Family Wealth Report Awards 2016: Entries For Nominations Now Open

Eliane Chavagnon Editor - Family Wealth Report August 25, 2015

Family Wealth Report Awards 2016: Entries For Nominations Now Open

Family Wealth Report is delighted to unveil details of its 2016 awards program in New York.

The third annual Family Wealth Report Awards program is now live and the event promises to be bigger and better than ever, celebrating professional excellence in the wealth management and family office sectors across North America.

The winners will be unveiled during a gala dinner attended by around 450 senior industry figures on March 10, 2016, at the stunning Mandarin Oriental in New York.

Entries for nominations are open now and will close on November 12, 2015. A shortlist will be revealed in December 2015.

Click here for more details about entering the awards and tickets.

Recognizing high-quality service and achievement at the individual and institutional level is as crucial as ever for the sector, as the impact of forces such as aging client and advisor demographics, as well as regulatory pressure and technology innovation, becomes increasingly clear.

The wide-ranging lineup of awards will once again be centered on three main categories: experts (individuals and teams); products; and services for wealth managers, clients and institutions of all stripes.

Sponsors of the event so far include: Columbia Threadneedle Investments, ProFundCom and smartKYC.

The categories are as follows:

Family office categories

  •     Multi-family office (up to and including $5 billion AuM/AuA)
  •     Multi-family office (above $5 billion AuM/AuA)
  •     Multi-family office (national)
  •     Multi-family office (regional)
  •     Multi-family office (new entrant)
  •     Multi-family office (client initiative)
  •     MFO wealth structuring offering
  •     Outstanding MFO executive
  •     Canadian MFO

Private banking categories

  •     US private bank
  •     Canadian private bank
  •     Private bank – wealth structuring offering
  •     Private bank – offering for family offices

Investment management categories

  •     Canadian investment offering
  •     Private client investment platform

Asset management categories

  •     Alternative asset manager
  •     Fund provider
  •     National private asset manager
  •     Best asset management firm serving family offices and private banks
  •     ETF provider

Marketing/PR categories

  •     Best marketing campaign (online, print, brand launch/relaunch)
  •     Best PR program

Private client categories

  •     Legal team (regional)
  •     Legal team (national)
  •     Legal team (international)
  •     Institutional trust or fiduciary company
  •     Independent trust or fiduciary company

Consultants to family offices

  •     Investment advice
  •     Tax advice
  •     Accountancy advice
  •     Philanthropy advice
  •     Management consultancy

Wealth management technology categories (open to technology vendors only)

  •     CRM system
  •     Portfolio management
  •     Client communications
  •     Client reporting
  •     Outsourcing solution
  •     Compliance

Wealth management technology categories (open to any organization)

  •     CRM system
  •     Onboarding
  •     Portfolio management
  •     Client communications

Client reporting

  •     Change management process/best implementation of a technology solution
  •     Risk profiling solution
  •     Risk management
  •     Innovative client solution

Other wealth management categories

  •     Corporate social responsibility/diversity
  •     International finance center
  •     Best insurance brokerage provider
  •     Best insurance product provider
  •     Specialist service firm
  •     Responsible investing
  •     Wealth management service provider
  •     Global custodian
  •     Leading individual (MFO)
  •     Leading individual (service product provider)
  •     Women in wealth management (individual contribution)
  •     Woman in wealth management (company contribution)
  •     Outstanding contribution to wealth management thought leadership (individual)
  •     Outstanding contribution to wealth management thought leadership (company)

Family Wealth Report looks forward to receiving your entries and seeing you at the 2016 awards ceremony. To enter, click here.

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