2021 Private Asset Management Awards

CIBC Private Wealth, US, has received the Private Asset Management (PAM) award for Best Private Wealth Manager Over $5 billion – Performance. Additionally, the firm was highly commended in the Best Multi-Family Office–Over $20 billion category. Patricia Bannan CFA, head of equities, was also highly commended as Manager or Investment Research Professional of the Year. PAM, a leading financial services industry trade publication, announced the award on February 10 during a virtual ceremony.

View the full list of winners at Private Asset Management.

2021,  Private Asset Management, “Best Private Wealth Manager Over $5B–Performance” 
In 2021, the detailed information provided by CIBC Private Wealth for “Best Private Wealth Manager–Performance” award included information on both internal and external strategies. The firm was one of three shortlisted for this award, and was the only one to win. Criteria used included delivery of client objectives through risk-adjusted performance and commercial success and asset/client growth.

2021,  Private Asset Management, “Best Multi-Family Office Over $20B” Highly Commended
In 2021, the detailed information provided by CIBC Private Wealth for “Best Multi-Family Office Over $20B” award included information on both internal and external strategies. The firm was one of four shortlisted for this award, and was highly commended. Criteria used included delivery of client objectives through risk-adjusted performance, quality of tax, estate and other services to meet the needs of HNW/UHNW clients, and client service demonstrated through client testimonials.

2021, Private Asset Management, “Manager or Investment Research Professional of the Year” Highly Commended. In 2021, the detailed information provided by CIBC Private Wealth for “Manager or Investment Research Professional of the Year” award included information on both internal and external strategies. Tricia Bannan was one of twelve shortlisted for this award, and was highly commended. To qualify the individual must be a manager of investment research professional at a wealth manager, private bank or family office who was active in the 12 months to July 31, 2020 and demonstrates a positive impact on client outcomes.