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

Eliane Chavagnon in New York

14 March 2014

The winners of the inaugural Family Wealth Report Awards were announced last night at New York’s spectacular Metropolitan Club, during a gala event which honored exceptional wealth management firms and individuals in the US and Canada.

Family Wealth Report is elated at the level of interest and support shown for the awards, which follow a number of other industry awards held by the publisher of this website across the globe.

The awards recognize high-quality service and achievement at both the institutional and individual level, at a time when the Canadian, US and indeed global wealth management arena is confronted by a raft of challenges and, of course, new opportunities.

Sponsors of the event, which was hosted by Christopher Kennedy Lawford, were: Appway; Bessemer Trust; Citi Private Bank; Columbia Management; and Portcullis TrustNet.

The winners were selected by a panel of judges from across the wealth management and family office space, and, importantly, representing an array of related businesses.

The winners are as follows:

Multi-family office ;


Multi-family office            

CTC Consulting I Harris myCFO               

Multi-family office ;

Bessemer Trust               

Multi-family office ;

Vogel Consulting               

Multi-family office ;

Rothstein Kass

US private bank;

BNY Mellon Wealth Management - winner

Merrill Lynch Private Banking & Investment Group - highly commended

Canadian private bank;

RBC Wealth Management

Private bank – offering for family offices;

BNY Mellon Wealth Management

Private client investment platform;


Fund manager;

Bessemer Trust

Alternative asset manager;

Citi Private Bank

National private wealth manager

Abbot Downing

Regional private wealth manager:

First Republic Bank

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;


Global custodian;

RBC Investor & Treasury Services

Risk profiling solution;


Risk management solution;


Portfolio management;


Client communications;


CRM system;

Advent Software



Outsourcing solution;


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 ;

Leslie Voth - Pitcairn

Women in wealth management ;

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