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EXCLUSIVE: Winners Of The Family Wealth Report Awards For 2018
Tom Burroughes
9 March 2018
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 WINNER MULTI-FAMILY OFFICE WINNER MULTI-FAMILY OFFICE WINNER MULTI-FAMILY OFFICE WINNER MULTI-FAMILY OFFICE WINNER MULTI-FAMILY OFFICE WINNER PRIVATE BANKING CATEGORIES NORTH AMERICAN PRIVATE BANK WINNER INVESTMENT & ASSET MANAGEMENT CATEGORIES PRIVATE CLIENT INVESTMENT PLATFORM WINNER RESPONSIBLE INVESTING/ESG/IMPACT INVESTING WINNER INNOVATIVE INVESTMENT SOLUTION OF THE YEAR WINNER ALTERNATIVE ASSET MANAGER WINNER BEST OUTSOURCED CIO WINNER BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS WINNER MARKETING/PR CATEGORIES BEST MARKETING OR PR CAMPAIGN WINNER PRIVATE CLIENT - PRIVATE CLIENT CATEGORIES LEGAL TEAM OF THE YEAR WINNER FIDUCIARY OR TRUST SERVICES WINNER WEALTH PLANNING WINNER TAX ADVICE WINNER PHILANTHROPY ADVICE WINNER FAMILY OFFICE MANAGEMENT CONSULTANCY WINNER FAMILY WEALTH COUNSELLING WINNER TECHNOLOGY CATEGORIES PORTFOLIO MANAGEMENT WINNER CLIENT COMMUNICATIONS WINNER CLIENT REPORTING WINNER COMPLIANCE WINNER CRM SYSTEM WINNER OUTSOURCING/BUSINESS PROCESS OUTSOURCING WINNER ACCOUNTING WINNER ON-BOARDING WINNERS INNOVATIVE CLIENT SOLUTION WINNER INNOVATIVE CLIENT SOLUTION WINNER CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION WINNER INSURANCE CATEGORIES BEST INSURANCE BROKERAGE PROVIDER WINNER BEST INSURANCE UNDERWRITER WINNER SPECIAL WEALTH MANAGEMENT CATEGORIES CYBER SECURITY WINNER ART & PRIVATE COLLECTIONS WINNER LEADERSHIP CATEGORIES LEADING INDIVIDUAL WINNER LEADING INDIVIDUAL WINNER WOMEN IN WEALTH MANAGEMENT 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 OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP LIFETIME ACHIEVEMENT Mel Lagomasino
PagnatoKarp
Delegate Advisors
Matter Family Office
Ascent Private Capital Management of US Bank
Bessemer Trust
Pitcairn
Citi Private Bank
CIBC Atlantic Trust Private Wealth Management
OppenheimerFunds
Envestnet
Citi Private Bank
Tiedemann Wealth Management
OppenheimerFunds
Foundation Source
Handler Thayer
Fiduciary Trust Company
Hawthorn, PNC Family Wealth
CONSULTANTS TO PRIVATE CLIENT CATEGORIES
PKF O’Connor Davies
Anchin Private Client
Oakbrook Solutions
Family Wealth Advisors
Envestnet | Tamarac
Redtail Technology
RISCLARITY
BNY Mellon’s Aldbridge
SS&C SALENTICA
FIS
SEI Archway
Appway – Joint Winner
Wealth Dynamix – Joint Winner
Empire Software
RBC Wealth Management
SEI Private Wealth Management
Crystal & Company
PURE Insurance
WINNER
Schillings
SECURITY CONSULTING & RISK MANAGEMENT
RANE
Citi Private Bank
CIBC Atlantic Trust Private Wealth Management – Jack Markwalter
Envestnet – James Lumberg
CIBC Atlantic Trust Private Wealth Management – Kimberly A Dwyer – Highly Commended
Pitcairn – Leslie C Voth
Mack International – Linda Mack
Ballentine Partners
Ascent Private Capital Management of US Bank – Michael Cole
Wealth Legacy Advisors – Susan R Schoenfeld
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP
WINNER
Bessemer Trust
WINNER
Shaking The Tree
WE Family Offices