The Private Asset Management Awards 2021 | Pageant Media Ltd | 23 October 2020 | Online

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.

Winning a PAM Award is a true seal of approval from the private wealth community to one of its own.

Categories:
OVERALL AWARDS
• Best philanthropic/educational initiative
• Women in Wealth Advocate of the Year firm
• Women in Wealth Advocate of the Year
• ESG Advocate of the Year
• Lifetime achievement award

FAMILY OFFICE/PRIVATE WEALTH MANAGER AWARDS
• Manager or investment research professional of the year **NEW FOR 2021**
• Best multi-family office over $10bn
• Best multi-family office $2bn to $10bn
• Best multi-family office under $2bn
• Best private wealth manager under $5bn - client service
• Best private wealth manager over $5bn - client service
• Best private wealth manager under $5bn - performance
• Best private wealth manager over $5bn - performance
• Best ESG investment offering
• Best impact investment offering **New for 2021**
• Best firm culture - wealth management smaller firms
• Best firm culture - wealth management larger firms
• Best estate planning advisory service
• Best family office - due diligence processes
• Best family office long-term investment philosophy
• Best family office succession/continuity plan
• Best High-Net-Worth investment platform
• Private wealth management M&A deal of the year
• Best family office - new innovations

FAMILY OFFICE SERVICE AWARDS
• Best family office service provider - new innovations **New for 2021**
• Best technology platform for family offices
• Best asset manager solution for family offices
• Best business consulting firm for family offices
• Best custodian
• Best fiduciary/trustee service
• Best firmwide security solution
• Best fund administration service
• Best general ledger system
• Best high-net-worth insurance broker
• Best high-net-worth insurance company
• Best law firm - estates and trusts
• Best lifestyle management firm
• Best multi asset class portfolio management system
• Best outsourced CIO
• Best partnership accounting system
• Best reporting solution

PRIVATE BANKING AWARDS
• Private banking - client service
• Private banking - consulting/specialized solutions
• Private banking - innovation

2020 Winners

Lifetime achievement award:
• Bill Crager, Envestnet

Best compliance consulting firm:
• Foreside

Best custodian :
• Fidelity Family Office Services

Best document/content management service or tool:
• Summitas

Best estate planning advisory service:
• Tiedemann Advisors

Best family office - due diligence processes:
• Forbes Family Trust

Best family office long-term investment philosophy:
• Algonquin Advisors

Best family office new innovation:
• Proteus

Best succession/continuity plan:
• JDJ Family Office Services

Best fiduciary/trustee service:
• Fiduciary Trust Company

Best firm culture - wealth management larger firms:
• First Republic Private Wealth Management

Best firm culture - wealth management smaller firms:
• Your Wealth Effect

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

Women in wealth advocate of the year firm:
• Citi Private Bank

Best firmwide security solution:
• eSentire

Best fund administration service:
• Private Wealth Systems

Best general ledger system :
• TAG Bill Pay

Best high-net-worth insurance broker:
• Baldwin Krystyn Sherman Partners

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

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

Best law firm - estates and trusts:
• Day Pitney

Best lifestyle management firm:
• Black Bag

Best multi asset class portfolio management system:
• Solovis

Best multi-family office over $10bn:
• PKF O'Connor Davies Family Office

Best multi-family office over $2bn:
• Coastal Bridge Advisors

Best multi-family office under $2bn:
• Market Street Trust Company

Best outsourced CIO:
• Key Family Wealth

Best partnership accounting system :
• FundCount

Best philanthropic/educational initiative:
• Argent Financial Group

Best private wealth manager under $5bn - client service:
• Fieldpoint Private

Best private wealth manager over $5bn - client service:
• Mercer Advisors

Best private wealth manager under $5bn - performance:
• Rose Capital Advisors

Best private wealth manager over $5bn - performance:
• CIBC Private Wealth Management

Best reporting solution:
• Mirador

Best technology platform for family offices:
• CAIS

Best ESG investment offering :
• Dynasty Financial Partners

ESG advocate of the year:
• The S Factor Co.

Private banking - client service :
• Key Private Bank

Private banking - consulting/specialized solutions:
• UBS Global Family Office

Private banking - innovation:
• Citi Private Bank

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

Best asset manager solution for family offices :
• Capital Dynamics

Best business consulting firm for family offices:
• Berdon