GREENWICH, CT -- (Marketwired) -- 02/04/15 -- Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra high net worth families and institutions, announced that the firm has been named "Best Private Wealth Manager, Under $5 Billion" at this year's Private Asset Management (PAM) awards, held on Monday, February 2 in New York City.
The judging panel, comprised of professionals from nine peer firms in the wealth management profession, recognized Fieldpoint Private as a Finalist in two additional award categories, "Best Multi-Family Office, Over $2.5 Billion" and "Best Multi-Family Office, Client Service, Over $2.5 Billion." The awards are based on the criteria of financial progress, growth, client satisfaction, and product innovation.
"Huge congratulations to Fieldpoint Private for this honor," said Stephanie Bartup, Editor of Private Asset Management. "The firm's dedication to its client base, its impressive growth figures and outstanding management team were all noted by our panel of independent judges."
Robert Matthews, President and CEO of Fieldpoint Private, noted that the firm's relatively short history (it was founded in 2008) makes the award particularly gratifying. "This award is a testament to the insight of our founders and the talents of our colleagues," he said. "In just a few years, what started as a vision for a new kind of wealth advisory and private banking firm has become recognized as a standard of excellence in its profession." Mr. Matthews added, "On behalf of all of the colleagues at the firm, I would like to express our appreciation to Private Asset Management and to the judging panel."
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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