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Organizer | Pageant Media Ltd |
Submission deadline | 4 Dec 2018 5:00pm EST (about 6 years ago) |
Date Awarded | 7 Feb 2019 8:00am EST (almost 6 years ago) |
Region | Americas |
For over two decades the Private Asset Management Awards have recognized the best of the private wealth management industry. 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, to showcase the incredible achievements they have accomplished over the course of the last year.
2018 Winners:
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