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    #PAMAwards





    FAMILY OFFICE SERVICE PROVIDER AWARDS

    Best Family Office Service Provider - New Innovations

     Aston Pearl

    Berdon

    BNY Mellon | Pershing (Digital Authorizations)

    BNY Mellon | Pershing (Site Builder Solutions)

    Canoe Intelligence

    Facteus

    FIS

    PKF O'Connor Davies Family Office

    Stone Mountain Capital


    Best Technology Platform for Family Offices

     280 CapMarkets

    Canoe Intelligence

    Citi Private Bank

     DealCloud

    Envestnet

    FIS

    Foreside

    Profile Software

    Risclarity


    Best Asset Manager Solutions for Family Offices

     Alpha Growth Capital, subsidiary of MNT-V GmbH

    Capital Counsel

    Capital Dynamics

     GoldenTree Asset Management

    Owl Rock Capital Partners

    ProAlpha Capital

    Turning Rock Partners


    Best Business Consulting Firm for Family Offices

    ECG Resources

    F2 Strategy

    Mack International

    PKF O'Connor Davies Family Office

    Turnkey Trading Partners

    ProAlpha Capital

    Turning Rock Partners

    Best Custodian

     BNY Mellon | Pershing

    Fidelity Family Office Services

    Fiduciary Trust Company

    Northern Trust

    RBC Wealth Management

    Schwab Advisor Services

    State Street


    Best Fiduciary/Trustee Service 

    Ascent Private Capital Management of U.S. Bank

    Fiduciary Trust Company

    Key Private Bank

    The Family Office at Synovus


    Best Firmwide Security Solution

    Blackcloak

    Drawbridge

    Eze Castle Integration

    Hillard Heintz

    Summitas


    Best Fund Administration Service

    Citco Institutional Services

    PKF O'Connor Davies Fund Administration

    SS&C Technologies

    Sudrania Fund Services


    Best General Ledger System

    Burgher Haggard

    FundCount

    Private Wealth Systems

    SEI Family Office Services

    Sudrania Fund Services


    Best High-Net-Worth Insurance Company

    AIG

    AXA XL

    Chubb

    PURE Insurance

    Travelers


    Best High-Net-Worth Insurance Broker

    Alliant Insurance Service

    BKS Partners

    Bullen Insurance Group

    HUB International

    Best Law Firm - Estates and Trusts

    Day Pitney

    Handler Thayer

    Ropes & Gray Private Client

    Withers Bergman


    Best Lifestyle Management Firm

    Abernathy Group Family Office

    Black Bag

    JDJ Family Office Services

    Pall Mall Art Advisors

    Smith & Howard

    Teresa Leigh Household Risk Management


    Best Multi-Asset Class Portfolio Management System

    Addepar

    Asset Vantage 

    Charles Schwab Investment Management

    FundCount

    MyVest

    Private Wealth Systems

    Solovis

    SS&C Advent


    Best Outsourced CIO

    Cambridge Associates

    Keystone Global Partners

    Russell Investments

    The Family Office at Synovus

    TIFF


    Best Partnership Accounting System

    Asset Vantage

    FundCount

    PKF O'Connor Davies Family Office

    Private Wealth Systems

    Sudrania Fund Services


    Best Reporting Solution

    Ascent Private Capital Management of U.S. Bank

    Asset Vantage 

    BMO Family Office

    BNY Mellon | Albridge

    Brown Advisory

    Burgher Haggard

    Mirador

    Private Wealth Systems

    Risclarity

    FAMILY OFFICE/PRIVATE WEALTH MANAGER AWARDS

    Manager or Investment Research Professional of the Year

     Anna Snider, Managing Director, Merrill Lynch Wealth Management

    Bill Andrakakos, Chief Investment Officer, Aaron Wealth Advisors

    Brooks Friederich, Senior Vice President and Director of Research Strategy, Envestnet | PMC

