Recognizing the best in private wealth

The winners of the Private Asset Management Awards 2024 were announced at a dinner and awards ceremony hosted at the spectacular 583 Park Avenue, New York, with over 200 senior decision-makers from across the private wealth management space in attendance.

Comedian, Neko White, headlined the evening, recognizing the exceptional talent across the sector. A huge congratulations to all our winners!

2024 Winner Interviews


WINNER:
Manager of the year
Ancapa Advisors

WINNER:
Best firm culture
Huntington

WINNER:
Private banking client service
KeyBank

WINNER:
Best alts solution for private wealth firms
Mercer

WINNER:
Best high net worth insurance broker
MarshMcLennan Agency

WINNER:
Lifetime achievement award
Pitcairn

WINNER:
Best high net worth insurance company
Pure Insurance

WINNER:
Best private wealth manager - client service
Coastal Bridge

2024 Winners


Best alts solution for private wealth firms

Mercer

Best asset manager solution for family offices

Fortress Investment Group, Private Wealth

Best business consulting firm for family offices

Tamarind Partners

Best custodian

Fiduciary Trust Company

Best estate planning advisory service

Anchin

Best family office - due diligence process

The Family Office at Synovus

Best family office - long term investment philosophy

Pennington Partners

Best fiduciary / trustee service

Ascent Private Capital Management of U.S. Bank

Best firm culture

Huntington Private Bank

Best firmwide security solution

Elteni

Best fund administration service

Private Wealth Systems

Best general ledger system

FundCount

Best high net worth insurance broker

Marsh McLennan Agency

Best high net worth insurance company

PURE Insurance

Best high net worth investment platform

CIBC Private Wealth, US

Best law firm - estates and trusts

Day Pitney LLP

Best lifestyle management firm

Trove

Best multi-asset class portfolio management system

Venn by Two Sigma 

Best multi-family office over $25bn

AlTi Tiedemann Global

Best multi-family office under $25bn

TAG Associates

Best outsourced CIO

The Family Office at Synovus

Best partnership accounting system

Ledgex

Best philanthropic / educational initiative

Bank of America Private Bank

Best private wealth manager - client service

Coastal Bridge Advisors

Best reporting solution

Addepar

Best technology platform for family offices

Addepar

Family office innovations

Dentons

Lifetime achievement

Leslie Voth Pitcairn

Manager/Investment research professional of the year

Phil Pecsok Anacapa Advisors

Private banking client service

Key Private Bank

Women in wealth advocate of the year

PNC Private Bank Hawthorn

2023 Winner Interviews


WINNER:

Best alts solution for private wealth firms

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Winner:

Best firm culture - small and medium firms

Huntington Private Bank

WINNER: 

Best multi-family office $10bn to $25bn

Key Family Wealth

WINNER: 

Best fund administration service

NAV Fund Administration Group

WINNER:

Best family office - long-term investment philosophy & Best outsourced CIO

Pennington Partners

WINNER: 

Best firmwide security solution

Summitas

Don’t just take it from us, hear from our winners…

‘We are thrilled to have won the 2023 PAM award for "Best Private Wealth Manager under $5bn - Client Service"! This recognition is a high five to all the hard work and dedication our team puts into providing excellent client service’ 

Keystone Global Partners, 2023 Winner Best Private Wealth Manager under $5bn

2023 Winners


Family Office/Private Wealth Manager Awards


2023 Winner, Best General Ledger System, Highly commended Best Partnering Accounting Solution

"We're particularly gratified with this award because it validates our strategy and commitment to this space"

LedgeX

2023 Winners Private Banking – Client Service

"Wonderful recognition for PNC Private Bank!"

"Fantastic Recognition"

PNC Private Bank

Family Office/Wealth Manager Service Provider Awards


Best alts solution for private wealth firms

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Best asset manager solution for family offices

Star Mountain Capital

Best business consulting firm for family offices

F2 Strategy

Best custodian

Fiduciary Trust Company

Best estate planning advisory service

The Family Office at Synovus

Best family office - due diligence processes

The Family Office at Synovus

Best family office - long-term investment philosophy

Pennington Partners

Best family office and private banking innovations

SVB Private

Private Best family office service provider - new innovation

Dentons

Best fiduciary/trustee service

Fiduciary Trust Company

Best firm culture - larger firms

Cerity Partners

Best firm culture - small and medium firms

Huntington Private Bank

Best firmwide security solution

Summitas

Best fund administration service

NAV Fund Administration Group

Best general ledger system

Ledgex

Best high-net-worth insurance broker

Alliant Private Client

Best high-net-worth insurance company

PURE Insurance Company

Best high-net-worth investment platform

CIBC Private Wealth

Best law firm - estates and trusts

Withersworldwide

Best lifestyle management firm

Emergency Black Bag

Best multi-asset class portfolio management system

FIS

Best multi-family office $10bn to $25bn

Key Family Wealth

Best multi-family office over $25bn

JDJ Family Office Services

Best multi-family office under $10bn

TAG Associates

Best outsourced CIO

Pennington Partners

Best partnership accounting system

Plumb

Best philanthropic/education initiative

Bank of America

Best private wealth manager-performance

Anacapa Advisors

Best private wealth manager over $5bn -client service

Aspiriant

Best private wealth manager under $5bn-client service

Keystone Global Partners

Best reporting solution

Private Wealth Systems

Best technology platform for family offices

Risclarity

Best thematic ESG offering

Alvarium Tiedemann | AlTi

DE&I initiative of the year

BNY Mellon Pershing

ESG advocate of the year

Capital Dynamics

Lifetime Achievement Award

Jon Carroll

Manager or investment research professional of the year

Ted Katramados, Director, TAG Associates

Private banking - client service

PNC Private Bank

Private wealth management M&A deal of the year

Cresset Asset Management

Women in wealth advocate of the year - firm

Cambridge Associates

Women in wealth advocate of the year - individual

Linda Mack, Mack International