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ANNOUNCEMENT: Family Wealth Report Unveils Details Of 2015 Awards Program

Eliane Chavagnon

3 September 2014

Off the back of the highly successful Family Wealth Report Awards held in March at New York's Metropolitan Club, this publication is delighted to unveil details of the 2015 awards program.

Next year's awards ceremony will be held at the same spectacular venue on March 12, with the event promising to attract between 300 and 350 senior banking and wealth management professionals.

Category sponsors include: Ascent Private Capital Management of US Bank; Columbia Management; ProFundCom; smartKYC; and Standard & Poor's Money Market Directories. 

The winners will be revealed during a gala dinner that will honor best practice in the industry, as well as outstanding institutional and individual achievements.

Entries for nominations are open now and close on November 14, 2014. A shortlist will be announced on December 16. The wealth management industry faces many challenges - and indeed opportunities - so it has never been more important to recognize high-quality service and achievement.

As ever, the judging process will involve expert panels drawn from private banks and trusted advisors, with support from relevant third-party organizations.

The awards are focused around three main categories: experts ; products; and services for wealth managers, clients and institutions of all sizes and types.

The sub-categories are as follows:

Family office categories:

- Multi-family office
- Multi-family office
- Multi-family office
- Multi-family office
- Multi-family office
- Multi-family office

Private banking categories:

- US private bank
- Canadian private bank
- Regional US private bank
- Private bank – wealth structuring offering
- Private bank – offering for family offices

Investment management categories:

- Canadian wealth manager/wealth management offering
- Private client investment platform
- ETF provider

Asset management categories:

- Alternative asset manager
- National private asset manager
- Regional private asset manager
- Best asset management firm serving family offices and private banks
- Hard assets/collectables provider

Marketing/PR categories:

- Online campaign
- Print campaign
- Brand launch/relaunch
- Best PR program



Private client categories:

- Legal team
- Institutional trust or fiduciary company
- Independent trust or fiduciary company



Consultants to family offices categories:

- Investment advice
- Tax advice
- Management consultancy

Wealth management technology categories :

- Front-office solution
- Transaction processing solution
- Portfolio management
- Client communications and reporting
- Outsourcing technology



Wealth management technology categories :

- Change management process
- Best implementation of a technology solution
- Risk profiling solution
- Risk management
- CRM system
- On-boarding
- Innovative client solution



Other wealth management categories:

- Wealth management service provider
- Global custodian
- Leading individual
- Leading individual
- Rising star
- Philanthropy offering
- Compliance
- Women in wealth management
- Women in wealth management
- Outstanding contribution to wealth management thought leadership
- Lifetime achievement

Both entrants who are shortlisted and the winners will be announced on Family Wealth Report, as well as its sister websites WealthBriefingAsia and WealthBriefing.