Private Asset Management Awards 2020
The PAM Awards have returned for 2020 to recognize the top investment professionals, wealth advisers, legal firms, consultants and other key service providers in the private asset management space.
The prestigious Awards ceremony will take place on Thursday, February 6, 2020, at 583 Park Avenue, New York.
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.
The annual Awards ceremony will take place on Thursday, February 6, 2020 at 583 Park Avenue, New York.
TESTIMONIALS
SHORTLIST 2020
| Category | Finalists |
|---|---|
| Best asset manager solution for family offices | Capital Counsel |
| Capital Dynamics | |
| Fiera Capital | |
| GoldenTree Asset Management | |
| Grayscale Investments | |
| Stone Mountain Capital | |
| Best business consulting firm for family offices | Berdon |
| F2 Strategy | |
| Mack International | |
| Pepper International | |
| PKF O'Connor Davies Family Office | |
| Best compliance consulting firm | Asena Advisors |
| Foreside | |
| Oyster Consulting | |
| SCA | |
| Best custodian | BNY Mellon Wealth |
| Fidelity Family Office Services | |
| Fiduciary Trust Company | |
| Northern Trust | |
| Best document/content management service or tool | LaserFiche |
| Seismic | |
| Summitas | |
| Worldox | |
| Best estate planning advisory service | CIBC Private Wealth Management |
| Citi Private Bank | |
| Fiduciary Trust Company | |
| Key Family Wealth | |
| Tiedemann Advisors | |
| Best family office - due diligence processes | Algonquin Advisors |
| Forbes Family Trust | |
| Northland Wealth Management | |
| Simon Quick Advisors | |
| TAG Associates | |
| Best family office long-term investment philosophy | Algonquin Advisors |
| Forbes Family Trust | |
| Northland Wealth Management | |
| Simon Quick Advisors | |
| Best family office new innovation | Cresset |
| PKF O'Connor Davies Family Office | |
| Proteus | |
| Risclarity | |
| Best succession/continuity plan | JDJ Family Office Services |
| PKF O'Connor Davies Family Office | |
| The Family Office at Synovus | |
| Best fiduciary/trustee service | Argent Financial Group |
| Boston Private | |
| Fiduciary Trust Company | |
| Hawthorn, PNC Family Wealth | |
| Ropes & Gray Private Client Group | |
| Tiedemann Trust Company | |
| Best firm culture - wealth management larger firms | BMO Family Office |
| Carson Group | |
| First Republic Private Wealth Management | |
| JDJ Family Office Services | |
| Pitcairn | |
| Simon Quick Advisors | |
| Best firm culture - wealth management smaller firms | Rose Capital Advisors |
| Simon Quick Advisors | |
| Westmount Asset Management | |
| Your Wealth Effect | |
| Best firmwide security solution | Carbon Black |
| CloudJacketX | |
| Depth Security | |
| eSentire | |
| Kroll | |
| Summitas | |
| Best fund administration service | CITCO Institutional Services |
| PKF O'Connor Davies Family Office | |
| Private Wealth Systems | |
| Best general ledger system | FundCount |
| Private Wealth Systems | |
| TAG Bill Pay | |
| Best high-net-worth insurance broker | Baldwin Krystyn Sherman Partners |
| Brown & Brown Insurance | |
| Crystal, Alliant Private Client - A Division of Alliant Insurance Services | |
| HUB International | |
| Willis Towers Watson | |
| Best high-net-worth insurance company | AIG |
| Chubb | |
| Huntington T Block | |
| PURE Insurance | |
| Best HNW investment platform | CIBC Private Wealth Management |
| Citi Private Bank | |
| Envestnet | |
| Stone Mountain Capital | |
| Best law firm - estates and trusts | Day Pitney |
| Handler Thayer | |
| Ropes & Gray Private Client Group | |
| Withersworldwide | |
| Best lifestyle management firm | Black Bag |
| JDJ Family Office Services | |
| Pall Mall Art Advisors | |
| Ronald Varney Fine Art Advisors | |
| Best multi asset class portfolio management system | FundCount |
| MyVest | |
| Private Wealth Systems | |
| Solovis | |
| SS&C Advent - Advent Portfolio Exchange | |
| Best multi-family office over $10bn | JDJ Family Office Services |
| Key Family Wealth | |
| PKF O'Connor Davies Family Office | |
| Best multi-family office over $2bn | Coastal Bridge Advisors |
| Fieldpoint Private | |
| Forbes Family Trust | |
| Pitcairn | |
| Simon Quick Advisors | |
