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EXCLUSIVE: Winners Of The Family Wealth Report Awards 2017
Tom Burroughes
3 March 2017
Outstanding practitioners in the North America wealth management industry were honored by their peers at a glittering awards ceremony organized by Family Wealth Report in New York City last night. Across categories ranging from technology providers, family offices to private banks, the ceremony demonstrated how a sector facing multiple challenges has thrown forward great individuals and teams to drive progress. The awards were held at the Mandarin Oriental, Columbus Circle. WEALTH MANAGEMENT TECHNOLOGY CATEGORIES PORTFOLIO MANAGEMENT WINNER CLIENT COMMUNICATIONS WINNER CLIENT REPORTING WINNER COMPLIANCE WINNER CRM SYSTEM OUTSOURCING/BUSINESS PROCESS OUTSOURCING WINNER ACCOUNTING WINNER ON-BOARDING WINNER WEALTH MANAGENENT TECHNOLOGY CATEGORIES INNOVATIVE CLIENT SOLUTION WINNER CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION WINNER MARKETING/PR CATEGORIES BEST MARKETING OR PR CAMPAIGN WINNER INVESTMENT & ASSET MANAGEMENT CATEGORIES PRIVATE CLIENT INVESTMENT PLATFORM WINNER INNOVATIVE INVESTMENT SOLUTION OF THE YEAR WINNER ALTERNATIVE ASSET MANAGER WINNER WINNER BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS WINNER PRIVATE CLIENT CATEGORIES LAW FIRM OF THE YEAR WINNER INDEPENDENT TRUST OR FIDUCIARY COMPANY WINNER WEALTH PLANNING WINNER CONSULTANTS TO FAMILY OFFICE CATEGORIES TAX ADVICE WINNER PHILANTHROPY ADVICE WINNER FAMILY OFFICE MANAGEMENT CONSULTANCY WINNER FAMILY WEALTH CONSULTANT WINNER INSURANCE CATEGORIES BEST INSURANCE BROKERAGE PROVIDER WINNER WINNER PRIVATE BANKING CATEGORIES PRIVATE BANK – BEST CREDIT PROVIDER WINNER US PRIVATE BANK WINNER FAMILY OFFICE CATEGORIES CANADIAN MFO WINNER MULTI-FAMILY OFFICE WINNER MULTI-FAMILY OFFICE WINNER MULTI-FAMILY OFFICE WINNER MULTI-FAMILY OFFICE WINNER MULTI-FAMILY OFFICE WINNER SPECIAL WEALTH MANAGEMENT CATEGORIES FAMILY OFFICE SPECIALTY SERVICES WINNER RESPONSIBLE INVESTING/ESG/IMPACT INVESTING WINNER LEADING INDIVIDUAL WINNER LEADING INDIVIDUAL WINNER LEADING INDIVIDUAL WINNER WOMEN IN WEALTH MANAGEMENT WINNER WOMEN IN WEALTH MANAGEMENT WINNER OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP WINNER OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP WINNER LIFETIME ACHIEVEMENT James E Hughes Jr
Envestnet | Tamarac
InvestCloud
Archway Technology Partners - Winner
Private Client Resources – Highly Commended
Envestnet
InvestCloud – Highly Commended
Salesforce - Winner
Envestnet
Archway Technology Partners
AdvisorEngine
Archway Technology Partners
Risclarity
Fiduciary Trust Company
Atlantic Trust
Artivest
Forbes Family Trust
BEST OUTSOURCED CIO
Tiedemann Wealth Management
Columbia Threadneedle Investments
Day Pitney
Fiduciary Trust Company
Bessemer Trust
PKF O’Connor Davies
21/64
Oakbrook Solutions
EY US
Crystal & Company
BEST INSURANCE UNDERWRITER
PURE Insurance
Citi Private Bank
Citi Private Bank
Northland Wealth Management
Family Wealth Advisors/Bank of the West
Pitcairn
Aspiriant
Market Street Trust Company
Gresham Partners – Joint winner
WE Family Offices – Joint winner
My Accountant
Sonen Capital
Signature Family Wealth Advisors – Anne Shumadine
Family Wealth Advisors/Bank of the West – Steve Prostano
PURE Insurance – Ross Buchmueller
Fiserv – Cheryl Nash
Hawthorn, PNC Family Wealth
The Family Wealth Alliance – Robert Casey
Wise Counsel Research
James E Hughes Jr Consults