Private Asset Management Awards 2020
The PAM Awards return 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.
Entries are now open, and we are in the search for those firms and individuals whose outstanding achievements and ground-breaking innovations deserve the highest recognition.
Entries must be submitted by the final entry deadline: Friday, October 25, 2019 to be considered for judging.
Awards Schedule
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Thursday, July 25 2019 Entry Opening Date
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Friday, October 25 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.
Entries close on Friday, October 25, 2019. All entries must be completed and submitted to be considered for judging.TESTIMONIALS
Why enter PAM Awards 2020?
1 - Boost your firm’s profile: The PAM Awards has been running for over two decades and is widely regarded as the most prestigious and respected awards ceremony in the US private wealth space. Being shortlisted or winning a category will raise your profile among the sector’s biggest names.
2 - Catch the eye of new clients: With the private banking, multi-family office and high-net-worth advisory service provider space becoming increasingly competitive, winning a PAM Award can ensure your firm truly stands out from the crowd in the eyes on potential new clients.
3 - Be judged by the experts: Our broad and independent panel of 20 leading industry names conducts a rigorous assessment of each category to ensure that only the truly deserving firms are recognised.
4 - Reward your team’s efforts: Winning a PAM Award and celebrating in front of 400-plus guests at our New York Awards dinner and ceremony is a great way to recognize and reward all the hard work and success achieved by your team over the past year.
2020 CATEGORIES
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 (ending July 31, 2019) 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
This award will go to the firm or individual who has done the most to promote the usage of ESG principals over the past 12 months (ending July 31, 2019). 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 or growing a successful ESG themed investment strategy
- Thought leadership around impact investing and ESG
- ESG-related technological innovation
- ESG-related investor outreach
Criteria:
- Commercial success and business growth of ESG products/services
- Demonstration of ESG innovation and description of how market responded to the idea
- Positive investor feedback via testimonials
Nominations for this category are accepted. The judging committee and PAM editorial team will be looking to award this prestigious honor to a person who has defined the spirit of this sector through their professional and charitable work over the course of their career.
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 (ending July 31, 2019). 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
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
- 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
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 (ending July 31, 2019).
Success in this category depends on a mixture of top-notch performance alongside asset growth during the judging period from the family office and HNW advisory space. Submissions should include up to five years performance if available, although a higher weighting will be given to performance over the past one year.
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
This award is designed to recognize and reward excellence among the range of firms providing multi-family office businesses with auditing 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 service innovation and description of how the market responded positively to the idea
- Description of future development possibilities
- Positive client feedback via submitted testimonials
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 (ending July 31, 2019). 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 service innovation and description of how the market responded positively to your changes
- Description of future development possibilities
- Positive client feedback via submitted testimonials
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 (ending July 31, 2019). 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 service innovation and description of how the market responded positively to the idea
- Description of future development possibilities
- Positive client feedback via submitted testimonial
This award is designed to recognize and reward excellence among the range of firms providing the family office sector with custodial services, with judges looking at factors including the breadth of offering, security and fraud prevention measures and the ability to allow clients to operate as efficiently as possible across a range of asset classes.
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 service innovation and description of how the market responded positively to the idea
- Description of future development possibilities
- Positive client feedback via submitted testimonials
This award is designed to recognize and reward firms providing family office businesses with specialist support to manage their internal documents and content and aid with workflow around such assets.
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 service innovation and description of how the market responded positively to the idea
- Description of future development possibilities
- Positive client feedback via submitted testimonials
This award is open to any firm servicing the family office sector and is focused on rewarding businesses that have shown true innovation in their provision of a product or service that has solved a problem, creating efficiencies or just generally made life easier for family office professionals.
The judges will be focused on new products or services which have come to the market in the past year, and where the firm has demonstrated the usefulness of the innovation through client testimonials and business growth.
Criteria:
- Demonstration of service innovation and description of how the market responded positively to the idea
- Commercial success and business growth of the particular innovation
- Description of future development possibilities
- Positive client feedback via submitted testimonials
This award is designed to recognize and reward excellence among the range of firms providing family office businesses with fiduciary services and a range of trustee structures.
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 service innovation and description of how the market responded positively to the idea
- Description of future development possibilities
- Positive client feedback via submitted testimonials
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 (ending July 31, 2019).
The award is aimed at recognizing vendor specializing in holistic solutions to protect family offices from a host of business threats, including cyber-attacks, data-breaches and internal bad actor threats. Success in this category depends on a mixture of client and revenue growth, as well as 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
This award is designed to recognize and reward firms providing family office businesses with third party fund administration 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 service innovation and description of how the market responded positively to the idea
- Description of future development possibilities
- Positive client feedback via submitted testimonials
This award is designed to recognize and reward firms providing outsourced general bookkeeping and accounting support services to family office firms.
