Private Asset Management Awards 2018 | Fund Intelligence | 8 December 2017 | 583 Park Avenue , 63rd Street and Park Avenue, NY

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 select the winners of the 2018 awards.

Categories:

Private Asset Management Awards 2018
Best compliance consulting firm
Best private wealth manager - client service - under $5bn
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 private client audit firm
Best private tax solution
Best trusts and estates division
Best newcomer
Best fund manager private clients
Best security solution
Best reporting solution

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.

You will need to complete a separate entry form for each category that you wish to enter.

Please note that the judging period is from September 1, 2016 - August 31, 2017.

2017 Winners

OUTSANDING CONTRIBUTION
• P. Scott Gregorchuk

BEST PRIVATE WEALTH MANAGER - CLIENT SERVICE - UNDER $5BN
• Chilton Trust Company

BEST PRIVATE WEALTH MANAGER - CLIENT SERVICE - OVER $5BN
• Abbot Downing

BEST PRIVATE WEALTH MANAGER - UNDER $5BN
• LLBH Private Wealth Management

BEST PRIVATE WEALTH MANAGER - OVER $5BN
• The Commerce Trust Company

BEST PRIVATE WEALTH MANAGER - OVERALL
• Citi Private Bank

BEST NEW PRODUCT FOR HNW ADVISORY
• Pershing/Lockwood Advisors

PRIVATE BANKING - CLIENT SERVICE
• Brown Brothers Harriman

PRIVATE BANKING - PERFORMANCE
• Key Private Bank

PRIVATE BANKING - INNOVATION
• Bank of the West Wealth Management Group

PRIVATE BANKING - OVERALL
• First Republic Bank

BEST INVESTMENT PLATFORM - CLIENT SERVICE
• Dynasty Financial Partners

BEST INVESTMENT PLATFORM - PERFORMANCE
• Atlantic Trust

BEST INVESTMENT PLATFORM - INNOVATION
• Artivest

BEST TRUSTEE SERVICE
• Fiduciary Trust Company

BEST MULTI-FAMILY OFFICE - CLIENT SERVICE - UNDER $2BN
• Northland Wealth Management

BEST MULTI-FAMILY OFFICE - CLIENT SERVICE - OVER $2BN
• Boston Private

BEST MULTI-FAMILY OFFICE - OVERALL - UNDER $2BN KEYSTONE
• Global Partners

BEST MULTI-FAMILY OFFICE - OVERALL - OVER $2BN
• Pathstone

BEST OUTSOURCED CIO SOLUTION
• Envestnet

BEST FAMILY OFFICE SERVICE PROVIDER
• Private Wealth Systems, Inc. (PWS)

BEST CONSULTING FIRM FOR FAMILY OFFICES
• Hawthorn, PNC Family Wealth

BEST LIFESTYLE FIRM
• Teresa Leigh Household Risk Management

BEST PHILANTHROPIC/EDUCATIONAL INITIATIVE
• Inverness Counsel

BEST REPORTING SOLUTION - INNOVATION
• Masttro

BEST REPORTING SOLUTION - OVERALL
• Foundation Source

BEST TECHNOLOGY PLATFORM
• Fiserv Investment Services

BEST HIGH-NET-WORTH INSURANCE COMPANY
• Chubb

BEST HIGH-NET-WORTH INSURANCE BROKER
• Marsh Private Client Services

BEST RIA FOR HNW CLIENTS
• The Sarian Group at HighTower

BEST FUND PRODUCT FOR HNW CLIENTS
• iCapital Network

BEST PRIVATE CLIENT LAW FIRM
• Withers Bergman

BEST LAW FIRM - CLIENT SERVICE
• Handler Thayer

BEST HNW SECURITY SOLUTION
• TorchStone Global

BEST PRIVATE CLIENT AUDIT FIRM
• PKF O'Connor Davies

BEST PRIVATE TAX SOLUTION
• EisnerAmper

BEST TRUSTS AND ESTATES DIVISION
• Atlantic Trust

BEST NEWCOMER
• Private Wealth Systems, (PWS)

BEST FUND MANAGER PRIVATE CLIENTS
• Beacon VP Capital

BEST CYBER SECURITY SOLUTION
• Summitas