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wbawards2013

About Judges Categories Finalists Sponsors Venue Tickets Winners

The winners of the Family Wealth Report Awards 2014 are:

FAMILY OFFICE CATEGORIES

BEST:

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

Winner

Shortlisted

 

MULTI-FAMILY OFFICE (ABOVE $4 BILLION AuM)

Winner

Shortlisted

 

 

MULTI-FAMILY OFFICE (NATIONAL)

Winner

Shortlisted

 

MULTI-FAMILY OFFICE (REGIONAL)

Winner

Shortlisted

 
   

 

MULTI-FAMILY OFFICE (NEW ENTRANT)

Winner

Shortlisted

   

 


PRIVATE BANKING CATEGORIES

BEST:

US PRIVATE BANK

*Highly Commended

 

   

 

 

Winner

Shortlisted

 

 

 

CANADIAN PRIVATE BANK

Winner

Shortlisted

 

 

 

 

PRIVATE BANK - OFFERING FOR FAMILY OFFICES

Winner

Shortlisted

 

   

 


INVESTMENT MANAGEMENT CATEGORIES

BEST:

PRIVATE CLIENT INVESTMENT PLATFORM

Winner

Shortlisted

 

FUND MANAGER

Winner

Shortlisted

 
   

 

ALTERNATIVE ASSET MANAGER

Winner

Shortlisted

   

 

NATIONAL PRIVATE WEALTH MANAGER

Winner

Shortlisted

 

REGIONAL PRIVATE WEALTH MANAGER

Winner

Shortlisted

   

 


MARKETING CATEGORIES

BEST:

BRAND LAUNCH/RELAUNCH, PRINT AND ONLINE

Winner

Shortlisted

 

 


WEALTH MANAGEMENT TECHNOLOGY CATEGORIES

BEST:

GLOBAL CUSTODIAN

Winner

Shortlisted

 
   

 

TRANSACTION PROCESSING SOLUTION

Winner

Shortlisted

 
   

 

RISK PROFILING SOLUTION

Winner

Shortlisted

 
   

 

RISK MANAGEMENT SOLUTION

Winner

Shortlisted

 
   

 

PORTFOLIO MANAGEMENT

Winner

Shortlisted

 

 

CLIENT COMMUNICATIONS

Winner

Shortlisted

 

CRM SYSTEM

Winner

Shortlisted

   

 

ON-BOARDING

Winner

Shortlisted

 

 

OUTSOURCING SOLUTION

Winner

Shortlisted

 


PRIVATE CLIENT CATEGORIES

EFFECTIVE LEGAL TEAM

Winner

Shortlisted

 

 

EFFECTIVE TAX/ACCOUNTANCY TEAM

Winner

Shortlisted

   

 


OTHER WEALTH MANAGEMENT CATEGORIES

BEST:

LEADING INDIVIDUAL

Winner

Shortlisted

JOHN TAFT

 

MICHAEL COLE

LARRY HUGHES

RICHARD DEL MONTE

JOHN A. WARNICK

 

RISING STAR

Winner

Shortlisted

JILL SHIPLEY

Strenta Family Office Services

 

JENNIFER KENNING

KEVIN CAMPBELL

 

EDOUARD THIJSSEN

JUDY SPALTHOFF

 

PHILANTHROPY OFFERING

Winner

Shortlisted

 

 

 

 

 

WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)

Winner

Shortlisted

LESLISE C VOTH

REBECCA H PATERSON

PAT SOLDANO

KIM DELLAROCCA

SHARON SAGER

 

WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)

Winner

Shortlisted

 

 

 

LIFETIME ACHIEVEMENT

*Highly Commended

 

ALFRED P WEST JR

 

 

 

 

 

 

Winner

Shortlisted

CHARLES W COLLIER

EDWARD I RUDMAN

LESLIE C VOTH

MARTY HALBFINGER

 

 

INSURANCE SOLUTION

Winner

Shortlisted

 

 

 

CONCIERGE SOLUTION

Winner

Shortlisted

 

 

 

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP - GROUP A

Winner

Shortlisted

 

OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP - GROUP B

Winner

Shortlisted

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