Private Asset Management Awards 2019 | Pageant Media Ltd | 4 December 2018 | 583 Park Avenue, 583 Park Ave, New York, NY 10065, USA

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