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Family Wealth Report Unveils Winners Of US, Canadian Industry Awards In New York

Eliane Chavagnon in New York, Editor - Family Wealth Report, March 14, 2014

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The winners of the inaugural Family Wealth Report Awards were announced last night at New York’s spectacular Metropolitan Club.

Branch launch or relaunch;

Ascent Private Capital Management of US Bank

Effective legal team;

Withers Bergman                  

Effective tax/accountancy team;

Rothstein Kass

Transaction processing solution;

SunGard

Global custodian;

RBC Investor & Treasury Services

Risk profiling solution;

FinaMetrica

Risk management solution;

Vestmark

Portfolio management;

Envestnet

Client communications;

TrustedFamily

CRM system;

Advent Software

Onboarding;

Appway

Outsourcing solution;

Envestnet

Insurance solution;

Crystal & Company

Concierge solution;

Cassford Management

Leading individual;

John Taft - RBC Wealth Management

Rising star;

Jill Shipley - Strenta Family Office Services

Philanthropy offering;

Foundation Source

Women in wealth management (individual contribution);

Leslie Voth - Pitcairn

Women in wealth management (company contribution);

US Trust

Lifetime achievement;

Charles Collier - winner

Alfred P West Jr, SEI - highly commended

Outstanding contribution to wealth management thought leadership – group A

Bessemer Trust

Outstanding contribution to wealth management thought leadership – group B

Family Office Exchange

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