Delegate Advisors Shortlisted for the 2018 PAM Awards in Two Categories

We are pleased to announce that Delegate Advisors has been shortlisted for the annual Private Asset Management (PAM) Awards in two categories: Best Multi-Family Office - Client Service - Under $2 Billion and Best Multi-Family Office – Overall - Under $2 Billion.

In 2016, Delegate won the PAM Award for the Best Multi-Family Office - Client Service - Under $2 Billion.

The PAM Awards are designed to recognize 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 uses an independent panel made up of industry experts and will be based on a mixture of qualitative and quantitative performance indicators to select the winners of the 2018 awards. Successful candidates must demonstrate:

  • Financial progress: candidates must be able to demonstrate a performance track-record over the course of the last twelve months
  • Growth: client numbers, internal hires and geographic expansion
  • Client satisfaction: provide evidence of client satisfaction, including evidence of exceptional service and direct client statements
  • Product innovation: details of new services and products launched over the course of 2016/2017

Commenting on the firm’s shortlisting, Delegate Managing Partner Andy Hart says, “It’s an honor to continue to be recognized by PAM. Serving our clients is always our top priority, but it is rewarding to see our efforts noticed by the financial media.”

The PAM Award winners will be announced at an evening ceremony on February 8, 2018 in New York City. More information is available here.

 

 About the Private Asset Management Awards:
The annual Private Asset Management Awards – presented by Private Asset Management (PAM) Magazine – is an evening of recognition and reward for top investment professionals, wealth advisors, legal firms, consultants and other key service providers operating within the private asset management industry. Judges will take part in a judging conference call, where the winners will be decided. One expert judge per category will be asked to summarize the judges' comments. Judges have discretionary power to move submissions into alternative categories that they think may be more suitable. All judges are required to sign a disclaimer form to keep information about entries and the final winners confidential. The judges are carefully selected for their wealth of experience and expertise, as well as their absence of conflicts of interest. Judges cannot judge any categories that their company has submitted for and are obliged to declare that they have no conflicts of interest prior to judging.

 

About Private Asset Management Magazine:
Private Asset Management (PAM) – the industry publication that exclusively covers the wealth management and family office industry – brings to readers actionable information regarding best business practices, investment management and trust services. It incorporates breaking industry news, people moves, in-depth trend articles and profiles on top multi- and single-family offices and wealth management firms. In conjunction with Pam’s monthly breakfast briefings, the magazine advises, educates and fosters a sense of community and peer-to-peer networking opportunities. PAM’s readership includes family offices, private bankers, money managers, high-net-worth units, hedge fund managers, consultants, concierge firms, lawyers and accountants. PAM is published by Pageant Media, a leading provider of business information and insight.