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 service innovation and description of how the market responded positively to the idea
- Description of future development possibilities
- Positive client feedback via submitted testimonials
This award is designed to reward insurance brokers specializing in the family office and HNW space that have delivered across the board through business/client growth, innovation and client servicing over the past 12 months (ending July 31, 2019). 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
This award is designed to reward firms specializing in the provision of insurance to family offices and HNW clients that have delivered through business/client growth, innovation and client servicing over the past 12 months (ending July 31, 2019). 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
This award recognizes firms which have demonstrated consistently high standards in providing legal estate and trusts work 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 and/or tax 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 service innovation and description of how the market responded positively to the idea
- Description of future development possibilities
- Positive client feedback via submitted testimonials
This award recognizes law firms which have demonstrated consistently high standards in providing litigation support and 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 and/or tax 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 service innovation and description of how the market responded positively to the idea
- Description of future development possibilities
- Positive client feedback via submitted testimonials
This award is designed to recognize firms providing family offices with lifestyle concierge services and support who have demonstrated business growth, expertise, innovation and top-quality client service over the past 12 months (ending July 31, 2019).
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
This category is designed to recognize and reward firms providing family office professionals with an integrated aggregation, reconciliation accounting and performance system across multiple asset classes.
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 service innovation and description of how the market responded positively to the idea
- Description of future development possibilities
- Positive client feedback via submitted testimonials
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
This award is designed to recognize and reward firms providing outsourced partnership accounting support services to family office firms.
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 service innovation and description of how the market responded positively to the idea
- Description of future development possibilities
- Positive client feedback via submitted testimonials
This award is designed to recognize and reward excellence among the service providers providing their family office clients with help and support in dealing with data aggregation and reporting requirements used for internal business purposes and/or external requirements.
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
This award is designed to reward firms displaying excellence in the provision of a service or product designed to aid and support family offices with one particular aspect of their security needs.
Success in this category depends on a mixture of client and revenue growth, as well as 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
This award is designed to reward the multi-family office or wealth management firm which has excelled in specialist estate planning service it has provided high-net worth clients.
Firms should provide evidence of the depth and breadth of the service offering and glowing client testimonials to support the entry.
Criteria
- Demonstration of strong specialist estate planning service offering
- Evidence of business growth in this segment of the firm’s service
- High client service standards evidence by glowing client testimonials
This award is designed to reward the family office demonstrating the most exceptional policies and procedures when it comes to their investment due diligence procedures.
Submissions should demonstrate the due diligence steps taken to review a range of different asset classes and new investment opportunities, including funds and direct deals. Details of technological innovation that has helped deliver positive outcomes should be evidenced in the submission.
Criteria
- Demonstration of the due diligence processes at the family office
- Evidence of DD procedures contributing positively to long-term risk adjusted performance
- Evidence that a positive DD culture exists across the family office
This award is designed to reward the family office that has stood out from the crowd in terms of its long-term risk adjusted performance.
Family offices should provide monthly returns for the past five years, alongside an explanation of how the family office’s investment philosophy has driven this performance
Criteria:
- Positive five-year performance statistics
- Explanation of how the firm’s investment philosophy has led to such outcomes
This award is designed to reward the family office which has put in place the most robust and well-thought through succession plan to ensure stability and continued success.
Submissions will be accepted for families who have executed the plan in its entirety, those in the middle of carrying out the plan and those just stating off.
Criteria
- Family office has put in place a robust and well-thought through plan
- Demonstration of how the plan has positively impacted the running of the family office
This award is designed to reward the multi-family office or wealth management firm which has led the way in terms of creating an inclusive and positive working environment for its staff, whilst also having a well thought through succession/business continuation structure in place for the future.
Firms should provide evidence of the steps taken to achieve a positive working environment, positive testimonials from staff and any staff feedback research and turnover statistics that would support their submission.
Criteria
- Demonstrating the steps taken to achieve an inclusive and positive working environment for all staff
- Evidence of how such programs have contributed to the commercial success of the firm
- Positive testimonials from employees and staff feedback research to support the submission
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.
Firms should provide monthly returns for up to the past five years for the most popular portfolios on their platform, However a higher weighting will be given to client testimonials and other evidence demonstrating outstanding client servicing standards.
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
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 the performance delivered over the judging period.
Firms should provide monthly returns for up to the past five years for the most popular portfolios on their platform, including details of asset size and how that has changed. Higher weighting will be given to one year returns but the judging process will also take account of longer-term performance.
Criteria:
- Delivery of client objectives through risk-adjusted performance across a range of investment solutions
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.
Firms should provide monthly returns for up to the past five years for a range of client portfolios and offer specific examples of outstanding levels of client service and satisfaction among the range of service you run.
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
This award is designed to recognize excellence in the smaller multi-family office space by rewarding the top performing firm in terms of the risk-adjusted performance they have provided to their clients.
Firms should provide monthly returns for up to the past five years for a range of client portfolios.
Criteria:
- Delivery of client objectives through risk-adjusted performance
- Commercial success and asset/client growth
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.
Firms should provide monthly returns for up to the past five years for a range of client portfolios and offer specific examples of outstanding levels of client service and satisfaction among the range of service you run.
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
This award is designed to recognize excellence in the larger multi-family office space by rewarding the top performing firm in terms of the risk-adjusted performance they have provided to their clients.
