#PAMAwards
OVERALL AWARDS & PRIVATE BANKING AWARDS
Best Philanthropic/Educational Initiative
The Family Office at Synovus
Women in Wealth Advocate of the Year (firm)
6 Meridian
Women in Wealth Advocate of the Year
Winner: Teri Shepherd, Carson Group
Highly Commended: Katherine Relle, J.P. Morgan Asset Management
ESG Advocate of the Year
Capital Dynamics
Lifetime Achievement Award
Thomas J. Handler, Handler Thayer
Private Banking - Client Service
Winner: Citi Private Bank
Highly Commended: First Republic Bank
FAMILY OFFICE/PRIVATE WEALTH MANAGER AWARDS
Manager or Investment Research Professional of the Year
Winner: Brooks Friederich, Senior Vice President and Director of Research Strategy, Envestnet | PMC
Highly Commended: Tricia Bannan, CIBC Private Wealth
Best Private Wealth Manager - Performance
CIBC Private Wealth
Best ESG Investment Offering
UBS Global Wealth Management
Best High-Net-Worth Investment Platform
Cresset Asset Management
Best Family Office - New Innovations
PKF O'Connor Davies Family Office
Best Multi-Family Office $10bn to $20bn
Key Family Wealth
Best Multi-Family Office $20bn and Over
Winner: Pathstone
Highly Commended: CIBC Private Wealth
Best Multi-Family Office $2bn to $10bn
Winner: The Family Office at Synovus
Highly Commended: Camden Capital
Best Multi-Family Office Under $2bn
Winner: Northland Wealth Management
Highly Commended: Market Street Trust Company
Best Private Wealth Manager Under $5bn - Client Service
Coastal Bridge Advisors
Best Private Wealth Manager Over $5bn - Client Service
Winner: Boston Private
Highly Commended: Fiduciary Trust Company
Private Wealth Manager M&A deal of the Year
Mercer Advisors
Best Impact Investment Offering
Tiedemann Advisors
Best Firm Culture - Wealth Management Smaller Firms
Pitcairn
Best Firm Culture - Wealth Management Larger Firms
First Republic Bank
Best Estate Planning Advisory Service
Fiduciary Trust Company
Best Family Office - Due Diligence Processes
Winner: TAG Associates
Highly Commended: Balentine
Best Family Office Long-Term Investment Philosophy
Pitcairn
FAMILY OFFICE SERVICE PROVIDER AWARDS
Best Family Office Service Provider - New Innovations
FIS
Best Technology Platform for Family Offices
Winner: FIS
Highly Commended: Envestnet
Best Asset Manager Solutions for Family Offices
Winner: GoldenTree Asset Management
Highly Commended: Capital Dynamics
Best Business Consulting Firm for Family Offices
Winner: Mack International
Highly Commended: F2 Strategy
Best Custodian
Fiduciary Trust Company
Best Fiduciary/Trustee Service
Fiduciary Trust Company
Best Firmwide Security Solution
Drawbridge
Best Fund Administration Service
Citco Institutional Services
Best General Ledger System
Private Wealth Systems
Best High-Net-Worth Insurance Company
PURE Insurance
Best High-Net-Worth Insurance Broker
Alliant Insurance Service
Best Law Firm - Estates and Trusts
Winner: Withers Bergman
Highly Commended: Handler Thayer
Best Lifestyle Management Firm
JDJ Family Office Services
Best Multi-Asset Class Portfolio Management System
Addepar
Best Outsourced CIO
The Family Office at Synovus
Best Partnership Accounting System
FundCount
Best Reporting Solution
Winner: Risclarity
Highly Commended: Private Wealth Systems
FOLLOW US
Table Booking Enquiries
Indira Peters
Awards Manager
T: +1 646 891-2119