The winners of the Family Wealth Report Awards 2015 were revealed last night at the stunning Mandarin Oriental in New York, during a gala event attended by 360 guests which honored exceptional wealth management firms and individuals in the US and Canada.

Family Wealth Report is once again elated at the level of interest and support shown for the awards, which follow a number of others held by the publisher of this website across the world.

The awards recognize high-quality service and achievement at both the institutional and individual level, at a time when the Canadian, US and indeed global wealth management arena is confronted by a raft of challenges and, of course, new opportunities.

Sponsors of the event were: Columbia Management; Ascent Private Capital Management of U.S. Bank; smartKYC; S&P Money Market Directories; Hawthorn, PNC Family Wealth; Atlantic Trust; ProFundCom; Crystal & Co; FFO (Flynn Family Office); U.S Trust; Wells Fargo Asset Management; InvestEdge; Netage Solutions; Bessemer Trust; Perspecta Trust; Pioneer Investments.

The winners were selected by an independent panel of judges from across the wealth management and family office space, and, importantly, representing an array of related businesses.

They are:

FAMILY OFFICE CATEGORIES
 
Multi-family office (up to and including $5 billion AuM/AuA)
Market Street Trust Company

Multi-family office (above $5 billion AuM/AuA)
CTC | myCFO

Multi-family office (national)
Atlantic Trust
 
Multi-family office (regional)
Vogel Consulting

Multi-family office (new entrant)
Flynn Family Office

Multi-family office (client initiative)
Pitcairn

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PRIVATE BANKING CATEGORIES

US private bank
First Republic Bank

Canadian private bank
RBC Wealth Management

Private bank – wealth structuring offering
RBC Wealth Management

Private bank - offering for family offices
BNY Mellon Wealth Management

INVESTMENT MANAGEMENT CATEGORIES

Canadian wealth management/wealth management offering
Northland Wealth Management

Private client investment platform
Citi Private Bank

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ASSET MANAGEMENT CATEGORIES

Alternative asset manager
Blackstone

National private asset manager
BNY Mellon Wealth Management

Best asset management firm serving family offices and private banks
Northern Trust Global Family & Private Investment Office

MARKETING/PR CATEGORIES

Brand launch/relaunch
Flynn Family Office

Best PR program
RBC Wealth Management / Capgemini

PRIVATE CLIENT CATEGORIES

Legal team
Handler Thayer

Institutional trust or fiduciary company  - Editor’s Award
RBC Wealth Management

Independent trust or fiduciary company
Perspecta Trust

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CONSULTANTS TO FAMILY OFFICE CATEGORIES

Investment advice
CTC | myCFO

Tax advice
Cantor & Webb

Management consultancy
Family Office Metrics

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

Front office solution
Advent Software

Transaction processing solution – Editor’s Award
SunGard

Portfolio management
Charles River Development

Client communications and reporting
InvestCloud

Outsourcing solution
Envestnet

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organization)

Best implementation of a technology solution
InvestEdge

Risk management
Milltrust International Group

CRM system
WealthCloud

On-boarding
Appway

Innovative client solution
Milltrust International Group

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OTHER WEALTH MANAGEMENT CATEGORIES

Insurance solution
Chubb Group of Insurance Companies

Concierge solution / specialist service firm
Cassford Management

Responsible investing
Rockefeller & Co

Global custodian – Editor’s Award
RBC Investor & Treasury Services

Leading individual (advisor)
SEI – Duane Oakes

Philanthropy offering
Market Street Trust Company

Women in wealth management (individual contribution)
Rockefeller & Co – Loraine Tsavaris

Woman in wealth management (company contribution)
Aspiriant

Outstanding contribution to wealth management thought leadership (individual)
Wise Counsel Research – Dr Keith Whitaker

Outstanding contribution to wealth management thought leadership (company)
Scorpio Partnership

Lifetime achievement
Charlotte Beyer, founder, Institute for Private Investors