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.Awards Schedule
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Friday, October 5 2018 Entry Opening Date
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Friday, November 30 2018 Entry Closing Date
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Thursday, February 7 2019 Awards Ceremony
WELCOME TO THE PRIVATE ASSET MANAGEMENT
AWARDS
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.The entry deadline is on November 16 and entering the Awards is FREE for all categories. Check out the categories and enter today!
Shortlist 2019
| Category | Company name |
|---|---|
| Best high-net-worth insurance broker | Baldwin Krystyn Sherman Partners |
| Brown & Brown Insurance | |
| Crystal & Company - Private Client Services | |
| Best private wealth manager - client service - under $5bn | Algonquin Advisors |
| Coastal Bridge Advisors | |
| Fieldpoint Private | |
| Heritage Financial Planning | |
| Keystone Global Partners | |
| Rose Capital Advisors | |
| Best multi-family office - client service - over $2bn | Hawthorn, PNC Family Wealth |
| JDJ Family Office Services | |
| Key Private Bank | |
| Massey Quick Simon | |
| Pitcairn | |
| Signature Family Wealth Advisors | |
| Synovus Family Asset Management | |
| WE Family Offices | |
| Best investment platform - performance | Artivest |
| CIBC Private Wealth Management | |
| Commerce Trust Company | |
| Fieldpoint Private | |
| Heritage Financial Planning | |
| InvestEdge | |
| OppenheimerFunds | |
| Women in Wealth Advocate of the Year | Brown Brothers Harriman |
| CIBC Private Wealth Management | |
| David Bach / AE Wealth Management | |
| Hawthorn, PNC Family Wealth | |
| Mack International | |
| Best new product for high-net-worth advisory | Artivest |
| CIBC Private Wealth Management | |
| Envestnet | |
| Family Wealth Advisors Bank of the West Wealth Management | |
| Millennium Bridge Capital | |
| OppenheimerFunds | |
| Best family office service provider |
Fidelity Family Office Services |
| FundCount | |
| Key Private Bank | |
| OppenheimerFunds | |
| Trusted Family | |
| Winston Art Group | |
| Best technology platform - client service | BaseVenture |
| Edgefolio | |
| Empire Software | |
| Masttro | |
| Seismic Software | |
| Trusted Family | |
| Summitas | |
| Best technology platform - innovation | Envestnet |
| FIS | |
| iCapital Network | |
| MyVest | |
| Solovis | |
| SS&C | |
| Best philanthropic/educational initiative | Abbot Downing |
| 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 Family Office Services | |
| Raffa Wealth Management | |
| Hawthorn, PNC Family Wealth | |
| Omnia Family Wealth | |
| Best private wealth manager - overall | CIBC Private Wealth Management |
| Commerce Trust Company | |
| Fiduciary Trust Company | |
| First Republic | |
| Forbes Family Trust | |
| Key Private Bank | |
| Sun Global Investments | |
| Private banking - overall | CIBC Private Wealth Management |
| Citi Private Bank | |
| J.P Morgan Private Bank | |
| Key Private Bank | |
| RBC Wealth Management | |
| Best lifestyle firm | JDJ Family Office Services |
| Heritage Financial Planning | |
| Black Bag | |
| Flynn Family Office | |
| The Wealth Scene | |
| Winston Art Group | |
| Best Multi-family office - client service - under $2bn | Delegate Advisors |
| Keystone Global Partners | |
| Market Street Trust Company | |
| Northland Wealth Management | |
| Rose Capital Advisors | |
| Best multi-family office - overall - under $2bn | Keystone Global Partners |
| Market Street Trust Company | |
| Northland Wealth Management | |
| Omnia Family Wealth | |
| Rose Capital Advisors | |
| Best private wealth manager - client service - over $5bn | CIBC Private Wealth Management |
| Commerce Trust Company | |
| Fiduciary Trust Company | |
| Key Private Bank | |
| Mercer Advisors | |
| Best RIA for high-net-worth clients | Capital Counsel |
| Coastal Bridge Advisors | |
| Cresset Wealth Advisors | |
| Delegate Advisors | |
| Mercer Advisors | |
