" "
  • wblogo
  • wblogo
  • wblogo

EXCLUSIVE: Winners Of The Family Wealth Report Awards For 2018

Tom Burroughes, Group Editor, New York City, March 9, 2018

articleimage

Here are the winners of last night's industry awards.

Practitioners in North America's wealth management industry joined their peers at the sumptuous surroundings of New York's Mandarin Oriental hotel, near Columbus Circle, for this year's annual Family Wealth Report awards. Oustanding figures and firms in the sector were honored, with winners across a range of categories. Full details of the awards can be seen here.

The team at Family Wealth Report reiterate their congratulations to winners and to those who made the shortlist.
              

NORTH AMERICAN FAMILY OFFICE CATEGORIES

MULTI-FAMILY OFFICE (NEW ENTRANT)

WINNER
PagnatoKarp

MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA)

WINNER
Delegate Advisors

MULTI-FAMILY OFFICE ($2.5 billion to $5 billion AuM/AuA)

WINNER
Matter Family Office

MULTI-FAMILY OFFICE ($5 billion to $15 billion AuM/AuA)

WINNER
Ascent Private Capital Management of US Bank

MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)

WINNER
Bessemer Trust

MULTI-FAMILY OFFICE (client initiative)

WINNER
Pitcairn

PRIVATE BANKING CATEGORIES

NORTH AMERICAN PRIVATE BANK

WINNER
Citi Private Bank

INVESTMENT & ASSET MANAGEMENT CATEGORIES  

PRIVATE CLIENT INVESTMENT PLATFORM

WINNER
CIBC Atlantic Trust Private Wealth Management

RESPONSIBLE INVESTING/ESG/IMPACT INVESTING

WINNER
OppenheimerFunds

INNOVATIVE INVESTMENT SOLUTION OF THE YEAR

WINNER
Envestnet

ALTERNATIVE ASSET MANAGER

WINNER
Citi Private Bank

BEST OUTSOURCED CIO

WINNER
Tiedemann Wealth Management

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

WINNER
OppenheimerFunds

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN
(Online, print, brand launch/relaunch)

WINNER
Foundation Source

PRIVATE CLIENT - PRIVATE CLIENT (LEGAL & FIDUCIARY) CATEGORIES   

LEGAL TEAM OF THE YEAR

WINNER
Handler Thayer

FIDUCIARY OR TRUST SERVICES

WINNER
Fiduciary Trust Company

WEALTH PLANNING

WINNER
Hawthorn, PNC Family Wealth


CONSULTANTS TO PRIVATE CLIENT CATEGORIES

TAX ADVICE

WINNER
PKF O’Connor Davies

PHILANTHROPY ADVICE

WINNER
Anchin Private Client

FAMILY OFFICE MANAGEMENT CONSULTANCY

WINNER
Oakbrook Solutions

FAMILY WEALTH COUNSELLING

WINNER
Family Wealth Advisors

TECHNOLOGY CATEGORIES

PORTFOLIO MANAGEMENT

WINNER
Envestnet | Tamarac

CLIENT COMMUNICATIONS

WINNER
Redtail Technology

CLIENT REPORTING

WINNER
RISCLARITY

COMPLIANCE

WINNER
BNY Mellon’s Aldbridge

CRM SYSTEM

WINNER
SS&C SALENTICA

OUTSOURCING/BUSINESS PROCESS OUTSOURCING

WINNER
FIS

ACCOUNTING

WINNER
SEI Archway

ON-BOARDING

WINNERS
Appway – Joint Winner
Wealth Dynamix – Joint Winner

INNOVATIVE CLIENT SOLUTION (TECHNOLOGY ORGANIZATIONS)

WINNER
Empire Software

INNOVATIVE CLIENT SOLUTION (OTHER ORGANIZATIONS)

WINNER
RBC Wealth Management

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

WINNER
SEI Private Wealth Management

INSURANCE CATEGORIES

BEST INSURANCE BROKERAGE PROVIDER

WINNER
Crystal & Company

BEST INSURANCE UNDERWRITER

WINNER
PURE Insurance

SPECIAL WEALTH MANAGEMENT CATEGORIES

CYBER SECURITY
WINNER
Schillings


SECURITY CONSULTING & RISK MANAGEMENT

WINNER
RANE

ART & PRIVATE COLLECTIONS

WINNER
Citi Private Bank

LEADERSHIP CATEGORIES  

LEADING INDIVIDUAL (MFO)

WINNER
CIBC Atlantic Trust Private Wealth Management – Jack Markwalter

LEADING INDIVIDUAL (Service product provider)

WINNER
Envestnet – James Lumberg

WOMEN IN WEALTH MANAGEMENT (Individual – Wealth Management Organizations)

WINNER
CIBC Atlantic Trust Private Wealth Management – Kimberly A Dwyer – Highly Commended
Pitcairn – Leslie C Voth

WOMEN IN WEALTH MANAGEMENT (Individual – Other organizations)

WINNER
Mack International – Linda Mack

WOMEN IN WEALTH MANAGEMENT (Company contribution)

WINNER
Ballentine Partners

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Individual – Wealth Management Organizations)

WINNER
Ascent Private Capital Management of US Bank – Michael Cole

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Individual – Other Organizations)

WINNER
Wealth Legacy Advisors – Susan R Schoenfeld


OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Company – Wealth Management Organizations)
 
WINNER
Bessemer Trust

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Company – Other Organizations)
 
WINNER
Shaking The Tree

LIFETIME ACHIEVEMENT

Mel Lagomasino
WE Family Offices

Latest Comment and Analysis

Latest News