phelps Moyer, Eluna was originally called The Moyer Foundation and launched a series of programs supporting thousands of children and families annually at no cost to them. Camp Erin® is the largest national network of grief programs for bereaved children and teens, Camp Mariposa® is a national addiction prevention and mentoring program for youth impacted by a family member's substance use disorder, and the Eluna Resource Center offers online tools.
CONTACT US
FOLLOW US
#PAMAwards2020
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