PAM 2012 Awards
Cipriani 42nd Street, New York
Tue, 07/02/2012 - 18:00 - 22:30

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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