Ranked as top wealth management trend on Twitter, the fast-moving and on-trend world of WealthTech, where the key focus is the wealth manager’s client experience, is full of innovation.
WealthBriefing – the global subscriber-based newswire – has been exclusively reporting on the wealth management sector for almost 20 years. Over this period we have successfully run a global awards programme celebrating the achievement of the wealth management, private client and niche family office sectors.
There is a real demand for the technology partners servicing the wealth management industry to be publicly celebrated and rewarded for their achievement. For the past eight years we have included award categories for technology companies supporting the family office sector in the awards programme organised by WealthBriefing‘s sister publication – Family Wealth Report – covering the North American family office space.
Forming part of the overall WealthBriefing Global WealthTech awards program, we are now launching a separate awards programme giving prominence solely to WealthTech companies servicing the North American and Latin American wealth management industry.
For those new to the awards, the categories are focused around three main client-experience focused areas:
Experts (individuals and teams)
A full list of the categories and entry form is available here.
The judging process will be guided and assisted by a panel of independent experts, each of whom has been actively involved in the wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
Supported by the long-running and well regarded publications WealthBriefing and Family Wealth Report, winning an WealthTechAmericas Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer, rewarding achievement and showcasing top class performance and innovation.
For further information on categories and sponsorship opportunities please contact:
For more information about the awards process please contact:
Key dates for your diary
Nominations open: 14 July 2021
Submissions close: 25 October 2021
Notification of winners’ success: 5 November 2021
Public winner announcement: 14 February 2022
Please find below the steps of our awards process. The list of categories is here.
2. Fill out your details and select the categories you would like to enter.
3. Once you submit the form, you will receive a confirmation with a downloadable nomination form
- Fill in the name of your firm or individual (as they would like to appear in all communications in reference to the Awards program).
- Answer the the questions on the form (not exceeding the total word count of 750)
- Examples to illustrate your submission can be included by active links to PDFs, audio and/or video files (no more than 3 relevant examples)
- Tips for a standout submission can be found here
4. Send the nomination form(s) to email@example.com
5. Winners will be notified in the week c/ 1 November 2021 and will be offered marketing packages.
6. Winners will be announced on 14 February 2022 in WealthBriefing and Family Wealth Report editorial, website and social media channels.
For any questions, please contact firstname.lastname@example.org
For further information on categories and sponsorship opportunities please contact:
About our Sponsors
ProFundCom is the leading digital marketing platform in finance, built to exacting compliance and security standards. With almost 20 years in the industry, ProFundCom delivers unrivalled digital marketing reporting and analytics. ProFundCom currently works with over 45 retail and institutional fund providers, boutiques and private banks around the globe.
smartKYC’s technology drives faster, better and more cost-effective third party ESG due diligence at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious background research. smartKYC fuses artificial intelligence with linguistic and cultural sensitivity and deep domain knowledge to set new standards for ESG risk intelligence quality, whilst transforming productivity and hardwiring compliance conformance.
Highworth Research & WealthBriefing presents the largest online database of single family offices outside USA:
- Detailed profiles of over 1,100 single family offices in EMEA, Asia Pacific, Latin America and Canada
- Over 10,000 names of single family office contacts, including CEO, CFO, CIO, and managers for particular asset classes
- Search the Database by name of family office, by family name, by country, by AUM, by asset allocation, and by business sectors invested
- Export results to Excel
Logan is the Managing General Partner and Founder of Fin VC where he is responsible for management of the firm, making investments, maintaining board responsibilities, and adding hands-on operating value with portfolio companies. Logan was most recently VP of SoFi Ventures, where he oversaw minority investments and corporate development. Logan has historically served in VC and Asset Management firm leadership roles as a Venture Partner at Light Street Capital, Partner at Formation Group, Managing Director at Invesco, SVP at City National Bank, and Director at PwC. Key firm investments led by Logan: Figure, SoFi, Neuro-ID, Greenlight, Avinew, Aiera, Nestio, Samcart, Netomi, BrainTrust, Numbrs, Onfido, Tradeshift, and DailyPay.
Chief Administrative Officer
Ascent Private Capital Management of U.S. Bank
With more than 20 years’ experience in the financial sector, Amanda manages products and services tailored to the needs of ultra-high net worth families. She has responsibility for operational support and delivery, regional and national coordination, and management reporting. Her role further includes matrix supervision of all managing directors of client experience and specialized fiduciary services with the goal of achieving exemplary execution on behalf of Ascent’s clients. Amanda’s favorite quote from the writer and poet Maya Angelou informs her approach to client service: “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” Her aim is “to create an environment where clients are delighted and feel valued.”
