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Family Wealth Report Unveils Winners Of US, Canadian Industry Awards In New York
Eliane Chavagnon in New York
14 March 2014
The winners of the inaugural Family Wealth Report Awards were announced last night at New York’s spectacular Metropolitan Club, during a gala event which honored exceptional wealth management firms and individuals in the US and Canada. Family Wealth Report is elated at the level of interest and support shown for the awards, which follow a number of other industry awards held by the publisher of this website across the globe. The awards recognize high-quality service and achievement at both the institutional and individual level, at a time when the Canadian, US and indeed global wealth management arena is confronted by a raft of challenges and, of course, new opportunities. Sponsors of the event, which was hosted by Christopher Kennedy Lawford, were: Appway; Bessemer Trust; Citi Private Bank; Columbia Management; and Portcullis TrustNet. The winners were selected by a panel of judges from across the wealth management and family office space, and, importantly, representing an array of related businesses. The winners are as follows: Multi-family office ; Pitcairn Multi-family office CTC Consulting I Harris myCFO Multi-family office ; Bessemer Trust Multi-family office ; Vogel Consulting Multi-family office ; Rothstein Kass US private bank; BNY Mellon Wealth Management - winner Merrill Lynch Private Banking & Investment Group - highly commended Canadian private bank; RBC Wealth Management Private bank – offering for family offices; BNY Mellon Wealth Management Private client investment platform; Fortigent Fund manager; Bessemer Trust Alternative asset manager; Citi Private Bank National private wealth manager Abbot Downing Regional private wealth manager: First Republic Bank Branch launch or relaunch; Ascent Private Capital Management of US Bank Effective legal team; Withers Bergman Effective tax/accountancy team; Rothstein Kass Transaction processing solution; SunGard Global custodian; RBC Investor & Treasury Services Risk profiling solution; FinaMetrica Risk management solution; Vestmark Portfolio management; Envestnet Client communications; TrustedFamily CRM system; Advent Software Onboarding; Appway Outsourcing solution; Envestnet Insurance solution; Crystal & Company Concierge solution; Cassford Management Leading individual; John Taft - RBC Wealth Management Rising star; Jill Shipley - Strenta Family Office Services Philanthropy offering; Foundation Source Women in wealth management ; Leslie Voth - Pitcairn Women in wealth management ; US Trust Lifetime achievement; Charles Collier - winner Alfred P West Jr, SEI - highly commended Outstanding contribution to wealth management thought leadership – group A Bessemer Trust Outstanding contribution to wealth management thought leadership – group B Family Office Exchange