PAM Awards 2013
Tue, 12/02/2013 - 18:00 - 23:00
Cipriani, 42nd Street, New York

The PAM Awards, organized by PAM magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry.

The 2013 Awards were announced on Tuesday, February, 12, at the stunning Cipriani, 42nd Street, New York.

AWARDS WINNERS

Best private wealth manager - performance - under $5bn

Constellation Wealth Advisors

Best private wealth manager - performance - over $5bn

Brown Advisory

Best private wealth manager - client service - under $5bn

Silver Bridge

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

Tiedemann Wealth Management

Best private wealth manager - under $5bn

Sanctuary Wealth Services

Best private wealth manager - over $5bn

Northern Trust

Private banking - North America

First Republic Bank

Private banking - client service

U.S. Trust

Private banking - innovation

Private Client Resources
U.S. 

Best wealth manager - long-term performance (3 years)

Atlantic Trust

Private client investment platform - client service

Convergent Wealth Advisors

Private client investment platform - performance

Harris myCFO

Private client investment platform - innovation

Dynasty Financial Partners

Highly commended - CAIS

Best trustee services

Brown Brothers Harriman

Best multi-family office - client service - under $2.5bn

Market Street Trust Company

Best multi-family office - client service - over $2.5bn

HPM Partners

Highly commended - Ascent Private Capital Management of U.S. Bank

Best multi-family office - overall - under $2.5bn

Pathstone Family Office

Best multi-family office - overall - over $2.5bn

Harris myCFO

Highly commended - HPM Partners

Best single family office service provider

Fidelity Family Office Services

Best multi-family office service provider

Pershing Advisor Solutions

Best newcomer - advisory consulting

Advisor Growth Strategies

Best newcomer - private wealth manager

Ascent Private Capital Management of U.S. Bank

Best law firm - private client

Handler Thayer

Best law firm - client service

Lowenstein Sandler

Highly commended - Holland & Knight

Best overall law firm

Kozusko Harris Duncan

Best family office consulting firm

graymatter Strategies

Best technology platform

InvestEdge

Best philanthropic/educational initiative

Foundation Source

Best lifestyle firm

Aston Pearl

Highly commended - Lifestylist Advisory

Best high-net-worth insurance firm

Marsh Private Client Services

Highly commended - Synergy Life Brokerage Group

Outstanding Contribution

G. Scott Clemons, Brown Brothers Harriman

CATEGORIES

Wealth Management

  • Best private wealth manager - over $5bn
  • Best private wealth manager - under $5bn
  • Best private wealth manager - performance - over $5bn
  • Best private wealth manager - performance - under $5bn
  • Best private wealth manager - client service - over $5bn
  • Best private wealth manager - client service - under $5bn
  • Private banking - North America
  • Private banking - client service
  • Private banking - innovation
  • Private client investment platform - client service
  • Private client investment platform - performance
  • Private client investment platform - innovation
  • Best multi-family office - overall - over $2.5bn
  • Best multi-family office - overall - under $2.5bn
  • Best multi-family office - client service - over $2.5bn
  • Best multi-family office - client service - under $2.5bn
  • Best single family office service provider
  • Best multi-family office service provider
  • Best trustee services
  • Best newcomer - asset management
  • NEW: Best wealth manager - long-term performance (3 years)

Download the entry form: Wealth Management

Advisory

  • Best newcomer - advisory consulting
  • Best philanthropic/educational initiative
  • Best non-investment family office
  • Best lifestyle firm
  • Best technology platform
  • Best family office consulting firm
  • Best high-net-worth insurance firm

Download the entry form: Advisory

Legal

  • Best law firm - private client
  • Best law firm - client service
  • Best overall law firm

Download the entry form: Legal

Entries for the PAM Awards 2013 are now closed.

The judging process, using an independent panel, made-up of industry experts, will be based on a mixture of qualitative and quantitative performance indicators.  Successful candidates must demonstrate:

1 Financial progress: candidates must be able to demonstrate a performance track-record over the course of the last twelve months

2 Growth: client numbers, internal hires and geographic expansion

3 Client satisfaction: provide evidence of client satisfaction, including anecdotes and direct client statements

4 Product innovation: details of new services and products launched over the course of 2012.

All applicants are encouraged not to exceed 500 words per question. Although the answers will form the basis of the adjudication process, the PAM judges will also consider additional supporting documentation, including case studies.

The PAM Awards 2013 took place on the evening of Tuesday, 12, February, 2013, and were presented at a gala dinner and ceremony.

Interested in taking part in the 2014 event?

To find out more contact:

Lucy Guest
+44 (0) 20 7832 6615
l.guest@pammagazine.com

The judging process, using an independent panel, made-up of industry experts, will be based on a mixture of qualitative and quantitative performance indicators.  Successful candidates must demonstrate:

1 Financial progress: candidates must be able to demonstrate a performance track-record over the course of the last twelve months

2 Growth: client numbers, internal hires and geographic expansion

3 Client satisfaction: provide evidence of client satisfaction, including anecdotes and direct client statements

4 Product innovation: details of new services and products launched over the course of 2012.

Private Asset Management are pleased to announce the shortlist for the 2013 PAM Awards. Winners will be announced at a prestigious ceremony taking place on Tuesday, February, 12 at the stunning Cipriani, 42nd Street, New York.

