Disclosure

 

2016, Private Asset Management, "Best Private Wealth Manager—Overall"

PAM annually invites firms to compete for awards in several categories that are reviewed by a panel of independent industry experts. PAM considers the following criteria when selecting the winners of these awards:

  • Financial progress: Candidates must be able to demonstrate performance track records over the course of the last 12 months.
  • Growth: Client numbers, internal hires and geographic expansion
  • Client satisfaction: Provide evidence of client satisfaction
  • Product innovation: Details of new services and products launched over the course of the year prior to the year the award is given

Eight firms were shortlisted for this award. For more information, visit pammagazine.com