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
LedgeX
2023 Winners Private Banking – Client Service
"Wonderful recognition for PNC Private Bank!"
PNC Private Bank
Family Office/Wealth Manager Service Provider Awards
2023 Winner Best Private Wealth Manager under $5bn
Keystone Global Partners
2023 Winner Best Thematic ESG Investment Offering
"A great testament to our fabulous Impact team—making a difference in how we invest!"
AlTi Tiedman Global
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