| The Family office at Synovus | |
| Best multi-family office under $2bn | Algonquin Advisors |
| Keystone Global Partners | |
| Market Street Trust Company | |
| Northland Wealth Management | |
| Rose Capital Advisors | |
| Best outsourced CIO | Algonquin Advisors |
| Envestnet | |
| Key Family Wealth | |
| Keystone Global Partners | |
| The Family Office at Synovus | |
| Best partnership accounting system | FundCount |
| PKF O'Connor Davies Family Office | |
| Private Wealth Systems | |
| Best philanthropic/educational initiative | Argent Financial Group |
| Cresset | |
| Fidelity Family Office Services | |
| Jewish Communal Fund | |
| PKF O'Connor Davies Family Office | |
| Best private wealth manager over $5bn - client service | CIBC Private Wealth Management |
| Fiduciary Trust Company | |
| First Republic Private | |
| Forbes Family Trust | |
| Key Private Bank | |
| Mercer Advisors | |
| Best private wealth manager over $5bn - performance | CIBC Private Wealth Management |
| Forbes Family Trust | |
| Key Private Bank | |
| Mercer Advisors | |
| Best private wealth manager under $5bn - client service | Accretive Capital Partners |
| Capital Counsel | |
| Coastal Bridge Advisors | |
| Fieldpoint Private | |
| Keystone Global Partners | |
| Simon Quick Advisors | |
| Best private wealth manager under $5bn - performance | Accretive Capital Partners |
| Capital Counsel | |
| Fieldpoint Private | |
| Rose Capital Advisors | |
| Best reporting solution | Addepar |
| BNY Mellon Pershing | |
| Mirador | |
| Private Wealth Systems | |
| PKF O'Connor Davies Family Office | |
| Risclarity | |
| Best technology platform for family offices | CAIS |
| Carson Group | |
| DarcMatter | |
| Envestnet | |
| PKF O'Connor Davies Family Office | |
| Summitas | |
| Risclarity | |
| Best ESG investment offering |
Envestnet |
| Dynasty Financial Partners | |
| Mercer Advisors | |
| The Family Office at Synovus | |
| ESG advocate of the year | Boundless Impact Investing |
| CIBC Private Wealth Management | |
| Dynasty Financial Partners | |
| Envestnet | |
| Ethic | |
| Mercer Advisors | |
| The Family Office at Synovus | |
| The S Factor | |
| Lifetime achievement award | To be announced on the night |
| Private banking - client service | Citi Private Bank |
| First Republic Bank | |
| Key Private Bank | |
| PNC Wealth Management | |
| Stone Mountain Capital | |
| Private banking - consulting/specialized solutions | CIBC Private Wealth Management |
| Key Family Wealth | |
| Northern Trust | |
| UBS Global Family Office | |
| Private banking - innovation | Citi Private Bank |
| Fieldpoint Private | |
| First Rrepublic Bank | |
| Private wealth management M&A deal of the year | Clarfeld Citizens Private Wealth |
| Cresset | |
| Mercer Advisors | |
| Procyon Partners | |
| Women in wealth advocate of the Year | Ida Liu, Citi Private Bank |
| Linda Mack, Mack International | |
| Teri Shepherd, Carson Group | |
| Women in wealth advocate of the year firm | CIBC Private Wealth Management |
| Citi Private Bank | |
| Fifth Third Bank | |
| Mercer Advisors |
2020 JUDGING PANEL
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WINNERS 2019
| Category | Shortlist | Winner | Highly Commended |
|---|---|---|---|
| Outstanding contribution | Marianne W. Young | ||
| Best high-net-worth insurance broker | Baldwin Krystyn Sherman Partners | Baldwin Krystyn Sherman Partners | |
| Brown & Brown Insurance | |||
| Crystal & Company - Private Client Services | |||
| Best private wealth manager - client service - under $5bn | Algonquin Advisors | Fieldpoint Private | |
| Coastal Bridge Advisors | |||
| Fieldpoint Private | |||
| Heritage Financial Planning | |||
| Keystone Global Partners | |||
| Rose Capital Advisors | |||
| Best private wealth manager - client service - over $5bn | CIBC Private Wealth Management | Key Private Bank | Commerce Trust Company |
| Commerce Trust Company | |||
| Fiduciary Trust Company | |||
| Key Private Bank | |||
| Mercer Advisors | |||
| Best private wealth manager - under $5bn | Algonquin Advisors | Forbes Family Trust | Massey Quick Simon |
| Fieldpoint Private | |||
| Forbes Family Trust | |||
| Heritage Financial Planning | |||
