Awards
EXCLUSIVE: Winners Of The Family Wealth Report Awards 2017
Here is a list of the firms and individuals who were victorious at the Family Wealth Report annual awards.
Outstanding practitioners in the North America wealth management industry were honored by their peers at a glittering awards ceremony organized by Family Wealth Report in New York City last night. Across categories ranging from technology providers, family offices to private banks, the ceremony demonstrated how a sector facing multiple challenges has thrown forward great individuals and teams to drive progress. The awards were held at the Mandarin Oriental, Columbus Circle. (To read more about the awards program, including the judges, categories and past winners, click here.)
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (TECH VENDORS ONLY)
PORTFOLIO MANAGEMENT
WINNER
Envestnet | Tamarac
CLIENT COMMUNICATIONS
WINNER
InvestCloud
CLIENT REPORTING
WINNER
Archway Technology Partners - Winner
Private Client Resources – Highly Commended
COMPLIANCE
WINNER
Envestnet
CRM SYSTEM
InvestCloud – Highly Commended
Salesforce - Winner
OUTSOURCING/BUSINESS PROCESS OUTSOURCING
WINNER
Envestnet
ACCOUNTING
WINNER
Archway Technology Partners
ON-BOARDING
WINNER
AdvisorEngine
WEALTH MANAGENENT TECHNOLOGY CATEGORIES (OPEN TO ANY ORGANIZATION)
INNOVATIVE CLIENT SOLUTION
WINNER
Archway Technology Partners
CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
WINNER
Risclarity
MARKETING/PR CATEGORIES
BEST MARKETING OR PR CAMPAIGN(ONLINE, PRINT, BRAND LAUNCH/RELAUNCH)
WINNER
Fiduciary Trust Company
INVESTMENT & ASSET MANAGEMENT CATEGORIES
PRIVATE CLIENT INVESTMENT PLATFORM
WINNER
Atlantic Trust
INNOVATIVE INVESTMENT SOLUTION OF THE YEAR
WINNER
Artivest
ALTERNATIVE ASSET MANAGER
WINNER
Forbes Family Trust
BEST OUTSOURCED CIO
WINNER
Tiedemann Wealth Management
BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS
WINNER
Columbia Threadneedle Investments
PRIVATE CLIENT (LEGAL & FIDUCIARY) CATEGORIES
LAW FIRM OF THE YEAR
WINNER
Day Pitney
INDEPENDENT TRUST OR FIDUCIARY COMPANY
WINNER
Fiduciary Trust Company
WEALTH PLANNING
WINNER
Bessemer Trust
CONSULTANTS TO FAMILY OFFICE CATEGORIES
TAX ADVICE
WINNER
PKF O’Connor Davies
PHILANTHROPY ADVICE
WINNER
21/64
FAMILY OFFICE MANAGEMENT CONSULTANCY
WINNER
Oakbrook Solutions
FAMILY WEALTH CONSULTANT
WINNER
EY US
INSURANCE CATEGORIES
BEST INSURANCE BROKERAGE PROVIDER
WINNER
Crystal & Company
BEST INSURANCE UNDERWRITER
WINNER
PURE Insurance
PRIVATE BANKING CATEGORIES
PRIVATE BANK – BEST CREDIT PROVIDER
WINNER
Citi Private Bank
US PRIVATE BANK
WINNER
Citi Private Bank
FAMILY OFFICE CATEGORIES
CANADIAN MFO
WINNER
Northland Wealth Management
MULTI-FAMILY OFFICE (client initiative)
WINNER
Family Wealth Advisors/Bank of the West
MULTI-FAMILY OFFICE (national - up to and including $5 billion AuM/AuA)
WINNER
Pitcairn
MULTI-FAMILY OFFICE (national - above $5 billion AuM/AuA)
WINNER
Aspiriant
MULTI-FAMILY OFFICE (up to $3 billion AuM/AuA)
WINNER
Market Street Trust Company
MULTI-FAMILY OFFICE (above $3 billion AuM/AuA)
WINNER
Gresham Partners – Joint winner
WE Family Offices – Joint winner
SPECIAL WEALTH MANAGEMENT CATEGORIES
FAMILY OFFICE SPECIALTY SERVICES
WINNER
My Accountant
RESPONSIBLE INVESTING/ESG/IMPACT INVESTING
WINNER
Sonen Capital
LEADING INDIVIDUAL (MFO EXECUTIVE)
WINNER
Signature Family Wealth Advisors – Anne Shumadine
LEADING INDIVIDUAL (MFO)
WINNER
Family Wealth Advisors/Bank of the West – Steve Prostano
LEADING INDIVIDUAL (SERVICE PRODUCT PROVIDER)
WINNER
PURE Insurance – Ross Buchmueller
WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)
WINNER
Fiserv – Cheryl Nash
WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)
WINNER
Hawthorn, PNC Family Wealth
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)
WINNER
The Family Wealth Alliance – Robert Casey
OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (COMPANY)
WINNER
Wise Counsel Research
LIFETIME ACHIEVEMENT
James (Jay) E Hughes Jr
James E Hughes Jr Consults
