FLPutnam Named 2022 Awards Finalist by Private Asset Management

March 8, 2022

We are pleased to announce that FLPutnam was shortlisted as a finalist for the Private Asset Management 2022 awards in the category of “Private Wealth Manager M&A Deal of the Year” for our acquisition of Atrato Advisors. The deal created a robust, full-service alternative investment consulting practice within FLPutnam and deepened our manager and non-proprietary research capabilities, allowing us to diligence a broader set of sustainable and impact investment opportunities for our clients. For more details on the transaction click here.

Disclosure:
About the Private Asset Management Awards
For more than two decades, the Private Asset Management (PAM) awards have provided a platform for top investment professionals, wealth advisors, legal firms, consultants, and other key service providers operating within the sector, to showcase the incredible achievements they have accomplished. The 2022 PAM award categories were developed in consultation with the sector to ensure they are representative of the broad and fast-moving nature of the industry. The rigorous judging process is overseen by a panel of leading hedge fund COOs, CFOs, CCOs, GCs and CTOs. Firms are required to fill out an application to be considered. There is no cost to participate.

About the “Private Wealth Manager M&A Deal of the Year” Award
This award is designed to reward the private bank, multi-family office or wealth management firm which has undertaken the most impressive and transformative acquisition over the past 12 months (ending July 31, 2021). Firms should provide evidence of the positive impact of the deal, how they are maintaining top client servicing standards, and the opportunities for growth that are likely to result.

Criteria:

  • Announcement of an impactful and transformative acquisition during the past 12 months
  • Clear demonstration of the commercial success expected
  • Evidence of how client service standards will be maintained

Industry recognitions or award should not be construed as an endorsement or a recommendation to retain the Adviser by the ranking entity or any regulatory authority.  Any rankings or awards cited were provided by independent third-parties based on their predetermined evaluation criteria. F.L.Putnam neither provided any financial remuneration to these third-parties nor exercised any influence or control over the criteria used or the results generated, other than providing or making available, directly or indirectly, objective numerical data that could have been used by third-party as input variables.

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