Recognizing the best of the private wealth management industry

Once again, the Private Asset Management awards acknowledged the achievements of the firms and individuals leading the way in the industry during a fabulous ceremony at 583 Park Avenue, New York. With over 200 senior decision-makers from across the sector present, and comedian Brian Park as the host, it was a memorable night of celebration and catching up with peers.

Tom Wilson, Deputy Editor at Fund Intelligence commented "Tonight we recognize investment professionals, wealth advisors, legal firms, consultants, and the vast array of businesses providing critical infrastructure, insight, tools and technology that enable you all to serve your clients in an increasingly complicated and challenging world".

2023 Winners

Best alts solution for private wealth firms

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

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

Best fund administration service
NAV Fund Administration Group

Best general ledger system

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

Best lifestyle management firm
Emergency Black Bag

Best multi-asset class portfolio management system

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

Best philanthropic/education initiative
Bank of America

Best private wealth manager - performance
Anacapa Advisors

Best private wealth manager over $5bn - client service

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

Best reporting solution
Private Wealth Systems

Best technology platform for family offices

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