Awards

ANNOUNCEMENT: Family Wealth Report Unveils Details Of 2015 Awards Program

Eliane Chavagnon Editor - Family Wealth Report September 3, 2014

ANNOUNCEMENT: Family Wealth Report Unveils Details Of 2015 Awards Program

Off the back of the highly successful Family Wealth Report Awards held this March at New York's Metropolitan Club, this publication is delighted to unveil details of the 2015 awards program.

(This item is repeated from yesterday as we are sure readers who might not have seen this item will want to do so.)

Off the back of the highly successful Family Wealth Report Awards held in March at New York's Metropolitan Club, this publication is delighted to unveil details of the 2015 awards program.

Next year's awards ceremony will be held at the same spectacular venue on March 12, with the event promising to attract between 300 and 350 senior banking and wealth management professionals.

Category sponsors include: Ascent Private Capital Management of US Bank; Columbia Management; ProFundCom; smartKYC; and Standard & Poor's Money Market Directories. 

The winners will be revealed during a gala dinner that will honor best practice in the industry, as well as outstanding institutional and individual achievements.

Entries for nominations are open now and close on November 14, 2014. A shortlist will be announced on December 16. The wealth management industry faces many challenges - and indeed opportunities - so it has never been more important to recognize high-quality service and achievement.

As ever, the judging process will involve expert panels drawn from private banks and trusted advisors, with support from relevant third-party organizations.

The awards are focused around three main categories: experts (individuals and teams); products; and services for wealth managers, clients and institutions of all sizes and types.

The sub-categories are as follows:

Family office categories:

- Multi-family office (up to and including $5 billion AuM/AuA)
- Multi-family office (above $5 billion AuM/AuA)
- Multi-family office (national)
- Multi-family office (regional)
- Multi-family office (new entrant)
- Multi-family office (client initiative)

Private banking categories:

- US private bank
- Canadian private bank
- Regional US private bank
- Private bank – wealth structuring offering
- Private bank – offering for family offices

Investment management categories:

- Canadian wealth manager/wealth management offering
- Private client investment platform
- ETF provider

Asset management categories:

- Alternative asset manager
- National private asset manager
- Regional private asset manager
- Best asset management firm serving family offices and private banks
- Hard assets/collectables provider

Marketing/PR categories:

- Online campaign
- Print campaign
- Brand launch/relaunch
- Best PR program

Private client categories:

- Legal team
- Institutional trust or fiduciary company
- Independent trust or fiduciary company

Consultants to family offices categories:

- Investment advice
- Tax advice
- Management consultancy

Wealth management technology categories (open to technology vendors only):

- Front-office solution
- Transaction processing solution
- Portfolio management
- Client communications and reporting
- Outsourcing technology

Wealth management technology categories (open to any organization):

- Change management process
- Best implementation of a technology solution
- Risk profiling solution
- Risk management
- CRM system
- On-boarding
- Innovative client solution

Other wealth management categories:

- Wealth management service provider
- Global custodian
- Leading individual (banker)
- Leading individual (advisor)
- Rising star
- Philanthropy offering
- Compliance
- Women in wealth management (individual contribution)
- Women in wealth management (company contribution)
- Outstanding contribution to wealth management thought leadership (individual)
- Lifetime achievement

Both entrants who are shortlisted and the winners will be announced on Family Wealth Report, as well as its sister websites WealthBriefingAsia and WealthBriefing.
 

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