PAM Awards 2015

 

PAM Awards 2015: The PAM Awards 2015 will be held at Cipriani 42nd Street, NY on Monday 2 February. The website and entries will be open early October. For further details please contact: Beth Hall b.hall@pageantmedia.com

 

PAM Awards 2014: 6:30pm, Monday February 24, 2014 583 Park Avenue, New York  Rewarding excellence and innovation in Private Asset Management

ABOUT
2014 awards logo The Private Asset Management Awards recognise and reward those who have successfully serviced high-net-worth individuals in an increasingly complex economic environment. Now in their 4th year, the Awards are a much sought-after industry accolade. All winners were announced at an evening ceremony, where guests were able to enjoy a drinks reception and meal, as well as benefit from ample opportunities for networking. The Awards celebrated those who have provided exceptional client service to the private asset management industry over the past 12 months.
2014 WINNERS
2014 awards logo Private Asset Management are delighted to announce the winners of the PAM Awards 2014: Wealth management Best private wealth manager – performance – under $5bn Pathstone Family Office Best private wealth manager – performance – over $5bn Harris Associates Best private wealth manager – client service – under $5bn HSW Advisors, HighTower Best private wealth manager – client service – over $5bn Ascent Private Capital Management of U.S. Bank Best private wealth manager – under $5bn Constellation Wealth Advisors Highly commended: Traust Sollus Wealth Management Best private wealth manager – over $5bn Brown Advisory Highly commended: Convergent Wealth Advisors Best private wealth manager – new product Atlantic Trust Private banking – North America Bank of the West Private banking – client service Citi Private Bank Private banking – innovation Yapi ve Kredi Bankası A.Ş. Private banking – new product Pershing Advisor Solutions Highly commended: Emigrant Bank/New York Private Bank & Trust Private banking – overall First Republic Bank Best wealth manager – long-term performance (3 years) Brown Brothers Harriman Best wealth solution Tiedemann Wealth Management Private client investment platform – client service Ascent Private Capital Management of U.S. Bank Highly commended: Keystone Global Partners Private client investment platform – performance CTC Consulting | Harris myCFO Private client investment platform – innovation Dynasty Financial Partners Private client investment platform – new product InvestEdge Best trustee services Bank of America U.S. Trust Highly commended: Wealth Advisors Trust Company Best multi-family office – client service – under $2.5bn Banyan Partners Highly commended: Market Street Trust Company Best multi-family office – client service – over $2.5bn Atlantic Trust Best multi-family office – overall – under $2.5bn Forbes Family Trust Best multi-family office – overall – over $2.5bn Hawthorn, PNC Family Wealth Best multi-family office – overall – new product LLBH Private Wealth Management Best single family office service provider Northern Trust Highly commended: The Rothstein Kass Family Office Group, Rothstein Kass Best multi-family office service provider Fidelity Family Office Services Best newcomer – private wealth manager AM Global Family Investment Office Advisory Best family office consulting firm Aston Pearl Best technology platform Advent Software Highly commended: SunGard Best reporting solution Private Client Resources Highly commended: WealthTouch Best philanthropic/educational initiative Yapi ve Kredi Bankası A.Ş. Best lifestyle firm Aston Pearl Best high-net-worth insurance company ACE Private Risk Services Highly commended: Synergy Life Brokerage group Best high-net-worth insurance broker Crystal & Company Legal Best law firm – private client Handler Thayer Best law firm – client service Lowenstein Sandler Best overall law firm Withers Bergman Outstanding contribution Jud Bergman, Envestnet
SHORTLIST
Private Asset Management are delighted to announce the shortlist for the PAM Awards 2014: Wealth Management Categories: Best private wealth manager – performance – under $5bn Accretive Capital Partners Algonquin Advisors Constellation Wealth Advisors Pathstone Family Office SEI Private Wealth Management Best private wealth manager – performance – over $5bn Atlantic Trust Brown Advisory Brown Brothers Harriman Harris Asscoiates Best private wealth manager – client service – under $5bn Banyan Partners Constellation Wealth Advisors HSW Advisors, HighTower Keystone Global Partners LLBH Private Wealth Management SEI Private Wealth Management Traust Sollus Wealth Management Best private wealth manager – client service – over $5bn Ascent Private Capital Management of U.S. Bank Aspiriant Atlantic Trust Brown Brothers Harriman Convergent Wealth Advisors CTC Consulting | Harris myCFO Tiedemann Wealth Management Best private wealth manager – under $5bn Accretive Capital Partners Clear Harbor Asset Management Constellation Wealth Advisors HSW Advisors, HighTower LLBH Private Wealth Management Sanctuary Wealth Services SEI Private Wealth Management Traust Sollus Wealth Management Best private wealth manager – over $5bn Ascent Private Capital Management of U.S. Bank Aspiriant Atlantic Trust Brown Advisory Brown Brothers Harriman Convergent Wealth Advisors First Republic Bank Tiedemann Wealth Management Best private wealth manager – new product Atlantic Trust Bank of the West Traust Sollus Wealth Management Private banking – North America Bank of America U.S. Trust Bank of the West Brown Brothers Harriman Citi Private Bank First Republic Bank Merrill Lynch Wealth Management, Private Banking & Investment Group Northern Trust Private banking – client service Bank of America U.S. Trust Brown Brothers Harriman Citi Private Bank Northern Trust Yapi ve Kredi Bankası A.