BOSTON – December 27, 2022 – Fiduciary Trust Company (FTC) is pleased to have been named a finalist in five categories of the 2023 Private Asset Management Awards:
- Best private wealth manager – performance
- Best private wealth manager over $5bn – client service
- Best fiduciary/trustee service
- Best custodian
- Best estate planning advisory service
In addition, the sponsor of FTC’s donor-advised fund program, Fiduciary Trust Charitable, was named an award finalist in the Best Philanthropic/Educational Initiative category.
The Private Asset Management Awards recognize outstanding performance in the private wealth management industry, awarding top investment professionals, wealth professionals and advisors, legal firms, consultants, and other key asset management service providers.
Fiduciary Trust has been recognized by the Private Asset Management awards for the past seven years, earning two awards in 2022, including Best Wealth Manager Over $5bn – Client Service, and Best Custodian. In 2021, the firm received four awards including Best Fiduciary/Trustee Service, Best Estate Planning Advisory Service, Best Custodian, and Highly Commended Private Wealth Manager Over $5bn – Client Service.
The 2023 award recipients will be announced at the award ceremony on February 9, 2023.
About Fiduciary Trust Company
Fiduciary Trust is a privately owned wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary’s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services.
Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients’ best interests. The firm’s client focus has enabled it to achieve a 98% average annual client retention rate for over a decade.