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Family Wealth Report Announces Winners Of US, Canadian Industry Awards
Eliane Chavagnon
13 March 2015
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 ; 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 PRIVATE BANKING CATEGORIES INVESTMENT MANAGEMENT CATEGORIES ASSET MANAGEMENT CATEGORIES MARKETING/PR CATEGORIES PRIVATE CLIENT CATEGORIES CONSULTANTS TO FAMILY OFFICE CATEGORIES WEALTH MANAGEMENT TECHNOLOGY CATEGORIES WEALTH MANAGEMENT TECHNOLOGY CATEGORIES OTHER WEALTH MANAGEMENT CATEGORIES
Multi-family office
Market Street Trust Company
CTC | myCFO
Multi-family office
Atlantic Trust
Multi-family office
Vogel Consulting
Multi-family office
Flynn Family Office
Multi-family office
Pitcairn
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
Canadian wealth management/wealth management offering
Northland Wealth Management
Private client investment platform
Citi Private Bank
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
Brand launch/relaunch
Flynn Family Office
Best PR program
RBC Wealth Management / Capgemini
Legal team
Handler Thayer
Institutional trust or fiduciary company - Editor’s Award
RBC Wealth Management
Independent trust or fiduciary company
Perspecta Trust
Investment advice
CTC | myCFO
Tax advice
Cantor & Webb
Management consultancy
Family Office Metrics
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
Best implementation of a technology solution
InvestEdge
Risk management
Milltrust International Group
CRM system
WealthCloud
On-boarding
Appway
Innovative client solution
Milltrust International Group
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
SEI – Duane Oakes
Philanthropy offering
Market Street Trust Company
Women in wealth management
Rockefeller & Co – Loraine Tsavaris
Woman in wealth management
Aspiriant
Outstanding contribution to wealth management thought leadership
Wise Counsel Research – Dr Keith Whitaker
Outstanding contribution to wealth management thought leadership
Scorpio Partnership
Lifetime achievement
Charlotte Beyer, founder, Institute for Private Investors