2024 Shortlist
The shortlist for the Private Asset Management Awards 2024 has now been released. With the calibre of entries as impressive as ever this year, a huge congratulations goes to everyone who has made the list!
Best alts solution for private wealth firms
- Capital Innovations
- Fortress Investment Group
- Franklin Templeton
- Hatcher Plus
- Opto Investments
- TAG Associates
- Mercer
Best asset manager solution for family offices
- Anacapa Advisors
- Bramshill Investments
- Fortress Investment Group
- Goldentree Asset Management
Best business consulting firm for family offices
- Mack International
- RJ Walker & Co
- T Volk and Company
- Tamarind Partners
Best custodian
- Fidelity Family Office Services
- Fiduciary Trust Company
- Interactive brokers
- Northern Trust
Best estate planning advisory service
- Anchin
- Fiduciary Trust Company
- PNC Private Bank
- The Family Office at Synovus
Best family office - due diligence process
- AlTi Tiedemann Global
- Northland Wealth
- PNC Private Bank Hawthorn
- TAG Associates
- The Family Office at Synovus
Best family office - long term investment philosophy
- Family Office at Synovus
- Northland Wealth
- Pennington Partners
- TAG Associates
Best Fiduciary / Trustee Service
- Ascent Private Capital Management of U.S. Bank
- Dentons
- The Family Office at Synovus
- Fiduciary Trust Company
Best firm culture
- Coastal Bridge Advisors
- Huntington Private Bank
- Trove
- Market Street Trust Company
- Northland Wealth
Best firmwide security solution
- Drawbridge
- Elteni
- Eton Solutions
- Summitas
Best fund administration service
- Eton Solutions
- NAV Fund Administration Group
- Private Wealth Systems
Best general ledger system
- Asset Vantage
- FundCount
- Ledgex
- Plumb Bill Pay
Best high net worth insurance broker
- Baldwin Risk Partners
- Crescent Wealth Management
- HUB Private Client
- Marsh McLennan Agency
Best high net worth insurance company
- AIG
- Chubb
- PURE insurance
Best HNW investment platform
- CIBC Private Wealth US
- Keystone Global Partners
- Pennington Partners
- TAG Associates
Best law firm - estates and trusts
- Handler Thayer LLP
- Day Pitney LLP
- Withersworldwide
Best lifestyle management firm
- Aquilance
- Emergency Black Bag
- Trove
- Quintessentially
Best MFO $25bn+
- AlTi Tiedemann Global
- CIBC Private Wealth US
- Cresset Asset Management
- Trove
- PNC Private Bank Hawthorn
Best MFO under $25bn
- Boston Family Advisors
- Coastal Bridge Advisors
- KeyBank Key Family Wealth
- Pennington Partners
- TAG Associates
- The Family Office at Synovus
Best multi-asset class portfolio management system
- Addepar
- FundCount
- MyVest
- Venn by Two Sigma
Best outsourced CIO
- AlTi Tiedemann Global
- Northland Wealth
- The Family Office at Synovus
Best partnership accounting system
- Aquilance
- Asset Vantage
- FundCount
- Ledgex
- Plumb Bill Pay
Best philanthropic / educational initiative
- Ascent Private Capital Management of U.S. Bank
- Bank of America Private Bank
- Foundation Source
- Franklin Templeton
- KeyBank Institutional Advisors
Best private wealth manager - client service
- Bank of America Private Bank
- Coastal Bridge Advisors
- Fiduciary Trust Company
- Keystone Global Partners
- TwinFocus
- Fisher Investments
Best reporting solution
- Addepar
- Aquilance
- Asset Vantage
- FundCount
- Mirador
- Private Wealth Systems
Best technology platform for family offices
- Addepar
- Ascent Private Capital Management of U.S. Bank
- FundCount
- Hatcher Plus
- MyVest
- Risclarity
- Summitas
Family office innovations
- Anchin
- Canoe Intelligence
- Dentons
- Foundation Source
- Hatcher Plus
- Tamarind Learning
Manager or investment research professional of the year
- Art DeGaetano, Bramshill Investments
- Arthur Salzer, Northland Wealth
- Phil Pescok, Anacapa Advisors
- Rick Fearon, Accretive Capital Partners
Private banking client service
- CIBC Private Wealth US
- Fifth Third Bank
- Key Private Bank
- PNC Private Bank
Women in wealth advocate of the year
- Ascent Private Capital Management of U.S. Bank
- Linda Mack, Mack International
- PNC Private Bank Hawthorn