Why Enter?

With over 40 categories recognizing the full breadth of the sector this is your opportunity to stand apart from your competition, gain global exposure and reward your team.

For over two decades, the highly sought after With Intelligence Private Asset Management Awards have provided a platform for top investment professionals, wealth advisors, legal firms, consultants, and other key service providers operating within the private wealth management space, to showcase the incredible work they have accomplished.

Winning a Private Asset Management Award is a true seal of approval from the private wealth community to one of its own and provides a launchpad for future success.

Why be involved?

Stand out from the crowd

Set yourself apart from your competition by showcasing how you are leading the way in your sector. Winning a With Intelligence Private Asset Management Award will give you the stamp of approval you need to win new clients and attract new talent.

Rigorous Judging

The rigorous judging process has been designed to ensure that all entries receive full consideration and that the true winners are chosen. The judging panel is made up of leading professionals specially selected for their wealth of experience within the industry.

Global Exposure

Shortlisted and winning organisations will receive coverage of their achievements through With Intelligence’s channels as well as being provided with marketing assets to use in their own collateral. The prestige and reputation behind With Intelligence is the perfect driving force to stand out amongst the private asset management community.

Networking and celebration

The With Intelligence Private Asset Management Awards provide the opportunity to celebrate and reward your team for their hard work, catch-up with peers from across the industry, and demonstrate to your clients that you are at the forefront of the sector.

Hear from past winners

2024 Roll of honour

Addepar, AlTiTiedemann Global, Anacapa Advisors, Anchin, Ascent Private Capital Management of U.S.Bank, Bank of America Private Bank, CIBC Private Wealth,US, Coastal Bridge Advisors, Day Pitney, Dentons, Elteni, Fiduciary Trust Company, Fortress Private Wealth Solutions, FundCount, Huntington Private Bank, Key Private Bank, Ledgex, Marsh McLennan Agency, Mercer, Pennington Partners, Pitcairn, PNC Private Bank Hawthorn, Private Wealth Systems, PURE Insurance, TAG  Associates, Tamarind Partners, The Family Office at Synovus, Trove, Vennby Two Sigma

2024 Winners


Best business consulting firm for family offices

Tamarind Partners

Best asset manager solution for family offices

Fortress Investment Group, Private Wealth

Best alts solution for private wealth firms

Mercer

Best reporting solution

Addepar

Best firmwide security solution

Elteni

Best estate planning advisory service

Anchin

Best private wealth manager - client service

Coastal Bridge Advisors

Best high net worth insurance broker

Marsh McLennan Agency

Lifetime achievement

Leslie Voth Pitcairn

Best general ledger system

FundCount

Family office innovations

Dentons

Best fiduciary / trustee service

Ascent Private Capital Management of U.S. Bank

Best fund administration service

Private Wealth Systems

Best partnership accounting system

Ledgex

Best multi-family office under $25bn

TAG Associates

Manager/Investment research professional of the year

Phil Pecsok Anacapa Advisors

Private banking client service

Key Private Bank

Best family office - long term investment philosophy

Pennington Partners

Best technology platform for family offices

Addepar

Best philanthropic / educational initiative

Bank of America Private Bank

Best outsourced CIO

The Family Office at Synovus

Best law firm - estates and trusts

Day Pitney LLP

Women in wealth advocate of the year

PNC Private Bank Hawthorn

Best firm culture

Huntington Private Bank

Best high net worth investment platform

CIBC Private Wealth, US

Best high net worth insurance company

PURE Insurance

Best multi-family office over $25bn

AlTi Tiedemann Global

Best lifestyle management firm

Trove

Best multi-asset class portfolio management system

Venn by Two Sigma 

Best family office - due diligence process

The Family Office at Synovus

Best custodian

Fiduciary Trust Company

Get in touch

Entry inquiries
Josie Zerene
+1 640-230-8913