After an extensive judging process, the panel of experts has arrived at a shortlist on categories ranging from family offices to financial technology. The winners will be announced on March 12. Separately, there will be a number of “editor’s awards” to be revealed on the same date.

The awards ceremony is a great opportunity for people to network, make new friends and re-connect with old ones. Taking a slick and businesslike approach, the organizers of the program also hope this evening will give guests as much time as possible to enjoy themselves and fit the event in with their busy schedules.

This publication is once again deeply grateful to the panel of judges for offering their time and expertise in helping sift through the entries. The judging process is designed to be as rigorous as possible and avoid conflicts of interest. Readers can see who the judges are here. For more information about the venue, the sponsors and other information about the awards, click here.

We hope everyone who attends has a great evening.

FAMILY OFFICE CATEGORIES 

Multi-family office

ORGANIZATIONS
Athena Capital Advisors
Geller Family Office Services
Lowenhaupt Global Advisors
Market Street Trust Company
Pitcairn
Vogel Consulting
WE Family Office

Multi-family office

ORGANIZATIONS
Ascent Private Capital Management of U.S. Bank
BNY Mellon Wealth Management
CTC | my CFO
GenSpring Family Offices
Rockefeller & Co

Multi-family office

ORGANIZATIONS
Ascent Private Capital Management of U.S. Bank
Aspiriant
Atlantic Trust
Bessemer Trust
Convergent Wealth Advisors
CTC | my CFO
GenSpring Family Offices

Multi-family office

ORGANIZATIONS
Athena Capital Advisors
Century Wealth Management
Clarfeld Financial Advisors
Forbes Family Trust
Vogel Consulting

Multi-family office

ORGANIZATIONS
AM Global Family Investment Office
Delegate Advisors
FFO
JDJ Family Office Services
Manchester Capital Management
Multi-family office

ORGANIZATIONS
Ascent Private Capital Management of U.S. Bank
Atlantic Trust
Forbes Family Trust
Hawthorn, PNC Family Wealth
Pitcairn

PRIVATE BANKING CATEGORIES

US private bank

ORGANIZATIONS
BNY Mellon Wealth Management
Brown Brothers Harriman
Citi Private Bank
First Republic Bank
U.S. Trust

Canadian private bank

ORGANIZATIONS
Citi Private Bank
RBC Wealth Management

Private bank – wealth structuring offering

ORGANIZATIONS
Brown Brothers Harriman
Hawthorn, PNC Family Wealth
RBC Wealth Management

Private bank - offering for family offices

ORGANIZATIONS
Ascent Private Capital Management of U.S. Bank
BNY Mellon Wealth Management
Citi Private Bank
Hawthorn, PNC Family Wealth
Northern Trust – Global Family & Private Investment Office

INVESTMENT MANAGEMENT CATEGORIES

Canadian wealth manager/wealth management offering

ORGANIZATIONS
BNY Mellon Wealth Management, Advisory Services
Northland Wealth Management

Private client investment platform

ORGANIZATIONS
Ascent Private Capital Management of U.S. Bank
Atlantic Trust
Brown Brothers Harriman
Citi Private Bank
RBC Global Asset Management

ASSET MANAGEMENT CATEGORIES

Alternative asset manager

ORGANIZATIONS
Abbot Downing
Atlantic Trust
Bessemer Trust
Blackstone
Citi Private Bank

National private asset manager

ORGANIZATIONS
Abbot Downing
Atlantic Trust
Bessemer Trust
BNY Mellon Wealth Management
Brown Brothers Harriman

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

ORGANIZATIONS
BNY Mellon Wealth Management
Columbia Management
Hawthorn, PNC Famly Wealth
Northern Trust – Global Family & Private Investment Office
Wells Fargo Asset Management

MARKETING/PR CATEGORIES

Brand launch/relaunch

ORGANIZATIONS
Aspiriant
Evercore Wealth Management
FF0
Hawthorn, PNC Family Wealth
Where Americans Are Welcome
Withers Consulting Group

Best PR program

ORGANIZATIONS
Fiduciary Trust Company International
RBC Wealth Management/Capgemini
SEI

PRIVATE CLIENT CATEGORIES

Legal team

ORGANIZATIONS
Cantor & Webb
Handler Thayer

Independent trust or fiduciary company

ORGANIZATIONS
Fiduciary Trust Company International
Perspecta Trust

CONSULTANTS TO FAMILY OFFICE CATEGORIES

Investment advice

ORGANIZATIONS
Altair Advisers
CTC | my CFO
Fiduciary Trust Company International
Forbes Family Trust
Northern Trust – Global Family & Private Investment Office

Tax advice

ORGANIZATIONS
Cantor & Webb
CTC | my CFO
FFO
O’Connor Davies

Management consultancy

ORGANIZATIONS
Family Office Metrics
Oakbrook Solutions
Withers Consulting Group

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

Front office solution

ORGANIZATIONS
Advent Software
NexJ Systems
SunGard
WealthCloud
WealthTouch

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

Portfolio management

ORGANIZATIONS
Advent Software
Charles River Development
Envestnet l Tamarac
InvestEdge
SunGard

Client communications and reporting

ORGANIZATIONS
Advent Software
Envestnet l Tamarac
InvestCloud
InvestEdge
WealthTouch

Outsourcing solution

ORGANIZATIONS
Envestnet
Private Client Resources
Rockit Solutions
SunGard
Vestmark

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

Best implementation of a technology solution

ORGANIZATIONS
InvestEdge
O’Connor Davies

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

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

Concierge solution

ORGANIZATIONS
Cassford Management
Lifestylist Advisory
Majestery LLC

Responsible investing

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

Leading individual

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

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

ORGANIZATIONS
Aspiriant
Atlantic Trust
Market Street Trust Company
RBC Wealth Management
U.S. Trust

Outstanding contribution to wealth management thought leadership

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

ORGANIZATIONS
Accenture
Bessemer Trust
Pitcairn
RBC Wealth Management
Scorpio Partnership