| Keystone Global Partners | |||
| Massey Quick Simon | |||
| Best private wealth manager - over $5bn | Argent Financial Group | Mercer Advisors | |
| Ascent Private Capital Management of U.S. Bank | |||
| Bank of the West | |||
| CIBC Private Wealth Management | |||
| Fiduciary Trust Company | |||
| First Republic | |||
| Key Private Bank | |||
| Mercer Advisors | |||
| Best private wealth manager - overall | CIBC Private Wealth Management | First Republic | |
| Commerce Trust Company | |||
| Fiduciary Trust Company | |||
| First Republic | |||
| Forbes Family Trust | |||
| Key Private Bank | |||
| Sun Global Investments | |||
| Best multi-family office - client service - under $2bn | Delegate Advisors | Rose Capital Advisors | Northland Wealth Management |
| Keystone Global Partners | |||
| Market Street Trust Company | |||
| Northland Wealth Management | |||
| Rose Capital Advisors | |||
| Best multi-family office - client service - over $2bn | Hawthorn, PNC Family Wealth | WE Family Offices | Synovus Family Asset Management |
| JDJ Family Office Services | |||
| Key Private Bank | |||
| Massey Quick Simon | |||
| Pitcairn | |||
| Signature Family Wealth Advisors | |||
| Synovus Family Asset Management | |||
| WE Family Office | |||
| Best multi-family office - overall - under $2bn | Keystone Global Partners | Keystone Global Partners | |
| Market Street Trust Company | |||
| Northland Wealth Management | |||
| Omnia Family Wealth | |||
| Rose Capital Advisors | |||
| Best multi-family office - overall - over $2bn | CIBC Private Wealth Management | Pitcairn | WE Family Offices |
| Fieldpoint Private | |||
| Key Private Bank | |||
| Massey Quick Simon | |||
| Pitcairn | |||
| Signature Family Wealth Advisors | |||
| Synovus Family Asset Management | |||
| Tolleson Wealth Management | |||
| WE Family Office | |||
| Best fund product for high-net-worth clients | Capital Dynamics | GoldenTree Asset Management | Capital Dynamics |
| GoldenTree Asset Management | |||
| OppenheimerFunds | |||
| Best family office service provider | Fidelity Family Office Services | Fidelity Family Office Services | |
| FundCount | |||
| Key Private Bank | |||
| OppenheimerFunds | |||
| Trusted Family | |||
| Winston Art Group | |||
| Best technology platform - client service | BaseVenture | Summitas | |
| Edgefolio | |||
| Empire Software | |||
| Masttro | |||
| Seismic Software | |||
| Trusted Family | |||
| Summitas | |||
| Best technology platform - innovation | Envestnet | Institutional & Investment Management, SS&C | Solovis |
| FIS | |||
| iCapital Network | |||
| MyVest | |||
| Solovis | |||
| Institutional & Investment Management, SS&C | |||
| Best lifestyle firm | Black Bag | JDJ Family Office Services | |
| Flynn Family Office | |||
| Heritage Financial Planning | |||
| JDJ Family Office Services | |||
| The Wealth Scene | |||
| Winston Art Group | |||
| Best RIA for high-net-worth clients | Capital Counsel | Cresset | |
| Coastal Bridge Advisors | |||
| Cresset | |||
| Delegate Advisors | |||
| Mercer Advisors | |||
| The Sarian Group at HighTower | |||
| Best reporting solution | BaseVenture | Mirador | |
| BNY Mellon Pershing | |||
| Empire Software | |||
| Envestnet | |||
| FundCount | |||
| InvestEdge | |||
| Mirador | |||
| Institutional & Investment Management, SS&C | |||
| Best new product for high-net-worth advisory | Artivest | Millennium Bridge Capital | Family Wealth Advisors Bank of the West Wealth Management |
| CIBC Private Wealth Management | |||
| Envestnet | |||
| Family Wealth Advisors Bank of the West Wealth Management | |||
| Millennium Bridge Capital | |||
| OppenheimerFunds | |||
| Best outsourced CIO solution | Envestnet | Forbes Family Trust | |
| Fieldpoint Private | |||
| Forbes Family Trust | |||
| Hawthorn, PNC Family Wealth | |||
| Synovus Family Asset Management | |||
| Best high-net-worth insurance company | Chubb | PURE Insurance | |
| Huntington T Block | |||
| PURE Insurance | |||
| Best trustee service | Argent Financial Group | Argent Financial Group | |
| Fiduciary Trust Company | |||
| Ropes & Gray | |||
| Synovus Family Asset Management | |||
| Best trusts and estates division | Citi Private Bank | Fiduciary Trust Company (Boston) | |