    Gene Goldman, Chief Investment Officer, Cetera Financial Group

    Greg Maddox, Head of Global Manager Research, Wells Fargo Investment Institute

    Greg Trinks, Head of Investment Management Research, UBS Wealth Management

    Jeff DeMaso, Director of Research, Adviser Investments

    Megan Horneman, Director of Portfolio Strategy, Verdence Capital Advisors

    Ronald J. Smolenski, Jr., Managing Director of Investment Research, Pitcairn

    Shannon Saccocia, Chief Investment Officer, Boston Private

    Stacy Haislip, Director of Portfolio Management, TAG Associates

    Tricia Bannan, Head of Equities, CIBC Private Wealth


    Best Private Wealth Manager - Performance

    Cadence Bank Trust & Asset Management 

    Capital Counsel

    CIBC Private Wealth


    Best ESG Investment Offering

    Aaron Wealth Advisors

    Mercer Advisors

    Pathstone

    RBC Wealth Management

    UBS Global Wealth Management


    Best High-Net-Worth Investment Platform

    6 Meridian

    CIBC Private Wealth

    Citi Private Bank

    Cresset Asset Management


    Best Family Office - New Innovations

    Northland Wealth Management

    PKF O'Connor Davies Family Office

    Best Multi-Family Office $10bn to $20bn

    Ascent Private Capital Management - U.S. Bank

    Cresset Asset Management 

    JDJ Family Office Services

    Key Family Wealth


    Best Multi-Family Office $10bn and Over

    CIBC Private Wealth

    Pathstone

    PKF O'Connor Davies Family Office

    Tiedemann Advisors


    Best Multi-Family Office $2bn to $10bn

    Camden Capital

    Coastal Bridge Advisors

    Pitcairn

    The Family Office at Synovus


    Best Multi-Family Office Under $2bn

    Keystone Global Partners

    Market Street Trust Company

    Northland Wealth Management

    True North Advisors


    Best Private Wealth Manager Under $5bn - Client Service

    Coastal Bridge Advisors

    Keystone Global Partners

    Northland Wealth Management


    Best Private Wealth Manager Over $5bn - Client Service

    Ascent Private Capital Management - U.S. Bank

    Boston Private

    CIBC Private Wealth

    Fiduciary Trust Company

    First Republic Bank

    Mercer Advisors


    Private Wealth Manager M&A deal of the Year

    Allworth Financial

    Captrust

    Cresset Asset Management

    Fiduciary Trust International

    Mercer Advisors

    Procyon Partners

    Rockefeller Capital Management

    Best Impact Investment Offering

    Citi Private Bank

    Envestnet

    The Family Office at Synovus

    Tiedemann Advisors

    UBS Global Wealth Management


    Best Firm Culture - Wealth Management Smaller Firms

    6 Meridian

    Bailard

    Pitcairn

    Procyon Partners

    Your Wealth Effect


    Best Firm Culture - Wealth Management Larger Firms

    BMO Family Office

    Carson Group

    First Republic Bank

    Huntington Private Bank

    JDJ Family Office Services


    Best Estate Planning Advisory Service

    BMO Family Office

    Citi Private Bank

    Fiduciary Trust Company

    The Family Office at Synovus

    Tiedemann Advisors

    Wells Fargo Wealth and Investment Management


    Best Family Office - Due Diligence Processes

    Balentine

    Forbes Family Trust

    Northland Wealth Management

    TAG Associates

    WE Family Office


    Best Family Office Long-Term Investment Philosophy

    Cresset Asset Management

    Key Family Wealth

    Pitcairn

    TAG Associates

    The Family Office at Synovus

    OVERALL AWARDS & PRIVATE BANKING AWARDS

    Best Philanthropic/Educational Initiative

     Bailard

    CAIS

    Envestnet

    Fidelity Family Office Services

    Foundation Source

    Mercer Advisors

    The Family Office at Synovus


    Women in Wealth Advocate of the Year (firm)

     6 Meridian

    Mack International

    Mercer Advisors

    Women in Wealth Advocate of the Year 

     Ann Silverman, Wilmington Trust

    Halé Behzadi, Citi Private Bank

    Katherine Relle, J.P. Morgan Asset Management

    Linda Mack, Mack International

    Margaret Dechant, 6 Meridian

    Teri Shepherd, Carson Group


    ESG Advocate of the Year  

    280 CapMarkets

    Bailard

    Capital Dynamics

    Jay Lipman, Ethic

    Jeff Gitterman, Gitterman Wealth Management

    Mercer Advisors

    Lifetime Achievement Award 

    Darrell Hacket, BMO Wealth Management

    Larry Swedroe,  Buckingham Wealth Partners

    Ron Carson, Carson Group

    Scott Caven, CIBC

    Thomas J. Handler, Handler Thayer


    Private Banking - Client Service 

    Bank of America Private Bank

    CIBC Private Wealth

    Citi Private Bank

    First Republic Bank

    Key Private Bank

    FOLLOW US

    General Awards Enquiries

    Ellie Day

    Event Manager

    E: e.day@pageantmedia.com

    T: +1 646-891-2147

    Table Booking Enquiries

    Indira Peters

    Awards Manager

    E: i.peters@pageantmedia.com

    T: +1 646 891-2119

    Sponsorship Opportunities

    Abi Benedict

    Commercial Manager

    E: a.benedict@pageantmedia.com

    T: +1 646 931 9034 

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