2026 Shortlist

The shortlist for the Private Asset Management Awards 2026 has now been released. The caliber of entries was as impressive as ever - a huge congratulations to everyone who has made the list!

Best AI implementation
Auquan
Canoe Intelligence
Nextgen Signal AI
Northland Wealth
Risclarity
Star Mountain Capital
Vidrio Financial
Best alts solution for private wealth firms
Allocate
Canoe Intelligence
Crystal Capital Partners
iCapital
PPB Capital Partners
StepStone Private Wealth Solutions
Stone Mountain Capital
Best asset manager for family offices
1Stock Limited—1Stock Private Credit Fund
Anacapa Advisors
Ares Wealth Management Solutions
GoldenTree Asset Management
Star Mountain Capital
Worth Venture Partners
Best business consulting firm for family offices
Foundation Source
Mack International
RJ Walker & Co
Wingspan Legacy Partners
Best custodian
Bank of America
Fiduciary Trust Company
Interactive Brokers
Best educational initiative
Ascent Private Capital Management of U.S. Bank
Key Family Wealth
Keystone Global Partners
Mercer Advisors
PNC Private Bank
StepStone Private Wealth Solutions
Best family office – client service
Bank of America Private Bank
Cresset
Key Family Wealth
KPMG Family Office
Pennington Partners & Co.
Redwood Wealth Management Group
TAG Associates
Best family office – due diligence processes
Northland Wealth
Pennington Partners & Co.
TAG Associates
Best fiduciary / trustee service
Day Pitney
Fiduciary Trust Company
Glenmede
Members Trust Company
Best firm culture
Brighton Jones
Cresset
Market Street Trust Company
Northland Wealth
Best firmwide security solution
BW Cyber
Elteni
Summitas
Best fund administration service
Alter Domus
Apex Group
Formidium
JTC Group
Phoenix Fund Services
STP Investment Services
Best general ledger system
Entrilia
Formidium Corp
FundCount
Best hedge fund for family offices - hedge funds
Anacapa Advisors
GoldenTree Asset Management
ZX Squared Capital
Best high net worth insurance broker
Bessemer Trust
HUB Private Client
Marsh Private Client Services
Risk Strategies - Part of the Brown & Brown Team
The Baldwin Group
Best high net worth insurer
AIG
Chubb
PURE Insurance
The Cincinnati Insurance Companies
Best high net worth investment platform
Ares Wealth Management Solutions
CIBC Private Wealth, US
Keystone Global Partners
Pennington Partners & Co.
StepStone Private Wealth Solutions
Best law firm - estates and trusts
Cadwalader, Wickersham & Taft
Day Pitney
Handler Law
Best lifestyle management firm
Family Office Growth Partners
Private Medical
Summitas
Best multi-asset class portfolio management system
Asset Vantage
Nebo Wealth
Oxane Partners
Venn By Two Sigma
Vidrio Financial
Best multi-family office $25bn+
AlTi Tiedemann Global
Ascent Private Capital Management® of U.S. Bank
CIBC Private Wealth, US
Cresset
PNC Private Bank
Trove
Best multi-family office up to $25bn
Aspiriant
Colter Lewis Investment Partners
Keystone Global Partners
Northland Wealth
Pennington Partners & Co.
RWA Wealth Partners
Best outsourced CIO
AlTi Tiedemann Global
Bank of America Private Bank
BluePointe Capital Management
Best philanthropic Initiative
Apex Group Ltd
Bank of America Private Bank
Brighton Jones
Foundation Source
PNC Private Bank
Best private bank
Bank of America Private Bank
J.P. Morgan Private Bank
Ascent Private Capital Management of U.S. Bank
Key Private Bank
PNC Private Bank
Best private bank – client service
Ascent Private Capital Management of U.S. Bank
Key Private Bank
PNC Private Bank
Best reporting solution
Ascent Private Capital Management of U.S. Bank
Asset Vantage
Auquan
First Rate, Inc.
Plumb Bill Pay
Risclarity
Best technology platform for family offices
Asset Vantage
FundCount
Interactive Brokers
LYNK Markets
Risclarity
SharpeMetrix
Summitas
Manager or investment research professional of the year
Accretive Capital Partners
Ascent Private Capital Management of U.S. Bank
Bailard
Matter Family Office
Wealth management innovations
Auquan
Canoe Intelligence
iCapital
Mercer Advisors
Merrill
StepStone Private Wealth Solutions
Women in wealth advocate of the year - company
Apex Group
Glenmede
Mack International
Women in wealth advocate of the year - Individual
Bailard
Brighton Jones
F2 Strategy
Merritt Point Wealth Advisors
RWA Wealth Partners
Tannenbaum Helpern