PAM Awards 2017 Winners |
Here is the full list of winners from the 2017 PAM Awards. If you are viewing this page on a small screen, click here to view the winners list.
CATEGORY | WINNER | HIGHLY COMMENDED |
Outstanding Contribution | P. Scott Gregorchuk | |
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Best private wealth manager - client service - under $5bn | Chilton Trust Company | Fieldpoint Private |
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Best private wealth manager - client service - over $5bn | Abbot Downing | Bank of the West Wealth Management Group |
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Best private wealth manager - under $5bn | LLBH Private Wealth Management | |
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Best private wealth manager - over $5bn | The Commerce Trust Company | |
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Best private wealth manager - overall | Citi Private Bank | Forbes Family Trust |
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Best new product for HNW advisory | Pershing/Lockwood Advisors | Opportunity Network |
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Private banking - client service | Brown Brothers Harriman | Ascent Private Capital Management of U.S. Bank |
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Private banking - performance | Key Private Bank | |
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Private banking - innovation | Bank of the West Wealth Management Group | |
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Private banking - overall | First Republic Bank | Citi Private Bank |
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Best investment platform - client service | Dynasty Financial Partners | |
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Best investment platform - performance | Atlantic Trust | |
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Best investment platform - innovation | Artivest | SS&C Advent - Advent Portfolio Exchange |
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Best trustee service | Fiduciary Trust Company | Eaton Vance Investment Counsel |
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Best multi-family office - client service - under $2bn | Northland Wealth Management | |
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Best multi-family office - client service - over $2bn | Boston Private | |
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Best multi-family office - overall - under $2bn | Keystone Global Partners | |
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Best multi-family office - overall - over $2bn | Pathstone | |
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Best outsourced CIO solution | Envestnet | |
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Best family office service provider | Private Wealth Systems, Inc. (PWS) | Archway Technology Partners |
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Best consulting firm for family offices | Hawthorn, PNC Family Wealth | |
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Best lifestyle firm | Teresa Leigh Household Risk Management | |
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Best philanthropic/educational initiative | Inverness Counsel | |
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Best reporting solution - innovation | Masttro | |
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Best reporting solution - overall | Foundation Source | |
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Best technology platform | Fiserv Investment Services | |
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Best high-net-worth insurance company | Chubb | |
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Best high-net-worth insurance broker | Marsh Private Client Services | |
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Best RIA for HNW clients | The Sarian Group at HighTower | |
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Best fund product for HNW clients | iCapital Network | |
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Best private client law firm | Withers Bergman | |
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Best law firm - client service | Handler Thayer | Day Pitney |
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Best HNW security solution | TorchStone Global | |
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Best private client audit firm | PKF O'Connor Davies | |
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Best private tax solution | EisnerAmper | |
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Best trusts and estates division | Atlantic Trust | |
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Best newcomer | Private Wealth Systems, (PWS) | |
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Best fund manager private clients | Beacon VP Capital | |
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Best cyber security solution | Summitas | |