Awards

EXCLUSIVE: Judges Arrive At Shortlist For Family Wealth Report Awards 2015

Tom Burroughes, Group Editor, December 22, 2014

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WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organization)

Best implementation of a technology solution

ORGANIZATIONS
InvestEdge
O’Connor Davies

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organization)

Risk management

ORGANIZATIONS
Forbes Family Trust
Milltrust International
RiXtrema

CRM system

ORGANIZATIONS
Advent Software
Backstop Solutions Group
Netage Soutions
NexJ Systems
WealthCloud

Onboarding

ORGANIZATIONS
Appway
NexJ Systems
O’Connor Davies
WealthCloud

Innovative client solution

ORGANIZATIONS
AIG
Capgemini  
Geller Family Office Services
Hawthorn, PNC Family Wealth
Milltrust International Group

OTHER WEALTH MANAGEMENT CATEGORIES

Insurance solution

ORGANIZATIONS
AIG
Chubb Group of Insurance Companies
Crystal & Company
Privilege Underwriters Reciprocal Exchange (PURE)

Concierge solution

ORGANIZATIONS
Cassford Management
Lifestylist Advisory
Majestery LLC

Responsible investing

ORGANIZATIONS
Rockefeller & Co
TIAA-CREF Asset Management
Veris Wealth Partners

Leading individual (advisor)

ORGANIZATIONS
GenSpring Family Offices – Chris Trokey
SEI – Duane Oakes

Philanthropy offering

ORGANIZATIONS
Atlantic Trust
Hawthorn, PNC Family Wealth
Market Street Trust Co
National Philanthropic Trust
U.S. Trust

Women in wealth management (Individual contribution)

ORGANIZATIONS
Bessemer Trust – Rebecca Patterson
Fiduciary Trust Company International – Gail Cohen
GenSpring Family Offices – Daisy Medici
Rockefeller & Co – Loraine Tsavaris
Vogel Consulting – Rhona Vogel

Woman in wealth management (company contribution)

ORGANIZATIONS
Aspiriant
Atlantic Trust
Market Street Trust Company
RBC Wealth Management
U.S. Trust
Outstanding contribution to wealth management thought leadership (Individual)

ORGANIZATIONS
Ascent Private Capital Management of U.S. Bank – Michael Cole
Lowenhaupt Global Advisors – Charles Lowenhaupt
Tamarind Partners – Kirby Rosplock
VERITAGE – Francesco Lombardo
Wise Counsel Research – Dr Keith Whitaker

Outstanding contribution to wealth management thought leadership (company)

ORGANIZATIONS
Accenture
Bessemer Trust
Pitcairn
RBC Wealth Management
Scorpio Partnership

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