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Named 'Best Private Wealth Manager, Under $5 Billion'
GREENWICH, CT --(Marketwired - February 25, 2016) - Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra high net worth families and institutions, announced that for the second consecutive year it has been named "Best Private Wealth Manager, under $5 Billion" at the Private Asset Management (PAM) awards, held this week in New York City.
The awards are among the most respected in the industry, judged by a panel of professionals from 11 peer firms in the wealth management profession. The judges also recognized Fieldpoint Private as a Finalist in the category of "Best Multi-Family Office, Client Service, over $2 Billion."
Stephanie Bartup, Editor of Private Asset Management, noted that Fieldpoint Private was the only advisory firm in 2016 to repeat the award it had received the year before. "Our judges continued to be impressed by Fieldpoint's outstanding client service model and by its innovative approach to investment strategy," said Ms. Bartup.
"The colleagues of Fieldpoint Private are truly honored by this recognition," said Robert Matthews, President and CEO of Fieldpoint Private. "They regularly experience the gratitude of clients for their efforts, but to earn this recognition from peers, amid such impressive competition, is very special. To do it twice, even more so. On their behalf I thank Private Asset Management and its judges for this recognition."
About Fieldpoint Private
Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients, including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services.
Fieldpoint Private was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people's individual circumstances. Our firm is built on a philosophy of exclusive membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Our client-oriented service approach offers a unique client experience custom crafted to each client's financial needs.
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