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EXCLUSIVE: Winners Of Family Wealth Report Awards 2019

Editorial Staff, March 21, 2019

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Winners of the Family Wealth Report annual awards program, held to honor outstanding practitioners in the North American wealth management sector, were announced last night.

OUTSOURCING/BUSINESS PROCESS OUTSOURCING

WINNER
FIS

ACCOUNTING

WINNER
SEI Archway

ONBOARDING

WINNER
Appway

INNOVATIVE CLIENT SOLUTION – TECHNOLOGY PROVIDERS

JOINT WINNERS
iPaladin
Solovis

INNOVATIVE CLIENT SOLUTION – OTHER WEALTH MANAGEMENT ORGANIZATIONS

WINNER
SEI Private Wealth Management

CHANGE MANAGEMENT PROCESS/BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION

WINNER
SEI Private Wealth Management

INSURANCE CATEGORIES

BEST INSURANCE BROKERAGE PROVIDER

WINNER
Lockton Private Risk Solutions

BEST INSURANCE UNDERWRITER

WINNER
PURE Insurance

SPECIAL WEALTH MANAGEMENT CATEGORIES

EXCELLENCE IN SERVICING NORTH AMERICAN CLIENTS

WINNER
BNY Mellon Wealth Management

CYBER SECURITY

WINNER
Schillings

HEALTHCARE SERVICES

WINNER
Black Bag

CONCIERGE/SPECIALIST SERVICE FIRM

WINNER
Theia Senior Solutions

PROPERTY, HOUSEHOLD & TRAVEL

WINNER
Tapestry Associates


ART & PRIVATE COLLECTIONS

WINNER
Ronald Varney Fine Art Advisors

LEADERSHIP CATEGORIES

LEADING INDIVIDUAL (MFO)

WINNER
Tiedemann Advisors – Craig Smith

LEADING INDIVIDUAL (Service product provider)

WINNER
The Rudin Group – April Rudin

WOMEN IN WEALTH MANAGEMENT (Individual)

WINNER
Market Street Trust Company – Marianne W Young

WOMEN IN WEALTH MANAGEMENT (company contribution)

WINNER
Brown Brothers Harriman

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Individual) – MFO/WEALTH ADVISOR/MANAGER

WINNER
Lowenhaupt Global Advisors – Charles Lowenhaupt

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Individual) – OTHER WEALTH MANAGEMENT ORGANIZATIONS

WINNER
Family Office Exchange – Sara Hamilton

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Company) – MFO/WEALTH ADVISOR/MANAGER

WINNER
WE Family Offices

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (Company) – OTHER WEALTH MANAGEMENT ORGANIZATION

WINNER
Family Office Exchange

LIFETIME ACHIEVEMENT

Alfred P West, Jr
SEI

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