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
+SUBSCRIBE


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