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 Winner interviews
Private banking
client service
Key Private Bank
Best high net worth
insurance broker
Marsh McLennan
Best high net worth
insurance company
Pure Insurance
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