Family Wealth Report Awards 2015 Nominations

Please note that this is the first stage of the nomination process. If you subsequently decide not to continue with entering these awards on completion of this form, you are under no obligation to do so.

Name Name First Last
Company Name
Position
Telephone Number
Email
Zip Code
State/Province
Please select all the awards you would like to apply for below
FAMILY OFFICE CATEGORIES

FAMILY OFFICE CATEGORIES
MULTI-FAMILY OFFICE (UP TO AND INCLUDING $5 BILLION AuM or AuA)
Awarded to: MFOs with up to and including $5 billion AuM or AuA. MULTI-FAMILY OFFICE (ABOVE $5 BILLION AuM or AuA)
Awarded to: MFOs with above $5 billion AuM or AuA. MULTI-FAMILY OFFICE (NATIONAL)
Awarded to: MFOs with a genuinely national reach. MULTI-FAMILY OFFICE (REGIONAL)
Awarded to: MFOs with a predominantly regional offering and client base. MULTI-FAMILY OFFICE (NEW ENTRANT)
Awarded to: New MFO offering of any size or reach. MULTI-FAMILY OFFICE (CLIENT INITIATIVE)
Awarded to: New initiatives for clients from MFOs of any size or reach.
PRIVATE BANKING CATEGORIES

PRIVATE BANKING CATEGORIES
US PRIVATE BANK
Awarded to: Banking operations in the US that deliver a differentiated and high level of service to HNW and UHNW clients on a national level. CANADIAN PRIVATE BANK
Banking operations in Canada that deliver a differentiated and high level of service to HNW and UHNW clients on a national level. REGIONAL US PRIVATE BANK
Awarded to: Banking operations in the US that deliver a differentiated and high level of service to HNW and UHNW clients on a regional level. PRIVATE BANK - WEALTH STRUCTURING OFFERING
Awarded to: Teams within private banks that deliver tailored wealth structuring solutions to HNW and UHNW clients. Private PRIVATE BANK - OFFERING FOR FAMILY OFFICES
Awarded to: Teams within private banks that deliver tailored solutions to family offices.
INVESTMENT MANAGEMENT CATEGORIES

INVESTMENT MANAGEMENT CATEGORIES
CANADIAN WEALTH MANAGEMENT OFFERING
Awarded to: Non-bank wealth manager based in Canada. PRIVATE CLIENT INVESTMENT PLATFORM
Awarded to: Investment platform specializing in servicing the investment needs of the HNW community. ETF PROVIDER
Awarded to: Asset/fund managers that manufacture exchange-traded products that are suitable for the HNW community.
ASSET MANAGEMENT CATEGORIES

ASSET MANAGEMENT CATEGORIES
ALTERNATIVE ASSET MANAGER
Awarded to: Collective investment manager with an alternative investments range suitable for the HNW community. NATIONAL PRIVATE ASSET MANAGER
Awarded to: Wealth management businesses that deliver a differentiated and high level of service to HNW and UHNW clients on a national level. REGIONAL PRIVATE ASSET MANAGER
Awarded to: Wealth management businesses that deliver a differentiated and high level of service to HNW and UHNW clients on a regional level. BEST ASSET MANAGEMENT FIRM SERVING FAMILY OFFICES AND PRIVATE BANKS
Awarded to: Asset managers with a significant proportion of private client assets and a dedicated offering. HARD ASSETS/COLLECTIBLES PROVIDER
Awarded to: Companies who provide real estate advice, numismatic assets or philatelic assets.
MARKETING/PR CATEGORIES

MARKETING/PR CATEGORIES
ONLINE CAMPAIGN
Awarded to: Wealth managers or other private client practitioners who have used online channels to promote their services to private clients or to raise their profile either within the industry or to clients. PRINT CAMPAIGN
Awarded to: Wealth managers or other private client practitioners who have used print media to promote their services to private clients or to raise their profile either within the industry or to clients. BRAND LAUNCH/RELAUNCH
Awarded to: Most effective and innovative brand launch or relaunch in the private client world, either a whole business unit or a product/service within an existing business. BEST PR PROGRAM
Awarded to: An in-house PR team or agency operating in the North America wealth management sector for the impact of their work (campaign or project). Judges will be sensitive to all quantitative information presented to help them assess the merits of the submission.
PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT CATEGORIES

LEGAL TEAM
Awarded to: Law firm team or barrister dedicated to private client issues. INSTITUTIONAL TRUST OR FIDUCIARY COMPANY
Awarded to: Entries only eligible from trust companies that are part of a non-trust parent. INDEPENDENT TRUST OR FIDUCIARY COMPANY
Awarded to: Entries are only eligible from trust companies independent of larger non-trust businesses, for instance not part of a bank, law firm or accountancy firm.
CONSULTANTS TO FAMILY OFFICES CATEGORIES

CONSULTANTS TO FAMILY OFFICES CATEGORIES

INVESTMENT ADVICE
Awarded to: Consultants to family offices who provide investment advice. TAX ADVICE
Awarded to: Consultants to family offices who provide tax advice. MANAGEMENT CONSULTANCY
Awarded to: Consultants to family offices who provide management consultancy.
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(open to technology vendors only)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(open to technology vendors only)

FRONT OFFICE SOLUTION
Awarded to: CRM, client reporting, client risk profiling, portfolio management. TRANSACTION PROCESSING SOLUTION
Awarded to: Straight through processing, core banking PORTFOLIO MANAGEMENT
Awarded to: Technology solution providers specializing in tools for managing clients’ investment portfolios. CLIENT COMMUNICATIONS AND REPORTING
Awarded to: Technology solution providers specializing in tools for wealth managers to communicate with clients. OUTSOURCING SOLUTION
Awarded to: Third-party organizations providing business processes or systems to wealth management businesses.
WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(open to any organization)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(open to any organization)