Entrepreneur, Educator, Consultant
Leading results-driven strategic planning for growth-focused organizations, Patti operates two distinct yet compatible consultancies. As Founder and President of Boyle Consulting Group, she applies her expertise in developing brand positioning, mission/vision/values and digital marketing to private equity-owned businesses, including those in WealthTech and FinTech. Following an early career in global marketing agencies, such as JWT and FCB, Patti led SEI Investments’ UK-based Marketing Team for Private Banking.
Patti is also CEO of an early-stage venture, Sapience Leadership, affiliated with The University of Pennsylvania. In this role, Patti works with a team of inspiring educational leaders in the areas of Educational Equity, Diversity & Inclusion and Executive Coaching. Applying business principles and leadership experience to Education brings a unique balance to Patti’s work and has resulted in dynamic growth for both of her client communities. She has been active with the FWR Awards, since its inception in 2013.
ClearView Financial Media
Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.
COO Wealth Management
Key Private Bank
Joe Calabrese is Chief Operating Officer at Key Wealth Management. He is responsible for overseeing the development, integrated delivery, and strategic development of a full range of financial planning, investment, fiduciary and banking capabilities for Key’s clients. He joined Key in 2016, and lends his knowledge and expertise to affluent individuals, families, business owners, and institutions. Before joining Key, Joe held a wide range of executive roles including President and CEO of Geller Family Office Services, and President of Harris myCFO, which focused on serving clients with a net worth in excess of $100 million. Joe graduated from McGill University with a joint honors degree in Economics and Finance and holds a Chartered Accountant designation. Joe actively serves on the advisory board of The UHNW Institute and the Gaples Institute for Integrative Cardiology.
Managing Director, Private Client Services, Family Office Advisory
Jon Carroll is an managing director in the Ernst & Young US Americas Family Office Advisory practice. His primary focus is advising family members, family business owners, trustees, and family office executives on how to grow and govern their single-family office. Jon has extensive experience advising families on the set-up and structure of their family office, strategic planning and implementation, leading practices, business and operational risk assess¬ment, and family office systems and technology search, selection, implementation and integration. Jon has over 26 years experience serving UHNW families, including seven years working in a family office as chief operating officer. Before joining Ernst & Young, Jon was president and CEO of Family Office Metrics.
Chief Operating Officer
Vikram Chugh oversees the wealth management platform at Robertson Stephens and is responsible for firm operations, advisor due-diligence and onboarding, technology, marketing and business strategy. Vikram has 20 years of leadership experience working at BlackRock, Merrill Lynch and Capital One. Most recently, Vikram led the business development effort for BlackRock’s Aladdin Wealth business in the Americas region. He was instrumental in the build out and launch of BlackRock’s Digital Wealth platform including the Aladdin Wealth capability, iRetire solution as well as the acquisition of FutureAdvisor. Vikram earned a BTech degree from Indian Institute of Technology (I.I.T.), Delhi and is a CFA® charterholder.
Carole has more than 25 years of leadership experience in finance, investment management and business development. She's a forward looking, trusted advisor and advocate with a strong focus on growth, innovation, transformation and building productive strategic alliances. Her foundation of the CFA charter combined with professional experience as a public and private markets investor and tech CFO enables robust analysis and sharp decision making. She focuses on realigning family office structures and integrated asset management, including direct and co-investment in venture. She is a Fintech Expert, actively engaged in its complex innovation ecosystem of startups, investors, incumbent banks and investment firms, consultants, advisors and regulators, identifying industry trends and relevant opportunities.
Founder and President
The founder of F2 Strategy and former wealth management CTO. His team of experienced wealth management executives address a widening gap between the expectations of affluent clients and their wealth management experience. The F2 Strategy perspective and experience come from a long history of innovations and transformative technical projects at major financial institutions. Doug has led teams through transformative initiatives such as robo-advisor integration, paperless client onboarding, digital client engagement and many other areas currently challenging our industry.
Principal, Strategic Consultant
Hudson Peak Group
Howard Geller is a strategic consultant working with family offices, individual investors, wealth managers, investment managers and private equity to assess, analyze and recommend solutions. He has over 20 years of diverse experience in the financial services industry with several notable financial organizations. His primary family office consulting focus has been on portfolio reporting system review and requirements development, best practices review, investment manager and outsourced service provider due diligence, and targeted project assessment and resolution. He functions as an internal consultant bridging the communication gap to solve problems, implement solutions and take advantage of opportunities.
ClearView Financial Media
Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance Matters, Offshore Red and Executive Compensation Briefing respectively. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies.
