Ballentine Partners was honored to take home the award for “Best private wealth manager – client service – over $5bn” last night at the Private Asset Management Awards for 2018. Judged by a panel of industry experts, the PAM awards seeks to “recognize the top investment professionals, wealth advisers, legal firms, consultants and other key service providers in the private asset management space”.
See the full list of winners at the Private Asset Management Awards website.
Methodology provided by Private Asset Management: The PAM Awards are designed for top investment professionals, wealth advisors, legal firms, consultants and other key service providers operating within the private asset management industry, who have proved themselves over the course of the last year. The judging process, using an independent panel made up of industry experts, will be based on a mixture of qualitative and quantitative performance indicators. Successful candidates must demonstrate: 1. Financial progress: candidates must be able to demonstrate a performance track-record over the course of the last twelve months 2. Growth: client numbers, internal hires and geographic expansion 3. Client satisfaction: provide evidence of client satisfaction, including evidence of exceptional service and direct client statements 4. Product innovation: details of new services and products launched over the course of 2016/2017.
You should not infer that the rankings and awards Ballentine Partners has received provide any guarantee or assurance that you will experience the results you desire to achieve by engaging us to provide advice or services. All industry rankings and awards are based exclusively on information prepared and submitted by firms that decided to participate. No ranking or award should be construed as a current or past endorsement of Ballentine Partners, LLC by any of our clients. We will be glad to answer any questions you have regarding rankings and awards, including providing the criteria used for any ranking or award.