Get in Touch
FAQs
Who is eligible to enter the Private Asset Management Awards?
The Awards are open to investment professionals, wealth advisors, legal firms, consultants, and other service providers operating in the US private wealth management space. Both funds and service providers can enter, highlighting their innovation, performance, and client service.
What are the minimum requirements for entry?
- Funds / Wealth Managers:
Must demonstrate a track record of performance or operational excellence. Specific AUM thresholds, track record duration, or client base requirements may apply depending on the category. -
Service Providers:
Must be active in the North American private wealth sector, providing measurable results or innovations to their clients. -
General:
All entrants must submit entries via the official online entry form by the entry deadline.
What categories are available for entry?
The 2026 Awards feature over 40 categories across three main areas:
Overall Awards:
- Best AI Implementation
- Best Educational Initiative
- Best High Net Worth Investment Platform
- Best Philanthropic Initiative
- Lifetime Achievement
- Wealth Management Innovations
- Women in Wealth Advocate of the Year – Company & Individual
Service Provider Awards:
- Custodians, fund administration, fund platforms, technology providers, law firms, insurers, PR firms, outsourced CIOs, partnership accounting systems, multi-asset portfolio systems, and more.
Manager / Wealth Manager Awards:
- Family offices and private banks: client service, due diligence, long-term investment philosophy, firm culture, fiduciary/trustee services, M&A deals, and research professional of the year.
How is the judging process conducted?
Judging is carried out by a panel of leading wealth managers, advisors/consultants, service providers, and industry experts. Judges are assigned based on their specialist expertise to ensure each entry receives a fair, consistent, and thorough evaluation. Entries are assessed based on performance, innovation, client service, and the overall impact of the entry on the private wealth community.
What are the benefits of entering the Awards?
- Industry Recognition:
Highlight your firm’s achievements to investors, peers, and the wider industry. -
Credibility:
Winning is a mark of excellence, recognized by a rigorous, expert-driven judging process. -
Marketing Exposure:
Shortlisted and winning firms receive exposure across With Intelligence platforms and a suite of marketing assets to amplify their success. -
Networking Opportunities:
Attend the ceremony to connect with senior decision-makers, peers, and potential clients in the North American private wealth management community.
When is the deadline for entries?
The entry deadline for the 2026 Awards is October 17, 2025.
How can I submit an entry?
All entries must be submitted via the official Private Asset Management Awards 2026 online entry form.
Eligible managers and service providers will receive a link via the With Intelligence database.
Who can I contact for more information?
Entry Inquiries:
- Josie Zerene
- josie.zerene@withintelligence.com
- +1 640-230-8913
General Inquiries:
- Shannon Velkoff
- shannon.velkoff@withintelligence.com
- +1 646-931-9043
Sponsorship Inquiries:
- Marco Calabrese
- marco.calabrese@withintelligence.com
- +1 914-262-8229