Awards and Recognition

Best Private Wealth Manager, Under $5 Billion - 2016

Fieldpoint Private is once again honored as "Best Private Wealth Manager, Under $5 Billion," at the Private Asset Management (PAM) awards, 2016. The award is judged on the criteria of financial progress, growth, client satisfaction, and product innovation. Fieldpoint Private was also recognized as a Finalist in the category, "Best Multi-Family Office, Client Service, Over $2 Billion."

2016 PAM Awards Winner

Best Private Wealth Manager, Under $5 Billion - 2015

Fieldpoint Private is honored to be named as "Best Private Wealth Manager, Under $5 Billion," at the Private Asset Management (PAM) awards, 2015. The award is judged on the criteria of financial progress, growth, client satisfaction, and product innovation. In addition, Fieldpoint Private was recognized as a Finalist in two other categories – "Best Multi Family Office, Over $2.5 Billion" and "Best Multi-Family Office, Client Service, Over $2.5 Billion."

2015 PAM Awards Winner

"Highly Commended" - Best Global Private Banking Boutique - 2014

The awards are produced by The Financial Times and their wealth management journals, The Banker and Private Wealth Management. Fieldpoint Private is proud to be the only North American firm to receive this recognition. It is our second such award in the last three years, awarded on the criteria of business performance, portfolio management, asset allocation, due diligence and risk management, growth strategies, customer service, ethics, business models and innovation.

Financial Times - Highly Commended Award  

Financial Times Top Financial Advisors 2014

Fieldpoint Private has been named to the FT 300 for 2014, the Financial Times inaugural listing of the top 300 investment advisors in America, based on year-end 2013 asset levels and growth, years in business, industry certifications of staff, SEC compliance record, and online accessibility.

Financial Times - Top Financial Advisors 2014

Inc. 5000 - 2012

Fieldpoint Private has been named to the 2012 Inc. 5000 list of the fastest growing privately owned companies in the U.S. Our ranking — 507 — was the highest for any U.S. bank since before the financial crisis, and one of the highest for any bank in the 30-plus year history of the awards.
 

Editor's Special Award - Private Banker International Global Wealth Awards - 2012

This prestigious award, given by the world's oldest international wealth journal, recognizes a young firm in the wealth advisory space that is making its mark quickly, judged to have the strongest growth and most innovative business model among firms considered from around the world.

The publication's editorial team weighs factors such as capital adequacy, asset flows, advisor-to-client ratios, portfolio strategy, due diligence processes and technological innovation. Nicholas Moody, editor of Private Banker International, said, "Not everyone has heard of Fieldpoint Private -- yet -- but its back-story and performance suggest it is one to watch."

Editors Special Award

Boutique Investment Advisory Bank of the Year - USA - Intercontinental Finance - 2012

Intercontinental Finance is a UK-based publication that reaches over 150,000 professionals globally in the banking, private equity and legal fields.

Boutique Investment Advisory Bank of the Year - 2012

"Highly Commended" - Best Global Private Banking Boutique - 2012

The awards are produced by The Financial Times and their wealth management journals, The Banker and Private Wealth Management. The commendation was the product of a methodical four-month vetting process, undertaken by a panel of industry peers assessing business performance, portfolio management, asset allocation, due diligence and risk management, growth strategies, customer service, ethics, business models and innovation.

At the event, Fieldpoint Private was also awarded a second commendation, in the category honoring best business results.

Financial Times - Highly Commended Award  
 

Awards, rankings, ratings and other items cited herein should not be viewed as an endorsement or recommendation of any product or service offered by Fieldpoint Private. Individual clients’ experience differs, and any award, ranking, rating or other item cited herein is not necessarily representative of any particular client’s experience. Performance results vary over time, and nothing herein represents a guarantee or prediction of future performance results.