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Family Wealth Report Awards 2016: The Shortlist

Eliane Chavagnon, Editor - Family Wealth Report, December 21, 2015

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Judges have arrived at a shortlist of potential winners of the Family Wealth Report Awards 2016.

Family Wealth Report is excited to unveil the shortlist for its third annual industry Awards program, celebrating professional excellence in the wealth management and family office sectors across North America.

The winners will be revealed during a gala dinner attended by around 450 senior industry figures on March 10, 2016, at the stunning Mandarin Oriental in New York. Click here for more details about the awards and tickets.

Recognizing high-quality service and achievement at the individual and institutional level is as crucial as ever for the sector, as the impact of forces such as aging client and advisor demographics, as well as regulatory pressure and technology innovation, becomes increasingly clear.

Family Wealth Report looks forward to seeing you at the 2016 Awards ceremony.

Here is the shortlist:

FAMILY OFFICE CATEGORIES

Multi-family office (up to and including $3 billion AuM/AuA)

ORGANIZATIONS
Crestone Capital Advisors
Delegate Advisors
Fieldpoint Private
Market Street Trust Company
Socius Family Office

Multi-family office ($3-$5 billion AuM/AuA)

ORGANIZATIONS
Forbes Family Trust
Gresham Partners
Pitcairn
Signature Family Wealth Advisors
WE Family Offices

Multi-family office (above $5 billion AuM/AuA)

ORGANIZATIONS
Ascent Private Capital Management of US Bank
Atlantic Trust
CTC |myCFO
GenSpring Family Offices
Tiedemann Wealth Management

Multi-family office (national – up to and including $5 billion AuM/AuA)

ORGANIZATIONS
Crestone Capital Advisors
Fieldpoint Private
Forbes Family Trust
Gresham Partners
Pitcairn

Multi-family office (national – above $5 billion AuM/AuA)

ORGANIZATIONS
Wells Fargo's Abbot Downing
Bessemer Trust
CTC | myCFO
GenSpring Family Offices
Hawthorn, PNC Family Wealth

Multi-family office (regional)

ORGANIZATIONS
Athena Capital Advisors
Forbes Family Trust
JDJ Family Office Services
Vogel Consulting
Wetherby Asset Management

Multi-family office (client initiative)

ORGANIZATIONS
Wells Fargo's Abbot Downing
Atlantic Trust
Delegate Advisors
Family Wealth Advisors
Forbes Family Trust

Outstanding MFO executive

ORGANIZATIONS/INDIVIDUALS
Athena Capital Advisors – Lysette Cooper
Atlantic Trust – John Markwalter JR
Pitcairn – Rick Pitcairn
Tiedemann Wealth Management – Michael Tiedemann

Canadian MFO

ORGANIZATIONS
Northland Wealth Management
StennerZohny Investment Partners+ Richardson GMP

PRIVATE BANKING CATEGORIES

US private bank

ORGANIZATIONS
Ascent Private Capital Management of US Bank
BNY Mellon Wealth Management
Citi Private Bank
First Republic
Key Private Bank

Canadian private bank

ORGANIZATIONS
Citi Private Bank
RBC Wealth Management

Private bank – offering for family offices

ORGANIZATIONS
BNY Mellon Wealth Management
Citi Private Bank
Key Private Bank

INVESTMENT MANAGEMENT CATEGORIES

Private client investment platform

ORGANIZATIONS
Atlantic Trust
Citi Private Bank
Evercore Wealth Management
Fieldpoint Private
Forbes Family Trust

ASSET MANAGEMENT CATEGORIES

Alternative asset manager

ORGANIZATIONS
Wells Fargo's Abbot Downing
Ascent Private Capital Management of US Bank
Citi Private Bank

Fund provider

ORGANIZATIONS
Columbia Threadneedle Investments
Pioneer Investments
RMA

National private asset manager

ORGANIZATIONS
Wells Fargo's Abbot Downing
Evercore Wealth Management
First Republic Private Wealth Management

Best asset management firm serving family offices and private banks

ORGANIZATIONS
Columbia Threadneedle Investments
Northern Trust
Pioneer Investments
Rockefeller & Co
Wells Fargo Asset Management

MARKETING/PR CATEGORIES

Best marketing campaign and best PR program
(Online, print, brand launch/relaunch, PR)

ORGANIZATIONS
Archer – Best marketing campaign
RBC Wealth Management – Best PR campaign
SEI – Best PR campaign

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