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

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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

Harriet Spence, Event Manager
h.spence@pageantmedia.com
+44 (0) 20 7832 6577

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