Key Family Wealth, the multi-family office division of Key Private Bank, was named 2020 "Best Outsourced Chief Investment Officer (OCIO)" by Private Asset Management (PAM) magazine. An OCIO is an arrangement in which leading families or institutions engage a third party to manage all or a portion of their investment portfolio.
"Being recognized for the quality of our OCIO initiatives showcases our commitment to providing industry-leading investment management capabilities to families," said Gary Poth, head of Key Family Wealth. "Our strategies are developed through a multi-generational lens that reinforces family values and focuses on the long-term protection and preservation of wealth."
Key Family Wealth was selected from a shortlist of five talented OCIO providers. The award recognizes industry-leading firms providing best-in-class outsourced CIO capabilities and services to clients, which is ultimately selected by an independent panel of judges and industry experts.
For more than two decades, the PAM Awards have recognized high performing firms and wealth advisors operating within the private asset management industry. An independent panel of industry experts evaluates both qualitative and quantitative performance indicators to select the winners.
Find out How Our OCIO Option Is Making a Difference for Families
Preserving multiple generations of wealth requires sophisticated strategies that will help you retain, grow and protect your family’s wealth. An OCIO can be integral part of adding the element of sustainability for wealth over time.
Find out more about OCIO services by contacting a Key Family Wealth advisor.
Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).
Key Family Wealth is the marketing name through which KeyBank National Association (KeyBank) provides a range of financial products and solutions.
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Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses.
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