Private Asset Management Awards 2022 | Pageant Media Ltd | 5 November 2021 | Virtual

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.

2021 Past Winners

OVERALL AWARDS & PRIVATE BANKING AWARDS

Best Philanthropic/Educational Initiative
The Family Office at Synovus

Women in Wealth Advocate of the Year (firm)
6 Meridian

Women in Wealth Advocate of the Year
Winner: Teri Shepherd, Carson Group

ESG Advocate of the Year
Capital Dynamics

Lifetime Achievement Award
Thomas J. Handler, Handler Thayer

Private Banking - Client Service
Winner: Citi Private Bank

FAMILY OFFICE/PRIVATE WEALTH MANAGER AWARDS

Manager or Investment Research Professional of the Year
Winner: Brooks Friederich, Senior Vice President and Director of Research Strategy, Envestnet | PMC

Best Private Wealth Manager - Performance
CIBC Private Wealth

Best ESG Investment Offering
UBS Global Wealth Management

Best High-Net-Worth Investment Platform
Cresset Asset Management

Best Family Office - New Innovations
PKF O'Connor Davies Family Office

Best Multi-Family Office $10bn to $20bn
Key Family Wealth

Best Multi-Family Office $20bn and Over
Winner: Pathstone

Best Multi-Family Office $2bn to $10bn
Winner: The Family Office at Synovus

Best Multi-Family Office Under $2bn
Winner: Northland Wealth Management

Best Private Wealth Manager Under $5bn - Client Service
Coastal Bridge Advisors

Best Private Wealth Manager Over $5bn - Client Service
Winner: Boston Private

Private Wealth Manager M&A deal of the Year
Mercer Advisors

Best Impact Investment Offering
Tiedemann Advisors

Best Firm Culture - Wealth Management Smaller Firms
Pitcairn

Best Firm Culture - Wealth Management Larger Firms
First Republic Bank

Best Estate Planning Advisory Service
Fiduciary Trust Company

Best Family Office - Due Diligence Processes
Winner: TAG Associates

Best Family Office Long-Term Investment Philosophy
Pitcairn

FAMILY OFFICE SERVICE PROVIDER AWARDS

Best Family Office Service Provider - New Innovations
FIS

Best Technology Platform for Family Offices
Winner: FIS

Best Asset Manager Solutions for Family Offices
Winner: GoldenTree Asset Management

Best Business Consulting Firm for Family Offices
Winner: Mack International

Best Custodian
Fiduciary Trust Company

Best Fiduciary/Trustee Service
Fiduciary Trust Company

Best Firmwide Security Solution
Drawbridge

Best Fund Administration Service
Citco Institutional Services

Best General Ledger System
Private Wealth Systems

Best High-Net-Worth Insurance Company
PURE Insurance

Best High-Net-Worth Insurance Broker
Alliant Insurance Service

Best Law Firm - Estates and Trusts
Winner: Withers Bergman

Best Lifestyle Management Firm
JDJ Family Office Services

Best Multi-Asset Class Portfolio Management System
Addepar

Best Outsourced CIO
The Family Office at Synovus

Best Partnership Accounting System
FundCount

Best Reporting Solution
Winner: Risclarity