| The Sarian Group at HighTower | |
| Best investment platform - innovation | Dynasty Financial Partners |
| Envestnet | |
| Fieldpoint Private | |
| BNY Mellon | Pershing | |
| Fiserv | |
| Citi Private Bank | |
| iCapital Network | |
| OppenheimerFunds | |
| Best reporting solution | BNY Mellon | Pershing |
| BaseVenture | |
| Empire Software | |
| Envestnet | |
| InvestEdge | |
| FundCount | |
| Mirador | |
| SS&C | |
| Best fund product for high-net-worth clients | Golden Tree Asset Management |
| Capital Dynamics | |
| OppenheimerFunds | |
| Best private wealth manager - over $5bn | Argent Financial Group |
| 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 multi-family office - overall - over $2bn | CIBC Private Wealth Management |
| Fieldpoint Private | |
| Key Private Bank | |
| Massey Quick Simon | |
| Pitcairn | |
| Synovus Family Asset Management | |
| Signature Family Wealth Advisors | |
| Tolleson Wealth Management | |
| WE Family Offices | |
| Best outsourced CIO solution | Envestnet |
| Fieldpoint Private | |
| Forbes Family Trust | |
| Hawthorn, PNC Family Wealth | |
| Synovus Family Asset Management | |
| Best high-net-worth insurance company | Chubb |
| Huntington T Block | |
| PURE Insurance | |
| Best trustee service | Argent Financial Group |
| Fiduciary Trust Company | |
| Ropes & Gray | |
| Synovus Family Asset Management | |
| Best trusts and estates division | Citi Private Bank |
| Day Pitney | |
| Fiduciary Trust Company | |
| Ropes & Gray | |
| Synovus Family Asset Management | |
| Best security solution | Eze Castle Integration |
| Masttro | |
| Summitas | |
| Trusted Family | |
| Best private wealth manager - under $5bn | Algonquin Advisors |
| Fieldpoint Private | |
| Forbes Family Trust | |
| Heritage Financial Planning | |
| Keystone Global Partners | |
| Massey Quick Simon | |
| Best consulting firm for family offices | Aston Pearl |
| Family Wealth Advisors Bank of the West Wealth Management | |
| Mack International | |
| Oakbrook Solutions | |
| Touchpoint | |
| Best private client law firm | Day Pitney |
| Handler Thayer | |
| Ropes & Gray | |
| Withers Bergman | |
| Private banking innovation | Bank of the West |
| BNY Mellon I Pershing | |
| Citi Private Bank | |
| Envestnet | |
| Fieldpoint Private | |
| ESG advocate of the year | Envestnet |
| Hawthorn, PNC Family Wealth | |
| Neuberger Berman | |
| OppenheimerFunds | |
| Synovus Family Asset Management | |
| Best investment platform - client service | Abbot Downing |
| Commerce Trust Company | |
| Heritage Financial Planning | |
| OppenheimerFunds | |
| Stone Mountain Capital | |
| Private banking - client service | First Republic |
| J.P Morgan Private Bank | |
| Key Private Bank | |
| RBC Wealth Management | |
| Best compliance consulting firm | ACA Compliance Group |
| Alaric Compliance Services | |
| KPMG | |
| Norton Rose Fulbright | |
| Best outsourcing – business operations | Citco |
| Flynn Family Office | |
| Fiduciary Wealth Management | |
| Northern Trust | |
| SS&C | |
| Best newcomer | Heritage Financial Planning |
| Cresset Wealth Advisors | |
| Legacy Family Office |
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
Cocktail attireMap and directions to venue
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:
Indira Peters-Didio
Data Manager
US: +1 646-891-2119
Mobile: +1 646-823-4254
Email: i.peters@pageantmedia.com
2018 WINNERS
| Category | Company | Highly 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 |
2019 JUDGING PANEL
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OUR SPONSORS
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SPONSOR THE 2019 AWARDS
Sponsoring the PAM Awards 2019 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
Sponsorship
Pierre Aghabala
Commercial Sales Manager
p.aghabala@pageantmedia.com
+ 44 2078326599 /+44 (0)7718494397
+1 646-931-9048
Tickets/Tables
Indira Peters-DiDio
Data Manager
i.peters@pageantmedia.com
+1 646 891 2119
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