2023 Shortlist
The shortlist for the Private Asset Management Awards 2023 has now been released. With the calibre of entries as impressive as ever this year, a huge congratulations goes to everyone who has made the list!
Overall
Best philanthropic/educational initiative
Bank of America
Fiduciary Trust Charitable
Foundation Source
Mission Wealth
PNC Private Bank Hawthorn
The Family Office at Synovus
The Inheritance Project
ESG advocate of the year
Capital Dynamics
Ethic
Gitterman Wealth Management
Lisa Woll, US SIF
The Family Office as Synovus
Women in wealth advocate of the year - firm
Cambride Associates
Fisher Investments
Luminary
UBS Wealth Management
Wells Fargo Advisors
Women in wealth advocate of the year - Individual
Barbara Young, Third Wire Asset Management
Doris Meister, Wilmington Trust
Elizabeth Eldridge, Glenmede
Linda Mack, Mack International
Liz Fritz, F2 Partners
Mimi Drake, Cerity Partners
Family Office/Private Wealth Manager Awards
Best estate planning advisory service
Coastal Bridge Advisors
Fiduciary Trust Company
PNC Private Bank
Smithfield Trust Company
The Family Office at Synovus
Wilmington Trust
WMS Partners
Best family office - due diligence processes
GM Advisory Group
Northland Wealth Management
TAG Associates
The Family Office at Synovus
WMS Partners
Best family office - long-term investment philosophy
Cresset Asset Management
Pennington Partners
TAG Associates
The Family Office at Synovus
WMS Partners
Best firm culture - larger wealth management larger firms
Bernstein Private Wealth Management
Cerity Partners
Fisher Investments
Hightower Advisors
Kayne Anderson Rudnick Investment Management
Best firm culture - small and medium firms
Boston Family Advisors
Coastal Bridge Advisors
Great Diamond Partners
Huntington Private Bank
Mission Wealth
Nilsine Partners
Best high-net-worth investment platform
CIBC Private Wealth
Fifth Third Private Bank
iCapital
Pennington Partners
Third Wire Asset Management
Best multi-family office $10bn to $25bn
Key Family Wealth
Lido Advisors
The Family Office at Synovus
Alvarium Tiedemann | AlTi
Best multi-family office over $25bn
CIBC Private Wealth
Cresset
JDJ Family Office Services
NewEdge Wealth
PNC Private Bank Hawthorne
Best multi-family office under $10bn
Boston Family Advisors
Keystone Global Partners
MAI Capital
Northland Wealth
Pennington Partners
TAG Associates
WMS Partners
Best private wealth manager over $5bn - client service
Aspiriant
Cerity Partners
Creative Planning
Fiduciary Trust Company
Fisher Investments
Mercer Advisors
PNC Private Bank
Best private wealth manager under $5bn - client service
Coastal Bridge Advisors
Fortem Financial
Hollow Brook Wealth Management
Keystone
Smithfield Trust Company
Wealth Consulting Group
Best private wealth manager – performance
Anacapa Advisors
Fiduciary Trust Company
Hamilton Lane
Northland Wealth
Pennington Partners
Best thematic ESG investment offering
Ethic
Gitterman Wealth Management
PNC Private Bank
Alvarium Tiedemann | AlTi
UBS Wealth Management
DE&I initiative of the year
Bay Street Capital Holdings
BNY Mellon Pershing
Capital Dynamics
Fisher Investments
Hivers & Strivers
Mission Wealth
Manager or investment research professional of the year
Arthur Salzer, Northland Wealth Management
Josh Rowe, WMS
Ted Katramados, Director, TAG Associates
Private wealth management M&A deal of the year
Creative Planning
Cresset
Hightower Advisors
Family Office/ Wealth Manager Service Provider Awards
Best alts solution for private wealth firms
+SUBSCRIBE
Blue Owl Capital
CAIS
Hamilton Lane
iCapital
Third Wire Asset Management
Wellesley Asset Management
Best asset manager solution for family offices
Blue Owl Capital
Capital Dynamics
Exome Asset Management
GoldenTree Asset Management
Star Mountain Capital
Turning Rock Partners
Best business consulting firm for family offices
F2 Strategy
Mack International
Tamarind Partners
Wingspan Legacy Partners
Youmai Family Office Alliance
Best custodian
Fidelity Investments
Fiduciary Trust Company
Northern Trust
Best family office service provider - new innovations
Canoe Intelligence
Dentons
Dynasty Financial Partners
Eton Solutions LP
F2 Strategy
Ledgex
Best family office & private banking innovation
Bank of America
Pennington Partners
Stone Mountain Capital
SVB Private
Best fiduciary/trustee service
Bridgeford Trust Company
Fiduciary Trust Company
Smithfield Trust Company
The Family Office at Synovus
Best firmwide security solution
Aquilance
Drawbridge
Elteni
Eton Solutions
Summitas
Best fund administration service
Apex Group
Eton Solutions
NAV Fund Administration Group
Sudrania Fund Services
Best general ledger system
FundCount
Ledgex
Plumb
Sudrania Fund Services
Best high-net-worth insurance broker
Alliant Private Client
BKS Partners Family Office
Crescent Wealth Management
Marsh McLennan Agency Private Client Services
Best high-net-worth insurance company
AIG
Chubb
PURE Insurance
Best law firm - estates and trusts
Cadwalader, Wickersham & Taft LLP
Day Pitney LLP
Dentons
Handler Thayer, LLP
Withersworldwide
Best lifestyle management firm
Black Bag
JDJ Family Office Services
Private Medical
Best multi-asset class portfolio management system
Backstop Solutions
FIS
MyVest
Nebo by GMO
Northern Trust Front Office Solutions
Private Wealth Systems
Best outsourced CIO
Bank of America
Pennington Partners
The Family Office at Synovus
Alvarium Tiedemann | AlTi
Best partnership accounting systems
Anchin
FIS
Ledgex
Plumb
SS&C Technologies: GlobeOp
Best reporting solution
Aquilance
Atominvest
Mirador
Private Wealth Systems
Risclarity
Best technology platform for family offices
Backstop Solutions
BNY Mellon Pershing
Eton Solutions
FIS
Interactive Brokers
Private Wealth Systems
Risclarity
Summitas
Private banking - client service
Bank of America Private Bank
CIBC Private Bank
Key Private Bank
PNC Private Bank
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