Private Asset Management Awards 2024 | With Intelligence | 27 October 2023 | TBA

The Private Asset Management Awards recognize and honor outstanding achievements in the US private asset management industry.

Now in its twentieth year, the Awards carry a legacy of rewarding exceptional performance in the private wealth community, bringing together esteemed industry peers and leading innovators for an evening of celebration.

Categories

Overall Category
• Best philanthropic/educational initiative
• Women in wealth advocate of the year - firm
• ESG advocate of the year
• Women in wealth advocate of the year - Individual
• Lifetime achievement award

Family Office/ Wealth Manager Service Provider Awards
• Best trading platform
• Best law firm - estates and trusts
• Best lifestyle management firm
• Best technology platform for family offices
• Private banking - client service
• Best reporting solution
• Best fund administration service
• Best high-net-worth insurance company
• Best family office service provider - new innovations
• Best alts solution for private wealth firms
• Private banking - consulting/specialized solutions
• Best high-net-worth insurance broker
• Best outsourced CIO
• Best firmwide security solution
• Best general ledger system
• Best multi-asset class portfolio management system
• Best asset manager solution for family offices
• Private banking - innovation
• Best business consulting firm for family offices
• Best custodian
• Best partnership accounting system
• Best fiduciary/trustee service

Family Office/Private Wealth Manager Awards
• Best estate planning advisory service
• Best firm culture - larger wealth management larger firms
• Best family office succession/continuity plan
• Best family office - long-term investment philosophy
• Best firm culture - small and medium firms
• Best family office - new innovations
• Best high-net-worth investment platform
• Best family office - due diligence processes
• Best multi-family office over $25bn
• Best private wealth manager - performance
• Best multi-family office under $10bn
• Best private wealth manager over $5bn - client service
• Best private wealth manager under $5bn - client service
• Best multi-family office 10bn to $25bn
• Private wealth management M&A deal of the year
• Best new family office
• Manager or investment research professional of the year
• DE&I initiative of the year
• DE&I advocate of the year
• Manager or investment research rising star
• Best ESG investment offering

2023 Winner

Best alts solution for private wealth firms
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Best asset manager solution for family offices
• Star Mountain Capital

Best business consulting firm for family offices
• F2 Strategy

Best custodian
• Fiduciary Trust Company

Best estate planning advisory service
• The Family Office at Synovus

Best family office - due diligence processes
• The Family Office at Synovus

Best family office - long-term investment philosophy
• Pennington Partners

Best family office and private banking innovations
• SVB Private

Private Best family office service provider - new innovation
• Dentons

Best fiduciary/trustee service
• Fiduciary Trust Company

Best firm culture - larger firms
• Cerity Partners

Best firm culture - small and medium firms
• Huntington Private Bank

Best firmwide security solution
• Summitas

Best fund administration service
• NAV Fund Administration Group

Best general ledger system
• Ledgex

Best high-net-worth insurance broker
• Alliant Private Client

Best high-net-worth insurance company
• PURE Insurance Company

Best high-net-worth investment platform
• CIBC Private Wealth

Best law firm - estates and trusts
• Withersworldwide

Best lifestyle management firm
• Emergency Black Bag

Best multi-asset class portfolio management system
• FIS

Best multi-family office $10bn to $25bn
• Key Family Wealth

Best multi-family office over $25bn
• JDJ Family Office Services

Best multi-family office under $10bn
• TAG Associates

Best outsourced CIO
• Pennington Partners

Best partnership accounting system
• Plumb

Best philanthropic/education initiative
• Bank of America

Best private wealth manager-performance
• Anacapa Advisors

Best private wealth manager over $5bn -client service
• Aspiriant

Best private wealth manager under $5bn-client service
• Keystone Global Partners

Best reporting solution
• Private Wealth Systems

Best technology platform for family offices
• Risclarity

Best thematic ESG offering
• Alvarium Tiedemann | AlTi

DE&I initiative of the year
• BNY Mellon Pershing

ESG advocate of the year
• Capital Dynamics

Lifetime Achievement Award
• Jon Carroll

Manager or investment research professional of the year
• Ted Katramados, Director, TAG Associates

Private banking - client service
• PNC Private Bank

Private wealth management M&A deal of the year
• Cresset Asset Management

Women in wealth advocate of the year - firm
• Cambridge Associates

Women in wealth advocate of the year - individual
• Linda Mack, Mack International