Premier awards for premier performers

The Private Asset Management Awards returned in it’s now twentieth year to acknowledge the outstanding performance of the individuals and firms shaping the industry.

This year, the Awards culminated at a gala dinner ceremony hosted at the spectacular 583 Park Avenue, New York, seating over 200 senior decision-makers from across the sector. Comedian, Neko White, headlined the evening where 62 award titles were distributed, recognizing the exceptional talent across various categories. A huge congratulations to all our winners!

2024 Winners


Best alts solution for private wealth firms

Mercer

Best asset manager solution for family offices

Fortress Investment Group, Private Wealth

Best business consulting firm for family offices

Tamarind Partners

Best custodian

Fiduciary Trust Company

Best estate planning advisory service

Anchin

Best family office - due diligence process

The Family Office at Synovus

Best family office - long term investment philosophy

Pennington Partners

Best fiduciary / trustee service

Ascent Private Capital Management of U.S. Bank

Best firm culture

Huntington Private Bank

Best firmwide security solution

Elteni

Best fund administration service

Private Wealth Systems

Best general ledger system

FundCount

Best high net worth insurance broker

Marsh McLennan Agency

Best high net worth insurance company

PURE Insurance

Best high net worth investment platform

CIBC Private Wealth, US

Best law firm - estates and trusts

Day Pitney LLP

Best lifestyle management firm

Trove

Best multi-asset class portfolio management system

Venn by Two Sigma 

Best multi-family office over $25bn

AlTi Tiedemann Global

Best multi-family office under $25bn

TAG Associates

Best outsourced CIO

The Family Office at Synovus

Best partnership accounting system

Ledgex

Best philanthropic / educational initiative

Bank of America Private Bank

Best private wealth manager - client service

Coastal Bridge Advisors

Best reporting solution

Addepar

Best technology platform for family offices

Addepar

Family office innovations

Dentons

Lifetime achievement

Leslie Voth Pitcairn

Manager/Investment research professional of the year

Phil Pecsok Anacapa Advisors

Private banking client service

Key Private Bank

Women in wealth advocate of the year

PNC Private Bank Hawthorn

2023 Winner Interviews


WINNER: Best alts solution for private wealth firms
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Winner: Best firm culture - small and medium firms
Huntington Private Bank

WINNER: Best multi-family office $10bn to $25bn
Key Family Wealth

WINNER: Best fund administration service
NAV Fund Administration Group

WINNER: Best family office - long-term investment philosophy & Best outsourced CIO
Pennington Partners

WINNER: Best firmwide security solution
Summitas

Don’t just take it from us, hear from our winners…

‘We are thrilled to have won the 2023 PAM award for "Best Private Wealth Manager under $5mn - Client Service"! This recognition is a high five to all the hard work and dedication our team puts into providing excellent client service’ 

Keystone Global Partners, 2023 Winner Best Private Wealth Manager under $5mn

2023 Winners


Family Office/Private Wealth Manager Awards


2023 Winner, Best General Ledger System, Highly commended Best Partnering Accounting Solution
LedgeX

2023 Winners Private Banking – Client Service

"Wonderful recognition for PNC Private Bank!"

"Fantastic Recognition"

PNC Private Bank

Family Office/Wealth Manager Service Provider Awards


Best alts solution for private wealth firms
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Best asset manager solution for family offices
Star Mountain Capital


Best business consulting firm for family offices
F2 Strategy


Best custodian
Fiduciary Trust Company


Best estate planning advisory service
The Family Office at Synovus


Best family office - due diligence processes
The Family Office at Synovus


Best family office - long-term investment philosophy
Pennington Partners


Best family office and private banking innovations
SVB Private


Private Best family office service provider - new innovation
Dentons


Best fiduciary/trustee service
Fiduciary Trust Company


Best firm culture - larger firms
Cerity Partners


Best firm culture - small and medium firms
Huntington Private Bank


Best firmwide security solution
Summitas


Best fund administration service
NAV Fund Administration Group

Best general ledger system
Ledgex


Best high-net-worth insurance broker
Alliant Private Client



Best high-net-worth insurance company
PURE Insurance Company


Best high-net-worth investment platform
CIBC Private Wealth


Best law firm - estates and trusts
Withersworldwide


Best lifestyle management firm
Emergency Black Bag


Best multi-asset class portfolio management system
FIS


Best multi-family office $10bn to $25bn
Key Family Wealth


Best multi-family office over $25bn
JDJ Family Office Services


Best multi-family office under $10bn
TAG Associates

Best outsourced CIO
Pennington Partners


Best partnership accounting system
Plumb


Best philanthropic/education initiative
Bank of America

Best private wealth manager-performance
Anacapa Advisors


Best private wealth manager over $5bn -client service
Aspiriant


Best private wealth manager under $5bn-client service
Keystone Global Partners

Best reporting solution
Private Wealth Systems


Best technology platform for family offices
Risclarity


Best thematic ESG offering
Alvarium Tiedemann | AlTi


DE&I initiative of the year
BNY Mellon Pershing


ESG advocate of the year
Capital Dynamics


Lifetime Achievement Award
Jon Carroll

Manager or investment research professional of the year
Ted Katramados, Director, TAG Associates

Private banking - client service
PNC Private Bank


Private wealth management M&A deal of the year
Cresset Asset Management


Women in wealth advocate of the year - firm
Cambridge Associates


Women in wealth advocate of the year - individual
Linda Mack, Mack International