Awards

EXCLUSIVE: Winners Of The Family Wealth Report Awards 2017

Tom Burroughes, Group Editor, New York, March 3, 2017

articleimage

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

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes