-

Fieldpoint Private Wins Three Global Private Banking Innovation Awards

Annual Awards Name Fieldpoint Private Best Boutique Private Bank globally.

GREENWICH, Conn.--(BUSINESS WIRE)--Fieldpoint Private, the fast-growing private bank serving entrepreneurs, families, businesses and institutions, received three honors from the Global Private Banking Innovation Awards, 2022. The firm was recognized as Best Boutique Private Bank – global, Best Pure Play Private Bank - United States, and honored in the Strategy and Technology award category for Most Innovative Business Model.

Collectively, the awards recognize innovation in advisor capabilities, the use of technology to nurture long-term client engagement, strength in digital solutions, and performance. The Best Boutique award is Fieldpoint Private’s second such global recognition in 2022.

“It is extremely gratifying to be recognized among the top private banks, wealth managers and asset managers in the world,” said Russ Holland, President and CEO of Fieldpoint Private. “These awards, judged by an esteemed panel of our peers, underscore our commitment to using digital innovation to empower human advice in meeting the sophisticated needs of our ultra-high-net worth clients in all categories. We are beyond honored to be selected.”

Presented annually by the Global Private Banker and sister publication, The Digital Banker, the Global Private Banking Innovation Awards recognize and celebrate the world’s best private banks, wealth managers and asset managers that champion innovation across advisory, services, product, customer experience and more. The awards are co-judged by senior leaders from consultancies, family offices, tax service providers, fund houses and asset managers from around the world.

About Fieldpoint Private

Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) has more than $1.6 billion in bank assets and provides personalized, custom private banking and wealth transfer services. Catering to successful individuals, families, entrepreneurs, businesses and institutions, Fieldpoint Private develops a comprehensive understanding of our clients’ individual financial circumstances and furnishes comprehensive advice and personal service to free up the one resource that regardless of means no one can ever have enough of: time.

Banking Services: Fieldpoint Private Bank & Trust. Member FDIC.

Registered Investment Advisors: Fieldpoint Private Securities, LLC, is a SEC Registered Investment Advisor and Broker Dealer. Member FINRA, MSRB, SIPC. Accounts managed by FPS are not FDIC insured.

Trust services offered through Fieldpoint Private Trust, LLC, a public trust company chartered in South Dakota by the South Dakota Division of Banking.

Contacts

Michael White
Fieldpoint Private
203.413.9340
mwhite@fieldpointprivate.com

Fieldpoint Private


Release Versions

Contacts

Michael White
Fieldpoint Private
203.413.9340
mwhite@fieldpointprivate.com

More News From Fieldpoint Private

Fieldpoint Private Adds Chelsea Jones as Firmwide Director of Treasury Management

WINTERPARK, Fla.--(BUSINESS WIRE)--Fieldpoint Private, the leading private banking services firm serving entrepreneurs, families, businesses and institutions, announced the addition of Chelsea Jones as the firm’s director of treasury management. Jones is responsible for all elements of treasury management, an integral component of Fieldpoint Private’s holistic, state-of-the-art offerings for the bank’s commercial and private clients. She oversees treasury product strategy, analysis, development...

Fieldpoint Private Adds Two Executives to Key Leadership Roles

GREENWICH, Conn.--(BUSINESS WIRE)--Fieldpoint Private, the fast-growing private banking firm serving entrepreneurs, families, businesses and institutions, announced the promotion of two executives to the firm’s Management Executive Committee. Adam Ercoli, previously Director of Commercial Banking, and John Davis, previously Director of Strategy and Execution, will assume the roles of Chief Banking Officer and Chief Innovation Officer, respectively. “We are excited to welcome these trusted colle...

Fieldpoint Private Launches Advisor Banking Services Platform: First-of-its-kind platform provides full suite of private banking offerings to independent advisory community

GREENWICH, Conn.--(BUSINESS WIRE)--Fieldpoint Private announces the launch of Fieldpoint Private Advisor Banking Services, a boutique private banking solution for select RIAs and their clients. This platform enables independent registered investment advisor (RIA) firms to integrate private personal and commercial banking and lending into their wealth management service offerings. Fieldpoint Private is filling an unmet need for a white-glove private banking resource dedicated to the independent...
Back to Newsroom