Recognizing the best in private wealth
The winners of the Private Asset Management Awards 2025 were announced at a dinner and awards ceremony hosted at the spectacular Guastavino's, New York, with senior decision-makers from across the private wealth management space in attendance.
Award winning Actor and Comedian, Steven Michael Quezada, headlined the evening helping us recognize the exceptional talent across the sector. A huge congratulations to all our winners and also everyone who made the shortlist.
2025 Winners
Best alts solution for private wealth firms
iCapital
Highly Commended: Canoe Intelligence
Best asset manager for family offices
Anacapa Advisors
Best business consulting firm for family offices
Foundation Source
Best credit solution
Bramshill Investments
Highly Commended: Blue Owl Capital
Best custodian
Fiduciary Trust Company
Highly Commended: Interactive Brokers
Best education initiative
Cresset Asset Management
Highly Commended: Blue Owl Capital
Best family office - client service
Pennington Partners & Co.
Highly Commended: Trove
Best family office - long term investment philosophy
Brown Advisory
Highly Commended: Northland Wealth
Best family office due diligence process
TAG Associates
Highly Commended: Northland Wealth
Best fiduciary / trustee service
Bridgeford Trust Company
Highly Commended: Fiduciary Trust Company
Best firm culture
Trove
Highly Commended: Northland Wealth
Best firmwide security solution
Summitas
Highly Commended: Eton Solutions
Best fund administration service
NAV Fund Services
Highly Commended: STP Investment Service
Best general ledger system
Plumb
Highly Commended: Ledgex
Best high net worth insurance broker
Marsh McLennan Agency Private Client Services
Highly Commended: Risk Strategies
Best high net worth insurance company
PURE Insurance
Highly Commended: Chubb
Best high net worth investment platform
CIBC Private Wealth, US
Best law firm - estates and trusts
Day Pitney
Highly Commended: Cadwalader, Wickersham & Taft
Best lifestyle management firm
Quintessentially
Best multi-asset class portfolio management system
Private Wealth Systems
Highly Commended: Venn by Two Sigma
Best multi-family office over $25bn
AlTi Tiedemann Global
Best multi-family office up to $25bn
Pennington Partners & Co.
Best outsourced CIO
AlTi Tiedemann Global
Highly Commended: F.L.Putnam
Best partnership accounting system
FundCount
Highly Commended: Private Wealth Systems
Best philanthropic initiative
PNC Private Bank Hawthorn
Best private bank
Bank of America Private Bank
Best reporting solution
Venn by Two Sigma
Highly Commended: Eton Solutions
Best technology platform for family offices
Eton Solutions
Highly Commended: Summitas
Lifetime achievement
Linda Beerman, CIBC Private Wealth US
Manager or research professional of the year
Sid Ahl, Brown Advisory
Highly Commended: Phil Pecsok, Anacapa Advisors
Private banking client service
Key Private Bank
Wealth management innovations
Canoe Intelligence
Women in wealth advocate - company
Mercer Advisors
Highly Commended: Bailard, Inc.
Women in wealth advocate - individual
Jennifer McGeehan, Ascent Private Capital Management of US Bank
Highly Commended: Stephanie Birrell Luedke, Neuberger Berman Private Wealth