2025 Shortlist
The shortlist for the Private Asset Management Awards 2025 has now been released. With the calibre of entries as impressive as ever this year, a huge congratulations goes to everyone who has made the list!Best alts solution for private wealth firms
CAIS
Canoe Intelligence
Crystal Capital Partners
Hatcher+
iCapital
StepStone Private Wealth
Best asset manager for family offices
Anacapa Advisors
Brown Advisory
Goldentree Asset Management
Neuberger Berman Private Wealth
Best business consulting firm for family offices
Foundation Source
Mack International
Turnkey Trading Partners
Best credit solution
1 Stock Limited
Ascent Private Capital Management of U.S. Bank
Blue Owl Capital
Bramshill Investments
Best custodian
Fidelity Family Office Services
Fiduciary Trust Company
Interactive Brokers
Northern Trust
Best education initiative
Ares Management
Blue Owl Capital
Cresset Asset Management
KeyBank
Best family office - client service
Ascent Private Capital Management of U.S. Bank
KPMG Family Office
Market Street Trust Company
Pennington Partners & Co.
TAG Associates
Trove
Best family office - long term investment philosophy
Brown Advisory
Cresset Asset Management
Northland Wealth
Best family office due diligence process
CIBC Private Wealth, US
Northland Wealth
TAG Associates
Best fiduciary / trustee service
Bridgeford Trust Company
Day Pitney LLP
Fiduciary Trust Company
Glenmede
Best firm culture
Brighton Jones Wealth Management
Hivers and Strivers Veteran Capital
Market Street Trust Company
Northland Wealth
Star Mountain Capital
Trove
Best firmwide security solution
Elteni
Eton Solutions
Summitas
Best fund administration service
NAV Fund Services
STP Investment Service
Vistra
Best general ledger system
AssetVantage
Ledgex
Plumb
Best high net worth insurance broker
HUB Private Client
Marsh McLennan Agency Private Client Services
Risk Strategies
The Baldwin Group
Best high net worth insurance company
AIG
Chubb
PURE Insurance
Best high net worth investment platform
Brown Advisory
CIBC Private Wealth, US
Interactive Brokers
Best law firm - estates and trusts
Cadwalader, Wickersham & Taft
Day Pitney LLP
Handler Law, LLP
Best lifestyle management firm
Black Bag
Quintessentially
Trove
Best multi-family office $25bn+
AlTi Tiedemann Global
Ascent Private Capital Management of U.S. Bank
Brown Advisory
CIBC Private Wealth, US
Cresset Asset Management
Trove
Best multi-family office under $25bn
Key Family Wealth
Keystone Global Partners
Northland Wealth
Pennington Partners & Co.
TAG Associates
Best multi-asset class portfolio management system
Ledgex
MSCI
Nebo Wealth
Portfolio BI
Private Wealth Systems
Venn by Two Sigma
Best outsourced CIO
AlTi Tiedemann Global
BluePointe Capital Management
F.L.Putnam
Best partnership accounting system
AssetVantage
FundCount
Ledgex
Plumb
Private Wealth Systems
Best philanthropic initiative
Bailard, Inc.
Bank of America Private Bank
Foundation Source
Key Family Wealth
PNC Private Bank Hawthorn
Best private bank
Bank of America Private Bank
CIBC Private Wealth, US
Key Private Bank
PNC Private Bank Hawthorn
Best private bank - client service
CIBC Private Wealth, US
Key Private Bank
PNC Private Bank
Best reporting solution
Eton Solutions
Hatcher+
Portfolio BI
Private Wealth Systems
Risclarity
Venn by Two Sigma
Best technology platform for family offices
Canoe Intelligence
Eton Solutions
Interactive Brokers
MSCI
Plumb
Summitas
Venn by Two Sigma
Manager or research professional of the year
Phil Pecsock, Anacapa Advisors
Arthur Salzer, Northland Wealth
Buff Dormeier, Kingsview Investment Management
Rick Fearon, Accretive Capital Partners
Sid Ahl, Brown Advisory
Wealth management innovations
Canoe Intelligence
iCapital
Jump
LYNK Markets
Orion
Private Wealth Systems
Women in wealth advocate - company
Bailard, Inc.
Glenmede
Mercer Advisors
PNC Private Bank Hawthorn
Women in wealth advocate - individual
Carley Dillon, Brighton Jones Wealth Management
Jennifer McGeehan, Ascent Private Capital Management of US Bank
Linda Mack, Mack International
Stephanie Birrell Luedke, Neuberger Bergman Private Wealth
Make sure you are there
If you would like to book a table or learn more about the Awards, please contact Indira: