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 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
2023 Winners
Best alts solution for private wealth firms+SUBSCRIBE
Best asset manager solution for family officesStar Mountain Capital
Best business consulting firm for family officesF2 Strategy
Best custodianFiduciary Trust Company
Best estate planning advisory serviceThe Family Office at Synovus
Best family office - due diligence processesThe Family Office at Synovus
Best family office - long-term investment philosophyPennington Partners
Best family office and private banking innovationsSVB Private
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Best family office service provider - new innovationDentons
Best fiduciary/trustee serviceFiduciary Trust Company
Best firm culture - larger firmsCerity Partners
Best firm culture - small and medium firmsHuntington Private Bank
Best firmwide security solutionSummitas
Best fund administration serviceNAV Fund Administration Group
Best general ledger systemLedgex
Best high-net-worth insurance brokerAlliant Private Client
Best high-net-worth insurance companyPURE Insurance Company
Best high-net-worth investment platformCIBC Private Wealth
Best law firm - estates and trustsWithersworldwide
Best lifestyle management firmEmergency Black Bag
Best multi-asset class portfolio management systemFIS
Best multi-family office $10bn to $25bnKey Family Wealth
Best multi-family office over $25bnJDJ Family Office Services
Best multi-family office under $10bnTAG Associates
Best outsourced CIOPennington Partners
Best partnership accounting systemPlumb
Best philanthropic/education initiativeBank 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
Private Wealth Systems