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.
ENTER NOW

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.

2019 CATEGORIES

Private Asset Management Awards 2019
Best compliance consulting firm
Best private wealth manager - client service - under $5bn
ESG Advocate of the Year
Women in Wealth Advocate of the Year
Best private wealth manager - client service - over $5bn
Best private wealth manager - under $5bn
Best private wealth manager - over $5bn
Best private wealth manager - overall
Best new product for high-net-worth advisory
Private banking - client service
Private banking - innovation
Private banking - overall
Best investment platform - client service
Best investment platform - performance
Best investment platform - innovation
Best trustee service
Best multi-family office - client service - under $2bn
Best multi-family office - client service - over $2bn
Best multi-family office - overall - under $2bn
Best multi-family office - overall - over $2bn
Best outsourced CIO solution
Best family office service provider
Best consulting firm for family offices
Best lifestyle firm
Best philanthropic/educational initiative
Best reporting solution
Best technology platform
Best high-net-worth insurance company
Best high-net-worth insurance broker
Best RIA for high-net-worth clients
Best fund product for high-net-worth clients
Best private client law firm
Best trusts and estates division
Best newcomer
Best security solution
Best reporting solution
Lifetime Achievement Award *
*Please note that this category is not open to submissions.

ENTRY RULES

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.

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 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.

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  

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

<" frameborder="0" style="border:0;max-width:100%;width:100%; max-height:100%; height:100%;" allowfullscreen="">

TICKETS & ATTENDANCE

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

 

CONTACT US

Tickets, Tables and Sponsorship

Pierre Aghabala
Commercial Sales Manager-
Fund Intelligence Group
UK:  + 44 207 832 6599
S: +1  646-931-9048
Mobile: +44 (0)771 849 4397
p.aghabala@pageantmedia.com 

General Inquiries

Orlanda Sharpe
Event Manager
o.sharp@pageantmedia.com

 

 

MEMBERSHIP

Are you a Fund Intelligence Member?


Join our membership community today and receive a wealth of benefits including:

•           Direct access to daily news updates, data & analysis.

•           Invitations to our collection of events including awards, summits and webinars.

•           Six specialist networks for the latest industry trends.

•           Benchmarking data for flows, performance and product development.


And more.

Register now for your free trial and experience the full range of benefits available to you.

Already a member? You can sign up for other upcoming events as well as access all the latest news and insight by logging in here.

Our networks:

Fund Operations >>
Fund Action >>
Fund Directions >> 

Fund Technology>>
Compliance Reporter >>
Money Management Report >>
Foundation & Endowment Report >>
Private Asset Management >> 

FOLLOW US

#PAMAwards2019

AwardStage