Ş. Private banking – innovation Northern Trust Pershing Advisor Solutions Private Client Resources WealthTouch Yapi ve Kredi Bankası A.Ş. Private banking – new product Bank of America U.S. Trust Bank of the West Emigrant Bank/New York Private Bank & Trust Pershing Advisor Solutions Private banking – overall Bank of America U.S. Trust Bank of the West Citi Private Bank Emigrant Bank/New York Private Bank & Trust First Republic Bank Merrill Lynch Wealth Management, Private Banking & Investment Group Best wealth manager – long-term performance (3 years) Accretive Capital Partners Brown Advisory Brown Brothers Harriman Constellation Wealth Advisors Private client investment platform – client service Ascent Private Capital Management of U.S. Bank Brown Brothers Harriman Dynasty Financial Partners Independence by Convergent InvestEdge Keystone Global Partners Tiedemann Wealth Management Private client investment platform – performance Brown Advisory Brown Brothers Harriman CTC Consulting | Harris myCFO Neuberger Berman Private client investment platform – innovation Bank of the West Dynasty Financial Partners Independence by Convergent InvestEdge Keystone Global Partners Tiedemann Wealth Management Private client investment platform – new product Dynasty Financial Partners InvestEdge Trov Best trustee services Atlantic Trust Bank of America U.S. Trust Brown Brothers Harriman Northern Trust Wealth Advisors Trust Company Best multi-family office – client service – under $2.5bn Banyan Partners Forbes Family Trust HAGIN Investment Management Keystone Global Partners LLBH Private Wealth Management Market Street Trust Company Pepper International WE Family Offices Best multi-family office – client service – over $2.5bn Ascent Private Capital Management of U.S. Bank Atlantic Trust CTC Consulting | Harris myCFO Geller & Company GenSpring Family Offices Best multi-family office – overall – under $2.5bn Banyan Partners Forbes Family Trust HAGIN Investment Management Keystone Global Partners LLBH Private Wealth Management Pepper International Best multi-family office – overall – over $2.5bn Ascent Private Capital Management of U.S. Bank Atlantic Trust CTC Consulting | Harris myCFO GenSpring Family Offices Hawthorn, PNC Family Wealth Best multi-family office – overall – new product Atlantic Trust Forbes Family Trust Hawthorn, PNC Family Wealth Keystone Global Partners LLBH Private Wealth Management Pathstone Family Office Best single family office service provider Northern Trust Pepper International Private Client Resources Summitas Teresa Leigh Household Risk Management Best multi-family office service provider Ascent Private Capital Management of U.S. Bank Atlantic Trust Banyan Partners CTC Consulting | Harris myCFO Fidelity Family Office Services Pershing Advisor Solutions Teresa Leigh Household Risk Management The Rothstein Kass Family Office Group, Rothstein Kass Best newcomer – private wealth manager AM Global Family Investment Office Madeira Global Poliwogg Yapi ve Kredi Bankası A.Ş. Legal Categories: Best law firm – private client Cantor & Webb Gibney, Anthony & Flaherty Handler Thayer Holland & Knight Withers Bergman Best law firm – client service Handler Thayer Holland & Knight Lowenstein Sandler Best overall law firm Handler Thayer Holland & Knight Lowenstein Sandler Withers Bergman Advisory categories: Best family office consulting firm Aston Pearl Baker Currie Global graymatter Strategies Mack International Pepper International Winston Art Group Best technology platform Advent Software Charles River Development Equipos InvestEdge Private Client Resources Rockit Solutions SunGard Trov Best reporting solution Advent Software Equipos InvestEdge Private Client Resources WealthTouch Best philanthropic/educational initiative Philanthropy Indaba Strategic Philanthropy Yapi ve Kredi Bankası A.Ş. Best lifestyle firm Aston Pearl Black Bag Cassford Management Lifestylist Advisory Teresa Leigh Household Risk Management Best high-net-worth insurance company ACE Private Risk Services AIG (Private Clients) Privilege Underwriters Reciprocal Exchange (PURE) Synergy Life Brokerage Group Best high-net-worth insurance broker Crystal & Company HUB International Personal Insurance Marsh Private Client Services Personal Risk Management Solutions York International Agency
JUDGING
Judging process 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 2013. 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 2013 The judging panel will comprise representatives from PAM and leading industry experts. Each member of the judging panel will have an equal vote in choosing the winners in each category. Decisions should be unanimous, but a majority will suffice.
AWARDS HOST
2014 awards logo The host of this year’s PAM awards will be Mark Mardell. Mark is the North American Editor for BBC News, having previously served as the BBC’s Europe editor based in Brussels. Starting out in local then national radio, he moved to the BBC in 1989 as a political correspondent. He spent 8 years as political editor of the corporation’s flagship late night current affairs programme, Newsnight during which time he covered many political stories including the fall of Margaret Thatcher and the rise of Tony Blair. Before moving to Brussels, he was Chief Political Correspondent based in Westminster.

