Print this article
Family Wealth Report Awards 2016: The Winners
Eliane Chavagnon
11 March 2016
The winners of the 2016 Family Wealth Report Awards were revealed in New York City last night at the stunning Mandarin Oriental. Over 400 senior industry figures attended the gala event, which honored excellence in the wealth management and family office sector across North America. The awards recognize high-quality service and achievement at both the individual and institutional level, as the industry continues to evolve at an accelerating pace, bringing new challenges - and opportunities - along the way. Family Wealth Report is delighted at the level of interest and support shown for the awards program, which adds to others held by the publisher of this publication across the world. Here are the 2016 winners: FAMILY OFFICE CATEGORIES Multi-family office ORGANIZATION/INDIVIDUAL Multi-family office ORGANIZATION/INDIVIDUAL Multi-family office ORGANIZATION/INDIVIDUAL Multi-family office ORGANIZATION/INDIVIDUAL Multi-family office ORGANIZATION/INDIVIDUAL Multi-family office ORGANIZATION/INDIVIDUAL Multi-family office ORGANIZATION/INDIVIDUAL ORGANIZATION/INDIVIDUAL Canadian MFO ORGANIZATION/INDIVIDUAL PRIVATE BANKING CATEGORIES US private bank ORGANIZATION/INDIVIDUAL Canadian private bank ORGANIZATION/INDIVIDUAL Private bank - offering for family offices ORGANIZATION/INDIVIDUAL INVESTMENT MANAGEMENT CATEGORIES Private client investment platform ORGANIZATION/INDIVIDUAL ASSET MANAGEMENT CATEGORIES Alternative asset manager ORGANIZATION/INDIVIDUAL ASSET MANAGEMENT CATEGORIES Fund provider ORGANIZATION/INDIVIDUAL National private asset manager ORGANIZATION/INDIVIDUAL Best asset management firm serving family offices and private banks ORGANIZATION/INDIVIDUAL MARKETING/PR CATEGORIES Best marketing campaign and best PR program ORGANIZATION/INDIVIDUAL PRIVATE CLIENT CATEGORIES Legal team ORGANIZATION/INDIVIDUAL PRIVATE CLIENT CATEGORIES Trust or fiduciary company ORGANIZATION/INDIVIDUAL CONSULTANTS TO FAMILY OFFICES CATEGORIES Investment advice ORGANIZATION/INDIVIDUAL Tax advice ORGANIZATION/INDIVIDUAL Accountancy advice ORGANIZATION/INDIVIDUAL Philanthropy advice ORGANIZATION/INDIVIDUAL Management consultancy ORGANIZATION/INDIVIDUAL WEALTH MANAGEMENT TECHNOLOGY CATEGORIES CRM system ORGANIZATION/INDIVIDUAL Portfolio management ORGANIZATION/INDIVIDUAL Client communications ORGANIZATION/INDIVIDUAL Client reporting ORGANIZATION/INDIVIDUAL Outsourcing solution ORGANIZATION/INDIVIDUAL Compliance ORGANIZATION/INDIVIDUAL WEALTH MANAGEMENT TECHNOLOGY CATEGORIES CRM system ORGANIZATION/INDIVIDUAL On-boarding ORGANIZATION/INDIVIDUAL Portfolio management ORGANIZATION/INDIVIDUAL Client communications ORGANIZATION/INDIVIDUAL Client reporting ORGANIZATION/INDIVIDUAL Change management process/best implementation of a technology solution ORGANIZATION/INDIVIDUAL Risk profiling solution ORGANIZATION/INDIVIDUAL Innovative client solution ORGANIZATION/INDIVIDUAL OTHER WEALTH MANAGEMENT CATEGORIES Best insurance brokerage provider ORGANIZATION/INDIVIDUAL Best insurance product provider ORGANIZATION/INDIVIDUAL Specialist service firm ORGANIZATION/INDIVIDUAL Responsible Investing ORGANIZATION/INDIVIDUAL Leading individual ORGANIZATION/INDIVIDUAL Leading individual ORGANIZATION/INDIVIDUAL ORGANIZATION/INDIVIDUAL Outstanding contribution to wealth management thought leadership ORGANIZATION/INDIVIDUAL Outstanding contribution to wealth management thought leadership ORGANIZATION/INDIVIDUAL Outstanding contribution to wealth management thought leadership ORGANIZATION/INDIVIDUAL Outstanding contribution to wealth management thought leadership ORGANIZATION/INDIVIDUAL LIFETIME ACHIEVEMENT Dirk Junge, Pitcairn
Market Street Trust Company
WE Family Offices
Tiedemann Wealth Management
Pitcairn
Bessemer Trust
Vogel Consulting
Atlantic Trust
Outstanding MFO executive
Pitcairn – Rick Pitcairn
Northland Wealth Management
BNY Mellon Wealth Management
RBC Wealth Management
Citi Private Bank
Atlantic Trust – Highly Commended
Citi Private Bank - Winner
Ascent Private Capital Management of US Bank
Columbia Threadneedle Investments
Abbot Downing, a Wells Fargo business
Northern Trust
RBC Wealth Management – best PR campaign
Awarded to: Regional, national and international law firm team dedicated to private client issues.
Handler Thayer
Awarded to: Entries only eligible from trust companies that are part of a non-trust parent or independent or larger non-trust businesses.
Hawthorn, PNC Family Wealth
CTC l myCFO
PwC
PKF O’Connor Davies
Hawthorn, PNC Family Wealth
Oakbrook Solutions
Salesforce
Envestnet
SS&C Advent
Addepar - Winner
Archway Technology Partners – Highly Commended
Archway Technology Partners
Vestmark
Salesforce
Appway
Vanare l NestEgg
Seismic
Archway Technology Partners
Family Office Metrics
FinaMetrica
SEI
Crystal & Company
PURE Insurance
Mary K Duke, Family Wealth Advisor
Sonen Capital
Atlantic Trust – David Donabedian
Aston Pearl – Natasha Pearl
Women in wealth management
Bessemer Trust – Rebecca Patterson
Envestnet – Jud Bergman
Hawthorn, PNC Family Wealth – Jeff Mills
Crystal & Company
PwC & UBS