Awards
Judges Issue Shortlist For New Wealth Management Awards For North America
Judges have compiled a shortlist of potentially winning candidates for a new wealth management awards ceremony to be held in March this year in New York.
Judges for the Family Wealth Report Awards 2014, an event held to honour oustanding achievements in the North American industry, have drawn up shortlists for potential winners in over 30 categories. The awards will be unveiled on 13 March in New York.
The gala event – featuring high-profile guest speaker Christopher Kennedy Lawford – is at the lavish setting of the Metropolitan Club, One East Sixtieth Street in the city.
The shortlist of awards candidates have been chosen by a panel of judges drawn from the industry and in different types of business to ensure maximum objectivity and rigour, the organisers point out. The awards are being run by ClearView Financial Media, publisher of this news service.
The shortlisted entrants:
FAMILY OFFICE CATEGORIES
Multi-family office (up to and including $4 billion AuM).
Gresham Partners
Lowenhaupt Global Advisors
Pitcairn
Vogel Consulting
WE Family Offices
Multi-family office (above $4 Billion AuM)
Abbot Downing
Ascent Private Capital Management
Aspiriant
CTC Consulting/Harris my CFO
Multi-family office (National)
Ascent Private Capital Management
Bessemer Trust
CTC Consulting/Harris my CFO
GenSpring Family Offices
Hawthorn, PNC Family Wealth
Multi-family office (Regional)
Covenant Multifamily Offices
Vogel Consulting
Multi-family office (new entrant)
AM Global Family Investment Office
Fieldpoint Private
Rothstein Kass
PRIVATE BANKING CATEGORIES
US private bank
Ascent Private Capital Management
BNY Mellon Wealth Management
Citi Private Bank
Merrill Lynch Private Banking & Investment Group
US Trust
Canadian private bank
Citi Private Bank
RBC Wealth Management
Private bank – offering for family offices
Ascent Private Capital Management
Bessemer Trust
BNY Mellon Wealth Management
Citi Private Bank
Hawthorn, PNC Family Wealth
RBC Wealth Management
Private client investment platform
Ascent Private Capital Management
Brown Brothers Harriman
Citi Private Bank
Fortigent
RBC Global Asset Management
Fund manager
Bessemer Trust
RBC Global Asset Management
Alternative asset manager
Ascent Private Capital Management
Citi Private Bank
Crystal Capital Partners
National private wealth manager
Abbot Downing
Bessemer Trust
BNY Mellon Wealth Management
Convergent Wealth Advisors
UBS Wealth Management Americas
Regional private wealth manager
Covenant Multifamily Offices
Del Monte Group
First Republic Bank
MARKETING CATEGORIES
Brand launch/relaunch, print and online
Ascent Private Capital Management
Crystal & Company
Fortigent
RBC Wealth Management
PRIVATE CLIENT CATEGORIES
Effective legal team
Cantor & Webb
Handler Thayer
Kozusko Harris Duncan
Withers Bergman
Effective tax/accountancy team
Covenant Multifamily Offices
Deloitte
Rothstein Kass
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
Transaction Processing Solution
SunGard
Temenos
Global custodian
Millennium Trust
RBC Investor & Treasury Services
Risk profiling solution
FinaMetrica
SunGard
Risk management solution
Trov
Vestmark
Porfolio management
Advent Software
Archway Technology Partners
Envestnet
Envestnet Tamarac
InvestEdge
Client communications
Envestnet Tamarac
Equipos
InvestEdge
TrustedFamily
Wealth Access Inc
CRM System
Advent Software
Backstop Solutions Group
Finantix
On-boarding
Appway
Finantix
SunGard
TrustedFamily
Outsourcing solution
Envestnet
Fortigent
Private Client Resource
Rothstein Kass
SEI
Insurance solution
Crystal & Company
Privilege Underwriters Reciprocal Exchange (PURE)
Trov
Concierge solution
Cassford Management
Lifestyle Advisory
Majestery
Leading individual
Ascent Private Capital Management (Michael Cole)
BNY Mellon Wealth Management (Larry Hughes)
Del Monte Group (Richard Del Monte)
Purposeful Planning Institute (John A Warnick)
RBC Wealth Management (John Taft)
Rising star
Aspiriant (Jennifer Kenning)
GenSpring Family Offices (Kevin Campbell)
Strenta Family Office Services (Jill Shipley)
TrustedFamily (Edouard Thijssen)
UBS Wealth Management Americas (Judy Spalthoff)
Philanthropy offering
Forbes Family Trust
Foundation Source
US Trust
Women in wealth management (individual
contribution)
Bessemer Trust (Rebecca H Patterson)
GenSpring Family Offices (Pat Soldano)
Pershing (Kim Dellarocca)
Pitcairn (Leslie C Voth)
UBS Wealth Management Americas (Sharon Sager)
Women in wealth management (company
contribution)
Banyan Partners
HTG Investment Advisors
RBC Wealth Management
US Trust
Lifetime achievement
Atlantic Trust (Edward I Rudman)
Charles W Collier - submitted by Joe Reilly
Pitcairn (Leslie C Voth)
SEI (Alfred P West Jr)
UBS Wealth Management Americas (Marty Halbfinger)
Outstanding contribution to wealth management thought
leadership – Group A
Bessemer Trust
GenSpring Family Offices
Hawthorn, PNC Family Wealth
Pershing
RBC Wealth Management
Outstanding contribution to wealth management thought
leadership – Group B
Accenture
Family Office Exchange
FamilyWealth Consulting (James Grubman)
Institute for Preparing Heirs
Scorpio Partnership
Guest speaker
The guest speaker for the evening brings plenty of experience to
the limelight: Christopher Kennedy Lawford has spent much of his
life in Hollywood and Washington, navigating these two worlds as
an actor, writer, lawyer, activist and public speaker. For the
past five years he has worked with a number of partners in
private industry, the non-profit sector, state and federal
governments and patient advocacy groups to effect change and
raise awareness about public health issues.
Growing up the son of iconic Peter Lawford and Patricia Kennedy - along with the most famous Uncles one could possibly have: Pres. John F Kennedy, Sen. Robert Kennedy and Sen. Ted Kennedy, helped shape his formative years and gave him a sense of mission to help others. In his 2005 New York Times bestselling memoir, "Symptoms of Withdrawal" (William Morrow), he chronicled his deep descent into near-fatal drug and alcohol addiction, and his subsequent hard-won journey back to sobriety, which he has maintained for the past 26 years with the hopes of making a difference.
He is the author of several hard-hitting books covering themes of addiction and recovery, such as “Moments of Clarity: Voices From the Front Lines of Addiction and Recovery" (Harper Collins), “Recover to Live: Kick Any Habit, Manage Any Addiction" (Benbella); and “What Addicts Know,” (Benbella).
Lawford spent more than 15 years in the film and television business as an actor, lawyer, executive, and producer. He began his career in Universal Studios’ Independent Film Acquisitions where he was responsible for the acquisition of American Graffiti, one of the highest grossing films of the early 70’s. Lawford’s acting credits include Eavesdrop, Slipstream, The World’s Fastest Indian, Terminator 3, Blankman, The Doors and The Russia House.
Lawford is also a public advocacy consultant for Caron Treatment Centers.
