Family Wealth Report Announces Winners Of US, Canadian Industry Awards

Eliane Chavagnon Editor - Family Wealth Report in New York March 13, 2015



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)

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

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