Venue
Mandarin Oriental
Mandarin Oriental, 80 Columbus Cir, New York, NY 10023, US

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Organizer ClearView Financial Media Ltd.
Submission deadline 15 Oct 2021 5:00pm EDT (8 months ago)
Date Awarded 4 May 2022 5:00pm EDT (about 2 months ago)
Region Americas
Details

Now in the ninth year, we would like to offer a warm welcome to the Annual Family Wealth Report Awards 2022.

The Family Wealth Report Awards categories are focused around three main areas:

• Experts (individuals and teams)
• Products
• Services for wealth managers and clients/institutions of all sizes and types

Award Categories
Family Office Categories
1. Multi-family Office (New Entrant)
2. Multi-family Office (Up To And Including $2.5 Billion AUM/AUA)
3. Multi-family Office ($2.5 Billion To $5 Billion AUM/AUA)
4. Multi-family Office ($5 Billion To $15 Billion AUM/AUA)
5. Multi-family Office ($15 Billion AUM/AUA And Above)
6. Multi-family Office (Client Initiative)
7. Outstanding CEO
8. Outstanding CIO (Chief Investment Officer)
9. Outstanding CTO/COO
10. Rising Star Under 30
11. Rising Star Under 40

Banking Categories
1. International Private Bank
2. National Private Bank
3. Regional Private Bank
4. Foreign Headquartered Private Bank
5. Credit Solution
6. Family Office Solution

Investment & Asset Management Categories
1. Private Client Investment Platform
2. Alternative Asset Manager
3. Outsourced CIO'
4. Asset Management Firm Serving Family Offices And Private Banks

Responsible Investing Categories
1. Impact Investing (Product)
2. ESG Investing (Product)
3. Impact Investing (Advisory)
4. ESG Investing (Advisory)

Consultants To Private Clients Categories
1. Philanthropy Advice
2. Family Office Management Consultancy
3. Family Wealth Counselling
4. Solutions For “international Americans”

Private Client (Legal & Fiduciary) Categories
1. Tax Advisor
2. Accountancy Advisor
3. Legal Team Of The Year
4. Fiduciary Or Trust Services
5. Wealth Planning

Technology Categories (Vendors)
1. Portfolio Management
2. Financial Risk Management
3. Consolidated Reporting
4. Accounting
5. Bill Pay
6. Client Communications (Excl. Reporting)
7. Outsourcing/business Process Outsourcing
8. CRM System
9. Onboarding
10. Compliance
11. Product Innovation (B2B)
12. Fintech Start-up

Technology Categories (In-house & Advisors)
1. Client Driven Innovation (B2C)
2. Implementation Of A Technology Solution
3. Customer Facing Digital Platform

Insurance Categories
1. Insurance Brokerage Provider
2. Insurance Underwriter

Specialist Wealth Management Categories
1. Cyber Security
2. Security Consulting & Risk Management
3. Healthcare Services
4. Concierge/specialist Service Firm
5. Property & Household
6. Private Travel
7. Art & Private Collections
8. Marketing Or PR Campaign

Leadership Categories
1. Leading Individual (MFO)
2. Leading Individual (Service Product Provider)
3. Diversity In Wealth Management (Company)
4. Outstanding Contribution To Wealth Management Thought Leadership (Individual)
5. Outstanding Contribution To Wealth Management Thought Leadership (Company)

Women In Wealth Management Categories
1. Women In Wealth Family Office (Individual)
2. Women In Wealth Banking (Individual)
3. Women In Wealth Technology (Individual)
4. Women In Wealth Advisory (Individual)
5. Women In Wealth Investment (Individual)
6. Women In Wealth Management (Company Contribution)