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    #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

    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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