| Day Pitney | |||
| Fiduciary Trust Company | |||
| Ropes & Gray | |||
| Synovus Family Asset Management | |||
| Best security solution | Eze Castle Integration | Trusted Family | |
| Masttro | |||
| Summitas | |||
| Trusted Family | |||
| Best consulting firm for family offices | Aston Pearl | Oakbrook Solutions | Aston Pearl |
| Family Wealth Advisors Bank of the West Wealth Management | |||
| Mack International | |||
| Oakbrook Solutions | |||
| Touchpoint | |||
| Best private client law firm | Day Pitney | Withers Bergman | Day Pitney |
| Handler Thayer | |||
| Ropes & Gray | |||
| Withers Bergman | |||
| Private banking - client service | First Republic | First Republic | |
| J.P Morgan Private Bank | |||
| Key Private Bank | |||
| RBC Wealth Management | |||
| Private banking - innovation | Bank of the West | BNY Mellon | Pershing | |
| BNY Mellon I Pershing | |||
| Citi Private Bank | |||
| Envestnet | |||
| Fieldpoint Private | |||
| Private banking - overall | CIBC Private Wealth Management | Citi Private Bank | |
| Citi Private Bank | |||
| J.P Morgan Private Bank | |||
| Key Private Bank | |||
| RBC Wealth Management | |||
| Best investment platform - client service | Abbot Downing | Abbot Downing | OppenheimerFunds |
| Commerce Trust Company | |||
| Heritage Financial Planning | |||
| OppenheimerFunds | |||
| Stone Mountain Capital | |||
| Best investment platform - innovation | BNY Mellon Pershing | Dynasty Financial Partners | Envestnet’s OneWealth Platform |
| Citi Private Bank | |||
| Dynasty Financial Partners | |||
| Envestnet | |||
| Fieldpoint Private | |||
| Fiserv | |||
| iCapital Network | |||
| OppenheimerFunds | |||
| Best investment platform - performance | Artivest | CIBC Private Wealth Management | |
| CIBC Private Wealth Management | |||
| Commerce Trust Company | |||
| Fieldpoint Private | |||
| Heritage Financial Planning | |||
| InvestEdge | |||
| OppenheimerFunds | |||
| Best compliance consulting firm | ACA Compliance Group | Alaric Compliance Services | |
| Alaric Compliance Services | |||
| KPMG | |||
| Norton Rose Fulbright | |||
| Best outsourcing – business operations | Citco | Citco | |
| Fiduciary Wealth Management | |||
| Flynn Family Office | |||
| Northern Trust | |||
| Institutional & Investment Management, SS&C | |||
| Best newcomer | Heritage Financial Planning | Heritage Financial Planning | |
| Cresset | |||
| Legacy Family Office | |||
| ESG advocate of the year | Envestnet | Envestnet | |
| Hawthorn, PNC Family Wealth | |||
| Neuberger Berman | |||
| OppenheimerFunds | |||
| Synovus Family Asset Management | |||
| Best philanthropic/educational initiative | Abbot Downing | Fidelity Family Office Services' eBook, “Evolving the Family Office” | |
| Ascent Private Capital Management of U.S. Bank | |||
| BNY Mellon's Pershing | |||
| Boston Private | |||
| Crossmark Global Investments | |||
| Family Wealth Advisors Bank of the West Wealth Management | |||
| Fidelity Investments | |||
| Hawthorn, PNC Family Wealth | |||
| Omnia Family Wealth | |||
| Raffa Wealth Management | |||
| Women in Wealth Advocate of the Year | Brown Brothers Harriman | Mack International | |
| CIBC Private Wealth Management | |||
| David Bach / AE Wealth Management | |||
| Hawthorn, PNC Family Wealth | |||
| Mack International |
2019 PHOTOS
EVENT INFO
Timings
6.30pm Reception drinks
7.30pm Three course gala 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
Cocktail attireMap and directions to venue
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TABLES & ATTENDANCE
Celebrate with us and the rest of the community on February 6, 2020 at 583 Park Avenue.
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 tables and attend these prestigious Awards, please contact:
Indira Peters
E: i.peters@pageantmedia.com
T: 646-891-2119
2020 SPONSORS
SPONSOR THE 2020 AWARDS
Sponsoring the PAM Awards 2020 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 in the build up to the event, during and after across the entire PAM readership community.
CONTACT
Steph Scanlon
Commercial Manager
E: s.scanlon@pageantmedia.com
T: 646-891-2167
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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