Category |
WINNER |
Outstanding
contribution |
Steve Prostano, Bank
of the West |
Best private
wealth manager - client service - under $5bn |
Waldron Private
Wealth |
Best private
wealth manager - client service - over $5bn |
Key Private Bank |
|
Highly commended:
Boston Private |
Best private
wealth manager - under $5bn |
Fieldpoint Private |
|
Highly commended:
Round Table Wealth Management |
Best private
wealth manager - over $5bn |
First Republic
Private Wealth Management |
|
Highly commended:
Fiduciary Trust Company |
Best private
wealth manager - overall |
Atlantic Trust
Private Wealth |
Best new
product for HNW advisory |
Envestnet |
Private
banking - client service |
Ascent Private
Capital Management of U.S. Bank |
Private
banking - innovation |
Private Client
Resources |
Private
banking - overall |
Citi Private Bank |
Best
investment platform - client service |
InvestEdge |
Best
investment platform - performance |
CTC | myCFO |
Best
investment platform - innovation |
SS&C Advent
Software - APX |
Best trustee
service |
Brown Brothers
Harriman |
Best
multi-family office - client service - under $2bn |
Delegate Advisors |
Best
multi-family office - client service - over $2bn |
Signature Family
Wealth |
|
Highly commended:
GenSpring Family Offices |
Best
multi-family office - overall - under $2bn |
Market Street Trust
Company |
Best
multi-family office - overall - over $2bn |
Pitcairn |
Best
outsourced CIO solution |
Dynasty Financial
Partners |
Best family
office service provider |
JDJ Family Office
Services |
|
Highly commended:
Silver Lane Advisors |
Best
consulting firm for family offices |
Family Office Metrics |
|
Highly commended:
Mack International |
Best lifestyle
firm |
Heritage Financial
Planning |
|
Highly commended:
Black Bag |
Best
philanthropic/educational initiative |
Inverness Counsel |
|
Highly commended:
Fidelity Charitable |
Best reporting
solution |
PKF O'Connor Davies |
Best
technology platform |
Archway Technology
Partners |
Best
high-net-worth insurance company |
Chubb Insurance |
|
Highly commended:
Lombard International |
Best
high-net-worth insurance broker |
Crystal & Company |
|
Highly commended:
Marsh Private Client Services |
Best RIA for
HNW clients |
Forbes Family Trust |
Best fund
product for HNW clients |
Artivest |
Best private
client law firm |
Cantor & Webb
P.A. |
Best law firm
- client service |
Withers Bergman |
Best HNW
security solution |
Summitas |
Best private
client audit firm |
Anchin, Block &
Anchin |
Best private
client tax solution |
EisnerAmper |
Best trusts
and estates division |
Tiedemann Wealth
Management |
Best newcomer |
Family Wealth
Advisors (Bank of the West) |
|
Highly commended:
Private Wealth Systems |