Held at the stunning venue of the Mandarin Oriental in New York, Family Wealth Report Awards 2015 promises to be a must-attend event at which outstanding individuals and firms in the industry will be honoured for their achievements.

(An earlier version of this news item appeared on Family Wealth Report, sister publication to this one.)

Held at the stunning venue of the Mandarin Oriental in New York, Family Wealth Report Awards 2015 promises to be a must-attend event at which outstanding individuals and firms in the industry will be honoured for their achievements.

After an extensive judging process, the panel of experts has arrived at a shortlist on categories ranging from family offices to financial technology. The winners will be announced on March 12. Separately, there will be a number of “editor’s awards” to be revealed on the same date.

The awards ceremony is a great opportunity for people to network, make new friends and re-connect with old ones. Taking a slick and businesslike approach, the organizers of the program also hope this evening will give guests as much time as possible to enjoy themselves and fit the event with their busy schedules.

This publication is once again deeply grateful to the panel of judges for offering their time and expertise in helping sift through the entries. The judging process is designed to be as rigorous as possible and avoid conflicts of interest. Readers can see who the judges are here. For more information about the venue, the sponsors and other information about the awards, click here.

We hope everyone who attends has a great evening.

FAMILY OFFICE CATEGORIES  

Multi-family office (up to and including $5 billion AuM/AuA)

ORGANISATIONS

Athena Capital Advisors

Geller Family Office Services

Lowenhaupt Global Advisors

Market Street Trust Company

Pitcairn

Vogel Consulting

WE Family Office

Multi-family office (above $5 billion AuM/AuA)

ORGANISATIONS

Ascent Private Capital Management of U.S. Bank

BNY Mellon Wealth Management

CTC | my CFO

GenSpring Family Offices

Rockefeller & Co

Multi-family office (national)

ORGANISATIONS

Ascent Private Capital Management of U.S. Bank

Aspiriant

Atlantic Trust

Bessemer Trust

Convergent Wealth Advisors

CTC | my CFO

GenSpring Family Offices

Multi-family office (regional)

ORGANISATIONS

Athena Capital Advisors

Century Wealth Management

Clarfeld Financial Advisors

Forbes Family Trust

Vogel Consulting

Multi-family office (new entrant)

ORGANISATIONS

AM Global Family Investment Office

Delegate Advisors

FFO (Flynn Family Office)

JDJ Family Office Services

Manchester Capital Management

Multi-family office (client initiative)

ORGANISATIONS

Ascent Private Capital Management of U.S. Bank

Atlantic Trust

Forbes Family Trust

Hawthorn, PNC Family Wealth

Pitcairn

PRIVATE BANKING CATEGORIES

US private bank

ORGANISATIONS

BNY Mellon Wealth Management

Brown Brothers Harriman

Citi Private Bank

First Republic Bank

US Trust

Canadian private bank

ORGANISATIONS

Citi Private Bank

RBC Wealth Management

Private bank – wealth structuring offering

ORGANISATIONS

Brown Brothers Harriman

Hawthorn, PNC Family Wealth

RBC Wealth Management

Private bank - offering for family offices

ORGANISATIONS

Ascent Private Capital Management of U.S. Bank

BNY Mellon Wealth Management

Citi Private Bank

Hawthorn, PNC Family Wealth

Northern Trust – Global Family & Private Investment Office

INVESTMENT MANAGEMENT CATEGORIES

Canadian wealth manager/wealth management offering

ORGANISATIONS

BNY Mellon Wealth Management, Advisory Services

Northland Wealth Management

Private client investment platform

ORGANISATIONS

Ascent Private Capital Management of U.S. Bank

Atlantic Trust

Brown Brothers Harriman

Citi Private Bank

RBC Global Asset Management

ASSET MANAGEMENT CATEGORIES

Alternative asset manager

ORGANISATIONS

Abbot Downing

Atlantic Trust

Bessemer Trust

Blackstone

Citi Private Bank

National private asset manager

ORGANISATIONS

Abbot Downing

Atlantic Trust

Bessemer Trust

BNY Mellon Wealth Management

Brown Brothers Harriman

BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS

ORGANISATIONS

BNY Mellon Wealth Management

Columbia Management

Hawthorn, PNC Famly Wealth

Northern Trust – Global Family & Private Investment Office

Wells Fargo Asset Management

MARKETING/PR CATEGORIES

Brand launch/relaunch

ORGANISATIONS

Aspiriant

Evercore Wealth Management

FF0 (Flynn Family Office)