CHANGE MANAGEMENT PROCESS
Awarded to: Banks, wealth managers or system integrators who have successfully implemented multi-functional change programmes to significantly improve client experience and performance. BEST IMPLEMENTATION OF A TECHNOLOGY SOLUTION
Awarded to: Awarded to either a technology vendor or its client. RISK PROFILING SOLUTION
Awarded to: A technology solution to help wealth managers assess and document the risk appetite of clients. RISK MANAGEMENT
Awarded to: Technology solution providers specializing in tools for wealth managers to manage risk. CRM SYSTEM
Awarded to: Client relationship management systems for wealth managers. ON-BOARDING
Awarded to: Technology solutions to help wealth managers bring new clients into their organization INNOVATIVE CLIENT SOLUTION
Awarded to: This award seeks to recognize institutions which have developed innovative products and services for their clients as part of a solutions-focused service model. Entries could focus on a new value-added service designed to help clients with their wider lifestyle goals; a product designed to deliver on the financial objectives of a distinct sub-segment of clients; an educational offering aimed at helping clients become more confident investors; or a cross-divisional referral programme to help business owners with their corporate financial or operational needs. The judges will be looking for a new offering which has been developed to meet a specific client need and which represents a real addition to the institution’s value proposition.
OTHER WEALTH MANAGEMENT CATEGORIES

OTHER WEALTH MANAGEMENT CATEGORIES

WEALTH MANAGEMENT SERVICE PROVIDER
Awarded to: Organizations that provide middle and back office securities processing and trust accounting services to the affluent and those that serve them. INSURANCE SOLUTION
Awarded to: Insurance provider or intermediary that provides specialist products and services to the HNW community. CONCIERGE SOLUTION
Awarded to: Concierge service provider for the HNW community. RESPONSIBLE INVESTING
Awarded to: Asset/fund managers or wealth managers that offer responsible investing programs, strategies or funds. GLOBAL CUSTODIAN
Awarded to: Custodians offering services to private client business. LEADING INDIVIDUAL (BANKER)
Awarded to: Age and experience is no bar but something special should mark out this individual working in the private client world. LEADING INDIVIDUAL (ADVISOR)
Awarded to: Age and experience is no bar but something special should mark out this individual working in the private client world. RISING STAR
Awarded to: A private banker or wealth manager under the age of 35 who is not yet in a senior management position but shows the potential to be a leading individual. PHILANTHROPY OFFERING
Awarded to: Private client businesses or practitioners who advise individuals or families on their philanthropic activities. COMPLIANCE
Awarded to: The compliance function of a wealth management or private client operation. WOMEN IN WEALTH MANAGEMENT (INDIVIDUAL CONTRIBUTION)
Awarded to: Open to women in private banking or wealth management who are an inspiration both to female clients and colleagues. WOMEN IN WEALTH MANAGEMENT (COMPANY CONTRIBUTION)
Awarded to: For wealth management organizations which demonstrate support for women in their career development. OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (ORGANIZATION)
Awarded to: Open to organizations who have made an outstanding contribution to thought leadership in wealth management. OUTSTANDING CONTRIBUTION TO WEALTH MANAGEMENT THOUGHT LEADERSHIP (INDIVIDUAL)
Awarded to: Open to individuals who have made an outstanding contribution to thought leadership in wealth management.

Family Wealth Report Awards 2015 Nominations

Family Wealth Report Awards 2015 Nominations

Please select all the awards you would like to apply for below

FAMILY OFFICE CATEGORIES

FAMILY OFFICE CATEGORIES

PRIVATE BANKING CATEGORIES

PRIVATE BANKING CATEGORIES

INVESTMENT MANAGEMENT CATEGORIES

INVESTMENT MANAGEMENT CATEGORIES

ASSET MANAGEMENT CATEGORIES

ASSET MANAGEMENT CATEGORIES

MARKETING/PR CATEGORIES

MARKETING/PR CATEGORIES

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT CATEGORIES

CONSULTANTS TO FAMILY OFFICES CATEGORIES

CONSULTANTS TO FAMILY OFFICES CATEGORIES

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(open to technology vendors only)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(open to technology vendors only)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(open to any organization)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(open to any organization)

OTHER WEALTH MANAGEMENT CATEGORIES

OTHER WEALTH MANAGEMENT CATEGORIES

Family Wealth Report Awards 2015 Nominations

Family Wealth Report Awards 2015 Nominations

Please select all the awards you would like to apply for below

FAMILY OFFICE CATEGORIES

FAMILY OFFICE CATEGORIES

PRIVATE BANKING CATEGORIES

PRIVATE BANKING CATEGORIES

INVESTMENT MANAGEMENT CATEGORIES

INVESTMENT MANAGEMENT CATEGORIES

ASSET MANAGEMENT CATEGORIES

ASSET MANAGEMENT CATEGORIES

MARKETING/PR CATEGORIES

MARKETING/PR CATEGORIES

PRIVATE CLIENT CATEGORIES

PRIVATE CLIENT CATEGORIES

CONSULTANTS TO FAMILY OFFICES CATEGORIES

CONSULTANTS TO FAMILY OFFICES CATEGORIES

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES(open to technology vendors only)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES(open to technology vendors only)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES(open to any organization)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES(open to any organization)

OTHER WEALTH MANAGEMENT CATEGORIES

OTHER WEALTH MANAGEMENT CATEGORIES

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(open to technology vendors only)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(open to technology vendors only)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(open to any organization)

WEALTH MANAGEMENT TECHNOLOGY CATEGORIES
(open to any organization)