VP, Digital Strategy & Platform Consulting
Tricia Haskins is vice president of Digital Strategy & Platform Consulting with Fidelity Institutional. With over 20 years of experience in financial services, Ms. Haskins leads the strategic team that is focused on helping wealth management firms thrive in an environment of transformational change. We devise and implement strategies to achieve help our institutional clients achieve their growth, client service and productivity goals, as shifting investor demographics, rapid technology innovations, and the advisor supply-demand imbalance provide tremendous opportunities for firms determined to lead the future of wealth management.
CTO and Owner
Dr. Tania Neild runs InfoGrate, an information technology consulting company that supports family offices. She supports all aspects of their technology from cybersecurity and data integration to vendor selection and performance reporting. She served as the CTO and COO of Private Client Resources, an aggregation, reconciliation and client performance reporting platform and before that she served as CTO of Envestnet, where she built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.” Co-founded by Dr. Neild, Envestnet went public in the fall of 2010.
Head of Products
4Pines Fund Services
Jonathan North, Head of Products for 4Pines Fund Services, has spent the past 20 years working with technology firms and family offices. Jon began his work with family offices at Financial Navigator where he learned about the market and software. He joined FundCount as one of the initial employees. He helped FundCount emerge as a software competitor in the US market while helping to expand it from a hedge fund product into a family office offering. More recently, Jon led the sales and marketing efforts for the Private Client business at SS&C and took over as Head of Private Clients North America for Alter Domus. With his current venture away from family office market it was a perfect time for Jon to lend his perspective to the FWR team.
Gregory F. Roll
Gregory is a passionate brand strategist who believes that in a crowded, seemingly commoditized investment and wealth management marketplace, there is a great need for innovation; that the ever-increasing sophistication of the ultra-high-net-worth family, their ever-expanding needs and the ever-changing investment environment demand this. He, his partner and their firm are dedicated to creating and evolving the strategies, tactics, and implementations of those who seek to achieve a business imperative: deliberate and sustained growth. Across a career spanning more than two decades exclusively serving the financial services industry, Gregory remains an optimistic agent of change, evangelist of “Show, don’t tell” and believer in magic.
Founder and President
The Rudin Group
The Rudin Group founder April Rudin is a widely acknowledged top marketing strategist for the financial-services and wealth-management sectors. Her firm designs bespoke marketing campaigns for leading wealth-management firms, fintechs, and family offices; campaigns that strengthen brand value and drive client acquisition. Recognized as an IBM “influencer,” she is a regularly-featured source of expertise, contributes to Capgemini’s World Wealth Report, produces the CFA Institute’s annual U.S. outlook, and often speaks about wealth, next-gen, and fintech. She’s been published extensively and judges the Family Wealth Report’s annual Wealth Management Industry Awards and is a member of their advisory board. Her two sons say she has always been an “influencer”.
Mike Slemmer is a senior consultant at The Collaborative for Business Development Inc., which, for over 25 years has helped thousands of wealth managers, financial services and fintech firms grow their businesses and improve operations. Mike has deep experience in investment technology, having had many sales, marketing and leadership roles at SS&C, Thomson Financial/ThomsonReuters, FundCount and Chase. Mike earned his BA from the University of Delaware, an MBA in finance from the University of Houston and an executive degree from the Columbia University Graduate Business School. He is a CFA (Chartered Financial Analyst) charter holder and a member of the CFA Institute and the CFA Boston.
Head of Research
ClearView Financial Media
Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and communications specialist, she has written an array of in-depth reports on issues affecting private banks and wealth managers, ranging from compliance and innovation trends through to client experience, branding and marketing strategies. As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults for wealth and asset managers, including carrying out research projects among end H/UHNW clients for both internal and external purposes.
Director of Wealth Management
Javelin Strategy & Research
William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and optimization tools; data capture, storage and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust. An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings. Currently, William is director of wealth management at Javelin Strategy & Research. Prior to Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high net worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.
Executive Vice President, Head of Wealth Advisory and Family Office Services
Mr. Woodson is Executive Vice President, Head of Wealth Advisory and Family Office Services for Boston Private. He has more than 25 years of experience within financial services and joined Boston Private from Citigroup where he served as head of the Family Office Group for Citi Private Bank in North America. Prior to joining Citi Private Bank, Mr. Woodson held senior private banking and family office positions at Credit Suisse and Merrill Lynch where, among other responsibilities, he ran a multi-family office (MFO) business and managed ultra-high-net-worth and family office clients. Mr. Woodson was also a founding member of myCFO, an integrated wealth management firm started by a number of well-known Silicon Valley technology executives.