Tuesday 7 February 2012
Private Asset Management (PAM) Awards returns for 2012 to recognize and reward those who have successfully serviced high-net-worth individuals in an increasingly complex economic environment and have proved true ability in all seasons. The Awards are organised by PAM magazine.
Over the past year, has your business demonstrated:
- Consistent financial progress?
- Growth in client numbers, internal hires and geographic expansion?
- Excellence in client satisfaction?
- Innovative new products/ services?
Then you should enter the PAM Awards 2012! Please note that entries for the 2012 Awards are now closed.
2012 WINNERS
| Category | Winner |
| Best private wealth manager - over $5bn |
Tiedemann Wealth Management |
| Best private wealth manager - under $5bn |
Spruce Private Investors |
| Best private wealth manager - performance - over $5bn | Brown Advisory |
|
Highly commended - Atlantic Trust |
|
| Best private wealth manager - performance - under $5bn |
Silver Bridge |
| Best private wealth manager - client service - over $5bn |
Aspiriant |
| Best private wealth manager - client service - under $5bn |
Silver Bridge |
| Best multi-family office - overall - over $2.5bn |
GenSpring Family Offices |
| Best multi-family office - overall - under $2.5bn |
Lowenhaupt Global Advisors |
| Best multi-family office - client service - over $2.5bn |
Harris myCFO |
| Best multi-family office - client service - under $2.5bn |
Pathstone Family Office |
| Best single family office service provider |
Fidelity Family Office Services |
| Best multi-family office service provider |
Rothstein Kass |
| Best family office service provider - client service | Pershing Advisor Solutions, a BNY Mellon company |
|
Highly commended - Teresa Leigh Household Risk Management |
|
| Private banking - North America |
Brown Brothers Harriman |
| Private banking - client service |
First Republic Bank |
| Private banking - innovation |
Private Client Resources |
| Private client investment platform - client service |
Merrill Lynch |
| Private client investment platform - performance |
Atlantic Trust |
| Private client investment platform - innovation |
Bernstein Global Wealth Management |
| Best newcomer - asset management |
HPM Partners |
| Best newcomer - advisory consulting | Dynasty Financial Partners |
|
Highly commended - Frank Crystal & Company |
|
| Best trustee services |
Fiduciary Trust Company International |
| Best law firm - private client |
Holland & Knight |
| Best law firm - client service |
Kozusko Harris Duncan |
| Best overall law firm |
Handler Thayer, Attorneys and Counselors at Law |
| Outstanding Contribution | WorldClinic |
| Highly commended - Institute for Wealth Management Standards |
CONTACTS
- For sponsorship enquiries, please contact:
Lucy Guest, Commercial Manager
+44 (0) 20 7029 4052 or l.guest@pageantmedia.com
- For table booking enquiries, please contact:
Indira Peters
(212) 268-4919 or i.peters@pageantmedia.com
- For event queries, please contact:
Karla Henderson, Event Manager
+44 (0) 20 7029 4015 or k.henderson@pageantmedia.com
JUDGING CRITERIA
The PAM Awards are designed for investment professionals and wealth advisors, operating within the private asset management industry, who have proved themselves over the course of 2011. 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 2011.
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.
Questions
1 Please provide a summary of your business model, including countries of operation, client numbers and services/products offered.
2 Please provide a summary of how your business has grown in 2011 – including customer numbers and size/growth of client assets
3 How have you developed your chosen category’s offering in 2011? Can you provide examples of product innovation, performance (if necessary, please forward excel sheets with performance figures) and how your company has dealt with the challenges (ex: new regulation) of the last year.
4 Please provide any additional detail in support of your application (max 500 words)
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