Mark Mandell PAM awards host 2014

  

2013 WINNERS
2014 awards logo A list of the 2013 award winners is included below: 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

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

  • Winner: 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

  • Winner: 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

  • Winner: 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

  • Winner: 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

  • Winner: Aston Pearl
  • Highly Commended: Lifestylist Advisory

Best high-net-worth insurance firm

  • Winner: Marsh Private Client Services
  • Highly Commended: Synergy Life Brokerage Group

Outstanding contribution

  • G. Scott Clemons, Brown Brothers Harriman
EVENT INFORMATION
2014 awards logo The Private Asset Management Awards take place in the evening of Monday February 24, 2014 at 583 Park Avenue, New York. The venue: 583 Park Avenue At 63rd Street and Park Avenue New York, NY 10065 Phone: 212.583.7200 For further information about venue, please click here. Timings: Drinks reception: 18:30 Dinner: 19:30 Awards ceremony: 21:00 Bar: 22:00 Event close: 22:30 Dress code: Black tie preferable
CONTACT
2014 awards logo To find out more about the Private Asset Management Awards, please contact a member of the event team: General information Beth Hall, Head of Events b.hall@pageantmedia.com +44 (0) 20 7832 6576
Add Comment Register



Leave a Reply

Your email address will not be published. Required fields are marked *

CAPTCHA Image

*

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>