Hawthorn, PNC Family Wealth

Where Americans Are Welcome

Withers Consulting Group

Best PR programme

ORGANISATIONS

Fiduciary Trust Company International

RBC Wealth Management/Capgemini

SEI

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PRIVATE CLIENT CATEGORIES

Legal team

ORGANISATIONS

Cantor & Webb

Handler Thayer

Independent trust or fiduciary company

ORGANISATIONS

Fiduciary Trust Company International

Perspecta Trust

CONSULTANTS TO FAMILY OFFICE CATEGORIES

Investment advice

ORGANISATIONS

Altair Advisers

CTC | my CFO

Fiduciary Trust Company International

Forbes Family Trust

Northern Trust – Global Family & Private Investment Office

Tax advice

ORGANISATIONS

Cantor & Webb

CTC | my CFO

FFO (Flynn Family Office)

O’Connor Davies

Management consultancy

ORGANISATIONS

Family Office Metrics

Oakbrook Solutions

Withers Consulting Group

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

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Front office solution

ORGANISATIONS

Advent Software

NexJ Systems

SunGard

WealthCloud

WealthTouch

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to technology vendors only)

Portfolio management

ORGANISATIONS

Advent Software

Charles River Development

Envestnet l Tamarac

InvestEdge

SunGard

Client communications and reporting

ORGANISATIONS

Advent Software

Envestnet l Tamarac

InvestCloud

InvestEdge

WealthTouch

Outsourcing solution

ORGANISATIONS

Envestnet

Private Client Resources

Rockit Solutions

SunGard

Vestmark

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organisation)

Best implementation of a technology solution

ORGANISATIONS

InvestEdge

O’Connor Davies

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES (open to any organisation)

Risk management

ORGANISATIONS

Forbes Family Trust

Milltrust International

RiXtrema

CRM system

ORGANISATIONS

Advent Software

Backstop Solutions Group

Netage Soutions

NexJ Systems

WealthCloud

Onboarding

ORGANISATIONS

Appway

NexJ Systems

O’Connor Davies

WealthCloud

Innovative client solution

ORGANISATIONS

AIG

Capgemini  

Geller Family Office Services

Hawthorn, PNC Family Wealth

Milltrust International Group

OTHER WEALTH MANAGEMENT CATEGORIES

Insurance solution

ORGANISATIONS

AIG

Chubb Group of Insurance Companies

Crystal & Company

Privilege Underwriters Reciprocal Exchange (PURE)

Concierge solution

ORGANISATIONS

Cassford Management

Lifestylist Advisory

Majestery LLC

Responsible investing

ORGANISATIONS

Rockefeller & Co

TIAA-CREF Asset Management

Veris Wealth Partners

Leading individual (advisor)

ORGANISATIONS

GenSpring Family Offices – Chris Trokey

SEI – Duane Oakes

Philanthropy offering

ORGANISATIONS

Atlantic Trust

Hawthorn, PNC Family Wealth

Market Street Trust Co

National Philanthropic Trust

US Trust

Women in wealth management (Individual contribution)

ORGANISATIONS

Bessemer Trust – Rebecca Patterson

Fiduciary Trust Company International – Gail Cohen

GenSpring Family Offices – Daisy Medici

Rockefeller & Co – Loraine Tsavaris

Vogel Consulting – Rhona Vogel

Woman in wealth management (company contribution)

ORGANISATIONS

Aspiriant

Atlantic Trust

Market Street Trust Company

RBC Wealth Management

US Trust

Outstanding contribution to wealth management thought leadership (Individual)

ORGANISATIONS

Ascent Private Capital Management of US Bank – Michael Cole

Lowenhaupt Global Advisors – Charles Lowenhaupt

Tamarind Partners – Kirby Rosplock

VERITAGE – Francesco Lombardo

Wise Counsel Research – Dr Keith Whitaker

Outstanding contribution to wealth management thought leadership (company)

ORGANISATIONS

Accenture

Bessemer Trust

Pitcairn

RBC Wealth Management

Scorpio Partnership