With Intelligence Private Asset Management Awards 2022 | With Intelligence | Online

The 2022 Awards Ceremony will offer a unique experience for shortlisters, guests, and sponsors to come together to honour and reward top investment professionals, wealth advisors, legal firms, consultants, and other key service providers who have outperformed the competition over the past 12 months.

Categories

Overall Awards
• Best Philanthropic/Educational Initiative
• Women in Wealth Advocate of the Year (firm)
• ESG Advocate of the Year
• Lifetime Achievement Award
• Women in Wealth Advocate of the Year (individual)
• Best Private Bank - Client Service

Family Office/Private Wealth Manager Awards
• DE&I Initiative of the Year (family office/wealth manager) *New for 2022*
• Best High-Net-Worth Investment Platform
• Best Firm Culture - Smaller Wealth Management Firms
• Manager of Investment Research Professional of the Year
• Best Firm Culture - Larger Management Firms
• Best Private Wealth Manager - Performance
• Best Multi-Family Office under $10bn
• Best Multi-Family Office $10bn to $20bn
• Best Multi-Family Office $20bn and over
• Best Estate Planning Advisory Service
• Best ESG Investment Offering
• Best Family Office - Due Diligence Processes
• Best Impact Investment Offering
• Best Private Wealth Manager under $5bn - Client Service
• Best Private Wealth Manager over $5bn - Client Service
• Best Family Office Investment Philosophy
• Private Wealth Manager M&A Deal of the Year

Family Office/ Wealth Manager Service Provider Awards
• DE&I Initiative of the Year - Service Provider *NEW FOR 2022*
• Best Custodian
• Best High-Net-Worth Insurance Company
• Best Family Office Service Provider - New Innovations
• Best Fiduciary/Trustee Service
• Best High-Net-Worth Insurance Broker
• Best Technologies Platform for Family Offices
• Best Firmwide Security Solutions
• Best Law Firm - Estates and Trusts
• Best Asset Manager Solution for Family Offices
• Best Fund Administration Service
• Best Multi-Asset Class Portfolio Management System
• Best Business Consulting Firm for Family Offices
• Best General Ledger System
• Best Outsourced CIO
• Best Partnership Accounting System
• Best Outsourced CIO

2021 Winners

Overall Awards & Private Banking Awards

Best Philanthropic/Educational Initiative
• The Family Office at Synovus

Woman in Wealth Advocate of the Year (firm)
• 6 Meridian

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

ESG Advocate of the Year
• Capital Dynamics

Lifetime Achievement Award
• Thomas J. Handler, Handler Thayer.

Private Banking - Client Service
• Citi Private Bank

Family Office/Private Wealth Manager Awards

Manager or Investment Research Professional of the Year
• 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
• Pathstone

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

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

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

Best Private Wealth Manager Over $5bn - Client Service
• 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
• TAG Associates

Best Family Office Long-Term Investment Philosophy
• Pitcairn

Family Office Service Providers Awards

Best Family Office Service Provider - New Innovations
• FIS

Best Technology Platform for Family Offices
• FIS

Best Asset Manager Solutions for Family Offices
• GoldenTree Asset Management

Best Business Consulting Firm for Family Offices
• 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
• 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
• Risclarity