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
Market Street Trust Company

Multi-family office
CTC | myCFO

Multi-family office
Atlantic Trust
 
Multi-family office
Vogel Consulting

Multi-family office
Flynn Family Office

Multi-family office
Pitcairn

PRIVATE BANKING CATEGORIES

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

INVESTMENT MANAGEMENT CATEGORIES

Canadian wealth management/wealth management offering
Northland Wealth Management

Private client investment platform
Citi Private Bank

ASSET MANAGEMENT CATEGORIES

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

MARKETING/PR CATEGORIES

Brand launch/relaunch
Flynn Family Office

Best PR program
RBC Wealth Management / Capgemini

PRIVATE CLIENT CATEGORIES

Legal team
Handler Thayer

Institutional trust or fiduciary company  - Editor’s Award
RBC Wealth Management

Independent trust or fiduciary company
Perspecta Trust

CONSULTANTS TO FAMILY OFFICE CATEGORIES

Investment advice
CTC | myCFO

Tax advice
Cantor & Webb

Management consultancy
Family Office Metrics

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

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

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

Best implementation of a technology solution
InvestEdge

Risk management
Milltrust International Group

CRM system
WealthCloud

On-boarding
Appway

Innovative client solution
Milltrust International Group

OTHER WEALTH MANAGEMENT CATEGORIES

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