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CIBC Private Wealth awards and recognition

CIBC Private Wealth continues to earn national recognition for excellence in private wealth management.

PAM annually invites firms to compete for awards in several categories that are reviewed by a panel of independent industry experts. PAM considers the following criteria when selecting the winners of these awards: (1) Financial progress: Candidates must be able to demonstrate performance track records over the course of the last 12 months. (2) Growth: Client numbers, internal hires and geographic expansion (3) Client satisfaction: Provide evidence of client satisfaction (4) Product innovation: Details of new services and products launched over the course of the year prior to the year the award is given.

2023, Private Asset Management, “Best High-Net Worth Investment Platform.” February 9, 2023. The detailed information provided by CIBC Private Wealth included information on both internal and external strategies as of July 31, 2022. The firm was one of five shortlisted for this award, and was the only one to win the award. Criteria used included delivery of client objectives through risk-adjusted performance across a range of investment solutions and demonstration of client servicing standards, including client testimonials.

Family Wealth Report annual awards are determined by a panel of judges’ review of questionnaires. The categories are focused around three main areas (1) Experts (individuals and teams); (2) Products; and (3) Services for wealth managers and clients/institutions of all sizes and types.

2022, Family Wealth Report, “Private Client Investment Platform.” May 4, 2022, The award recognizes investment platforms specializing in servicing the investment needs of the high net worth community with information provided as of Sept. 2021. CIBC Private Wealth was one of seven firms shortlisted and the only recipient of this award.

2022, Family Wealth Report, "Leading Individual (MFO)”. May 4, 2022, Eric Propper, CFA, was one of five candidates shortlisted and the only recipient of this award. The award recognizes an individual working in the private client world with information provided as of Sept. 2021.

2021, Family Wealth Report, “Private Client Investment Platform” May 6, 2021. The award recognizes investment platforms specializing in servicing the investment needs of the high net worth Community with information provided as of Sept. 2020. CIBC Private Wealth was one of five firms shortlisted and the only recipient of this award.

2022, Barron’s, “Top 100 RIA Firms”, 2021, Barron’s, “Top 100 RIA Firms,” and 2020, Barron’s, “America’s Best RIA Firms.” CIBC Private Wealth placed 7 of 100 firms in this list published September 19, 2022 with information provided as of June 30, 2022, 4 of 100 firms in the list published September 17, 2021 with information provided as of June 30, 2021,  and 2 of 100 firms in the list published September 14, 2020 with information provided as of June 30, 2020. Rankings are focused on private wealth management assets and include metrics on succession planning, growth, client segmentation, technology spending, and staff diversity.

Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time.