Awards

Family Wealth Report Announces Winners Of US, Canadian Industry Awards

Eliane Chavagnon, Editor - Family Wealth Report in New York, March 13, 2015

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Family Wealth Report is excited to reveal the winners of this year's awards, recognizing exceptional talent in the wealth management sector in the US and Canada.

The winners of the Family Wealth Report Awards 2015 were revealed last night at the stunning Mandarin Oriental in New York, during a gala event attended by 360 guests which honored exceptional wealth management firms and individuals in the US and Canada.

Family Wealth Report is once again elated at the level of interest and support shown for the awards, which follow a number of others held by the publisher of this website across the world.

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 were: Columbia Management; Ascent Private Capital Management of U.S. Bank; smartKYC; S&P Money Market Directories; Hawthorn, PNC Family Wealth; Atlantic Trust; ProFundCom; Crystal & Co; FFO (Flynn Family Office); U.S Trust; Wells Fargo Asset Management; InvestEdge; Netage Solutions; Bessemer Trust; Perspecta Trust; Pioneer Investments.

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

They are:

FAMILY OFFICE CATEGORIES
 

Multi-family office (up to and including $5 billion AuM/AuA)
Market Street Trust Company

Multi-family office (above $5 billion AuM/AuA)
CTC | myCFO

Multi-family office (national)
Atlantic Trust
 
Multi-family office (regional)
Vogel Consulting

Multi-family office (new entrant)
Flynn Family Office

Multi-family office (client initiative)
Pitcairn

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