Firms should provide monthly returns for up to the past five years for a range of client portfolios. Higher weighting will be given to one year returns but the judging process will also take account of longer-term performance.
Criteria:
- Delivery of client objectives through risk-adjusted performance
- Commercial success and asset/client growth
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.
Firms should provide monthly returns for up to the past five years for a range of client portfolios. However, a higher weighting will be given to exceptional client servicing standards across the firm’s offerings.
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
This award is designed to recognize excellence in the larger private wealth manger space by rewarding the firms that have truly delivered for their clients in terms of exceptional risk-adjusted performance.
Firms should provide monthly returns for up to the past five years for a range of client portfolios. Higher weighting will be given to one year returns but the judging process will also take account of longer-term performance.
Criteria:
- Delivery of client objectives through risk-adjusted performance
- Commercial success and asset/client growth
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.
Firms should provide monthly returns for up to the past five years for a range of client portfolios. However, a higher weighting will be given to exceptional client servicing standards across the firm’s offerings.
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
This award is designed to recognize excellence in the larger private wealth manger space by rewarding the firms that have truly delivered for their clients in terms of exceptional risk-adjusted performance.
Firms should provide monthly returns for up to the past five years for a range of client portfolios. Higher weighting will be given to one year returns but the judging process will also take account of longer-term performance.
Criteria:
- Delivery of client objectives through risk-adjusted performance
- Commercial success and asset/client growth
This award is designed to reward the private bank, multi-family office or wealth management firm which has undertaken the most impressive and transformative acquisition over the past 12 months (ending July 31, 2019).
Firms should provide evidence of the positive impact of the deal, the focus on maintaining top client servicing standards and the opportunities for growth that are likely to be achieved.
Criteria:
- Achieving an impactful and transformative acquisition during the past 12 months
- Demonstration of the commercial success likely to be achieved
- Strong focus on maintaining service standards
This award is designed to recognize the top private banking firm over the judging period when it comes to client servicing across a range of family office services, including investments, consultancy, philanthropy, tax support and estate planning.
Criteria:
- Meeting client needs through investment service and performance
- Breadth of quality services provided to HNW/ family office clients
- Positive client feedback via testimonials
- Commercial success and business growth
This award is designed the recognize the top private banking firm over the judging period when it comes to providing the family office space with consulting services around issues such as succession, family dynamics, and business evolution support.
The submission should document how the consulting service and solutions have benefited family office firms, with client testimonials focused directly on the impact they have had on a number of clients.
Criteria:
- Demonstration of the impact of consulting offering on business growth/client experience
- Showing an innovative approach that recognizes evolving marketplace
- Breadth of services provided to HNW/family clients
- Commercial success and business growth
This award is designed to 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 its HNW advisory/family office clients.
The submission should document how new products, services or solutions have benefited clients, with client testimonials focused directly on the innovations.
Criteria:
- Demonstration of innovation and its impact on business growth/client experience
- Positive client feedback via testimonials
- Breadth of services provided to HNW/family clients
ENTRY RULES
The PAM Awards are designed to recognize top investment professionals, wealth advisers, legal firms, consultants and other key service providers operating within the private asset management industry, who have excelled over the past year.
The judging process, using an independent panel made up of a broad range of industry experts, will be based on a mixture of qualitative and quantitative performance indicators.
To enter the 2020 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, and provide performance figures where appropriate.
You can enter as many strategies, funds, programs or portfolios in as many categories as you wish. You will just 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 ending July 31, 2019
- 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
Please note: If you are entering a perfomance category, you will be asked to show your perfomance. You can download the excel document here and submit this when completing your entry.
Entry tip: There is a clone button that you can utilize when submitting several entries. In order to do this, complete your first entry and submit it. You can then click on the clone button, select the category and scroll down below to click on the create button. All of the information will be copied over from your previous entry. You will now be able to make the necessary changes to the new entry.
DOWNLOAD THE ENTRY KIT & JUDGES ADVICE PACK
Click below to download the entry kit and judges advice pack for this year's PAM Awards 2020.
JUDGING
The judging process, using an independent panel made up of a broad range of industry experts, will be based on a mixture of qualitative and quantitative performance indicators.
Please check the criteria of each individual award to understand the key indicators judges will be assessing, which may include financial performance, investment performance, growth, client satisfaction levels and innovation.
The judging process is rigorous and thorough to ensure that all the entries receive full consideration and that the most deserving winners are chosen.
The judging period will be for business and investment performance for the year ended July 31, 2019.
The PAM Awards will be split between our range of 20 judges, with each award assessed by at least three of the judges.
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.
2020 JUDGING PANEL
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Biography
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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
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-Didio
US: +1 646-891-2119
Mobile: +1 646-823-4254
Email: i.peters@pageantmedia.com
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
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
Entries/Sponsorship
Pierre Aghabala
Commercial Sales Manager
p.aghabala@pageantmedia.com
+ 44 2078326599 /+44 (0)7718494397
+1 646-931-9048
Tables/Attendance
Indira Peters-DiDio
Data Manager
i.peters@pageantmedia.com
+1 646 891 2119
FOLLOW US
#PAMAwards2020
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