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EXCLUSIVE: Winners Of Family Wealth Report Awards 2019

Editorial Staff, March 21, 2019

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Winners of the Family Wealth Report annual awards program, held to honor outstanding practitioners in the North American wealth management sector, were announced last night.

Here are the individuals and organizations saluted by Family Wealth Report and industry peers at FWR's annual gala evening awards ceremony, held at the magnificent setting of the Mandarin Oriental, Columbus Circle, in New York City. Further details about the program can be found here.

                                                     

NORTH AMERICAN FAMILY OFFICE CATEGORIES

MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA)

WINNER
Northland Wealth Management

MULTI-FAMILY OFFICE ($2.5 billion to $5 billion AuM/AuA)

WINNER
Matter Family Office

MULTI-FAMILY OFFICE ($5 billion to $15 billion AuM/AuA)

WINNER
Gresham Partners

MULTI-FAMILY OFFICE ($15 billion AuM/AuA and above)

WINNER
CIBC Private Wealth Management

MULTI-FAMILY OFFICE (client initiative)

WINNER
Pitcairn

PRIVATE BANKING CATEGORIES

NORTH AMERICAN PRIVATE BANK

WINNER
Citi Private Bank

NORTH AMERICAN PRIVATE BANK – FAMILY OFFICE SERVICES

WINNER
Citi Private Bank

PRIVATE BANK – CUSTOMER FACING DIGITAL CAPABILITIES

WINNER
RBC Wealth Management


INVESTMENT & ASSET MANAGEMENT CATEGORIES

PRIVATE CLIENT INVESTMENT PLATFORM

WINNER
Citi Private Bank


RESPONSIBLE INVESTING/ESG/IMPACT INVESTING

WINNER
Tiedemann Advisors

INNOVATIVE INVESTMENT SOLUTION OF THE YEAR

WINNER
OppenheimerFunds

ALTERNATIVE ASSET MANAGER

WINNER
Forbes Family Trust

BEST OUTSOURCED CIO

WINNER
Tiedemann Advisors

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

WINNER
OppenheimerFunds

MARKETING/PR CATEGORIES

BEST MARKETING OR PR CAMPAIGN
(Online, print, brand launch/relaunch)

WINNER
Hawthorn, PNC Family Wealth

PRIVATE CLIENT (LEGAL & FIDUCIARY) CATEGORIES

LEGAL TEAM OF THE YEAR

WINNER
Handler Thayer

FIDUCIARY OR TRUST SERVICES

WINNER
Bessemer Trust

WEALTH PLANNING

WINNER
AdvicePeriod

CONSULTANTS TO PRIVATE CLIENTS CATEGORIES

TAX ADVICE

WINNER
Anchin Private Client

ACCOUNTANCY ADVICE

WINNER
Anchin Private Client

PHILANTHROPY ADVICE

WINNER
Strategic Philanthropy

FAMILY OFFICE MANAGEMENT CONSULTANCY

WINNER
Tamarind Partners

FAMILY WEALTH COUNSELING – MFO/WEALTH ADVISOR/MANAGER

WINNER
Vogel Consulting

FAMILY WEALTH COUNSELING – OTHER WEALTH MANAGEMENT ORGANIZATIONS

WINNER
Tamarind Partners

SOLUTIONS FOR “INTERNATIONAL AMERICANS”

WINNER
UBP Investment Advisors

TECHNOLOGY CATEGORIES

PORTFOLIO MANAGEMENT

WINNER
Envestnet

CLIENT COMMUNICATIONS

WINNER
Summitas

CLIENT REPORTING

WINNER
Black Diamond Wealth Platform

COMPLIANCE

WINNER
Orion Advisor Services

CRM SYSTEM

WINNER
SS&C Salentica

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