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.
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2018 Sponsors

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WELCOME TO THE PRIVATE ASSET MANAGEMENT
AWARDS

The PAM Awards return on February 5, 2019 at 583 Park Avenue, New York.

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, 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 select the winners of the 2019 awards.

2018 CATEGORIES

2018 WINNERS

CategoryCompanyHighly 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

CategoryCompany
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

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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

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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