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Judges Arrive At Shortlist For Family Wealth Report Awards 2015
Eliane Chavagnon
23 December 2014
(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 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 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) 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
ASSET MANAGEMENT CATEGORIES