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