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wbawards2013

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The finalists for the Family Wealth Report Awards 2014 are:

FAMILY OFFICE CATEGORIES

BEST:

MULTI-FAMILY OFFICE (UP TO AND INCLUDING $4 BILLION AuM)

 

MULTI-FAMILY OFFICE (ABOVE $4 BILLION AuM)

 

MULTI-FAMILY OFFICE (NATIONAL)

 

MULTI-FAMILY OFFICE (REGIONAL)

 

MULTI-FAMILY OFFICE (NEW ENTRANT)

 


PRIVATE BANKING CATEGORIES

BEST:

US PRIVATE BANK

 

CANADIAN PRIVATE BANK

 

PRIVATE BANK - OFFERING FOR FAMILY OFFICES

 


INVESTMENT MANAGEMENT CATEGORIES

BEST:

PRIVATE CLIENT INVESTMENT PLATFORM

 

FUND MANAGER

 

ALTERNATIVE ASSET MANAGER

 

NATIONAL PRIVATE WEALTH MANAGER

 

REGIONAL PRIVATE WEALTH MANAGER

 


MARKETING CATEGORIES

BEST:

BRAND LAUNCH/RELAUNCH, PRINT AND ONLINE

 


WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

BEST:

GLOBAL CUSTODIAN

 

TRANSACTION PROCESSING SOLUTION

 

RISK PROFILING SOLUTION

 

RISK MANAGEMENT SOLUTION

 

PORTFOLIO MANAGEMENT

 

 

CLIENT COMMUNICATIONS

 

CRM SYSTEM

 

ON-BOARDING

 

OUTSOURCING SOLUTION

 


PRIVATE CLIENT CATEGORIES

EFFECTIVE LEGAL TEAM

 

EFFECTIVE TAX/ACCOUNTANCY TEAM

 


OTHER WEALTH MANAGEMENT CATEGORIES

BEST:

LEADING INDIVIDUAL

Michael Cole

Larry Hughes

Richard Del Monte

John A. Warnick

John Taft

 

RISING STAR

Jennifer Kenning

Kevin Campbell

 

Jill Shipley

Strenta Family Office Services

Edouard Thijssen

Judy Spalthoff

 

PHILANTHROPY OFFERING

 

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)

Rebecca H Patterson

Pat Soldano

Kim Dellarocca

Leslie C Voth

Sharon Sager

 

WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)

 

LIFETIME ACHIEVEMENT

Edward I Rudman

Charles W Collier

Leslie C Voth

Alfred P West Jr

Marty Halbfinger

 

INSURANCE SOLUTION

 

CONCIERGE SOLUTION

 

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP - GROUP A

 

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP - GROUP B

 

 

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