To book your table for the Awards, please contact:

Indira Peters
(212) 268-4919 or i.peters@pageantmedia.com

AWARDS SHORTLIST

Best private wealth manager - performance - under $5bn

Clear Harbor Asset Management
Constellation Wealth Advisors
SEI Private Wealth Management
Silver Bridge

Best private wealth manager - performance - over $5bn

Atlantic Trust
Ballentine Partners
Brown Advisory
Brown Brothers Harriman
Harris myCFO

Best private wealth manager - client service - under $5bn

Clear Harbor Asset Management
Constellation Wealth Advisors
HAGIN Investment Management
LLBH Private Wealth Management
SEI Private Wealth Management
Silver Bridge

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

Ascent Private Capital Management of U.S. Bank
Atlantic Trust
Convergent Wealth Advisors
First Republic Bank
Northern Trust
Tiedemann Wealth Management 

Best private wealth manager - under $5bn

Fieldpoint Private
HAGIN Investment Management
LLBH Private Wealth Management
Sanctuary Wealth Services
Silver Bridge

Best private wealth manager - over $5bn

Atlantic Trust
Brown Advisory
Brown Brothers Harriman
First Republic Bank
Northern Trust
Tiedemann Wealth Management

Private banking - North America

Brown Brothers Harriman
Fieldpoint Private
First Republic Bank
Keystone Global Partners
Northern Trust
U.S. Trust

Private banking - client service

Brown Brothers Harriman
Fieldpoint Private
First Republic Bank
Northern Trust
Private Client Resources
U.S. Trust

Private banking - innovation

Brown Brothers Harriman
Fieldpoint Private
Keystone Global Partners
Northern Trust
Private Client Resources
U.S.  U.S. Trust

Best wealth manager - long-term performance (3 years)

Accretive Capital Partners
Atlantic Trust
Brown Advisory
Brown Brothers Harriman
Capital Innovations
Constellation Wealth Advisors 

Private client investment platform - client service

Alliance Bernstein
CAIS
Convergent Wealth Advisors
Dynasty Financial Partners
InvestEdge
Private Client Resources

Private client investment platform - performance

Brown Advisory
Harris myCFO
InvestEdge
Neuberger Berman

Private client investment platform - innovation

CAIS
Dynasty Financial Partners
InvestEdge
Merrill Lynch Managed Solutions Group
Private Client Resources
Tiedemann Wealth Management

Best trustee services

Atlantic Trust
Brown Brothers Harriman
New York Private Trust Company
Northern Trust
U.S. Trust

Best multi-family office - client service - under $2.5bn

HAGIN Investment Management
Keystone Global Partners
Market Street Trust Company
Pathstone Family Office

Best multi-family office - client service - over $2.5bn

Ascent Private Capital Management of U.S. Bank
Ballentine Partners
Constellation Wealth Advisors
Harris myCFO
HPM Partners
Northern Trust

Best multi-family office - overall - under $2.5bn

HAGIN Investment Management
Keystone Global Partners
Market Street Trust Company
Pathstone Family Office

Best multi-family office - overall - over $2.5bn

Ascent Private Capital Management of U.S. Bank
Ballentine Partners
Constellation Wealth Advisors
Fieldpoint Private
Harris myCFO
HPM Partners

Best single family office service provider

Fidelity Family Office Services
Northern Trust
Pershing Advisor Solutions
Private Client Resources

Best multi-family office service provider

Ascent Private Capital Management of U.S. Bank
Ballentine Partners
Fidelity Family Office Services
HPM Partners
Pershing Advisor Solutions
Private Client Resources

Best newcomer - advisory consulting

Advisor Growth Strategies
Baker Currie Global
Cook Maran & Associates
Mariner Wealth Advisors
The Rudin Group

Best newcomer - private wealth manager

Ascent Private Capital Management of U.S. Bank
Capital Innovations
Keystone Global Partners

Best law firm - private client

Cantor & Webb
Handler Thayer
Holland & Knight
Kozusko Harris Duncan
Lowenstein Sandler

Best law firm - client service

Handler Thayer
Holland & Knight
Kozusko Harris Duncan
Lowenstein Sandler

Best overall law firm

Handler Thayer
Holland & Knight
Kozusko Harris Duncan
Lowenstein Sandler

Best family office consulting firm

Aston Pearl
Baker Currie Global
graymatter Strategies
Mack International
Teresa Leigh Household Risk Management

Best technology platform

Dynasty Financial Partners
InvestEdge
Private Client Resources
Summitas

Best philanthropic/educational initiative

Foundation Source
Philanthropy Indaba
The Redwoods Initiative
Strategic Philanthropy

Best lifestyle firm

Advisor Growth Strategies
Aston Pearl
Lifestylist Advisory
Philanthropy Indaba
Teresa Leigh Household Risk Management

Best high-net-worth insurance firm

Cook Maran & Associates
Crystal & Company
Marsh Private Client Services
Privilege Underwriters Reciprocal Exchange (PURE)
SHG Financial Group
Synergy Life Brokerage Group
 

Sponsors of the PAM Awards 2013 will be announced shortly.