Weath Management Categories
|
| Outstanding Contribution |
Mark Tibergien |
Best fund product for HNW clients
|
|
Best liquid alternatives solution
|
|
Best multi-family office - client service - over $2.5bn
|
|
Best multi-family office - client service - under $2.5bn
|
| Market Street Trust Company |
|
Best multi-family office - overall - new product
|
|
Best multi-family office - overall - over $2.5bn
|
Winner: CTC | myCFO
Highly Commended: Hawthorn
PNC Family Wealth |
|
Best multi-family office - overall - under $2.5bn
|
|
Best multi-family office service provider
|
| Ascent
Private Capital Management of U.S. Bank |
|
Best newcomer - private wealth manager
|
Winner: Keystone Global Partners
Highly Commended: Northland Wealth Management |
|
Best private wealth manager - client service - over $5bn
|
| Tiedemann Wealth Management |
|
Best private wealth manager - client service - under $5bn
|
Winner: Forbes Family Trust
Highly Commended: SEI |
|
Best private wealth manager - new product
|
|
Best private wealth manager - over $5bn
|
Winner: Brown Advisory
Highly Commended: Capital Group Private Client Services |
|
Best private wealth manager - performance - over $5bn
|
| Constellation Wealth
Advisors |
|
Best private wealth manager - performance - under $5bn
|
| Spruce Investment Advisors |
|
Best private wealth manager - under $5bn
|
Winner: Fieldpoint Private
Highly Commended: LLBH Private Wealth Mngt |
|
Best RIA for HNW advisory
|
| Independence by Convergent (a
division of Convergent Wealth Advisors) |
|
| Best single family office service provider |
|
| Best trustee services |
|
| Best wealth manager - long term performance (3 years) |
Winner: Brown Brothers Harriman
Highly Commended: Harris Associates |
|
| Private banking - client service |
|
| Private banking - innovation |
| Pershing Advisor Solutions , a
BNY Mellon company |
|
| Private banking - new product |
| Boston Private Bank &
Trust Company |
|
| Private banking - North America |
|
| Private banking - overall |
|
| Private client investment platform - client service |
|
| Private client investment platform - innovation |
| Dynasty Financial Partners |
|
| Private client investment platform - new product |
| Wealth Advisors Trust Company |
|
Private client investment platform - performance
|
| Spruce Investment Advisors |
|
| Advisory Categories |
Best family office consulting firm |
|
| Best high-net-worth insurance broker |
Winner: Marsh Private Client Services
Highly commended: HUB International |
|
| Best high-net-worth insurance company |
Winner: Chubb Group of Insurance
Companies
Highly commended: ACE Group |
|
| Best lifestyle firm |
| Teresa Leigh Household Risk
Management |
|
| Best philanthropic/educational initiative |
|
| Best reporting solution |
Winner: Private Client Resources
Highly Commended: Addepar |
|
| Best technology platform |
|
Best wealth solution
|
|
| Legal Categories |
| Best law firm - private client |
|
| Best law firm - client service |
|
| Best overall law firm |
|
