Best Private Client Investment Platform


2012, Private Asset Management, "Best Private Client Investment Platform – Performance"

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Atlantic Trust has been recognized by Private Asset Management (PAM) magazine as having the Best Private Client Investment Platform-Performance in 2012, among firms with more than $5 billion in assets under management.

PAM annually invites firms to compete for awards in several categories, and then a panel of independent industry experts selects the nominees and winners. PAM says that it considers the following criteria when selecting the winners of these awards:

  • Financial progress: Candidates must be able to demonstrate performance track records over the course of the last twelve months
  • Growth: Client numbers, internal hires and geographic expansion
  • Client satisfaction: Provide evidence of client satisfaction, including anecdotes and direct client statements
  • Product innovation: Details of new services and products launched during 2011

Any reference to a ranking, a rating or an award provides no guarantee of future performance results, and is not necessarily indicative of any particular client's experience and is not constant over time. In 2012, Atlantic Trust was selected by PAM for the award of "Best Private Client Investment Platform – Performance" based on information provided by Atlantic Trust. 10 firms entered the category for this award and 4 firms were shortlisted, of which Atlantic Trust was the only firm selected for the award. The specific criteria PAM used to determine the award is considered proprietary and could not be obtained. In response to PAM's question about "how [we] have developed our [investment] offering in 2011" regarding "product innovation, performance and how [we] dealt with the challenges of the last year," Atlantic Trust provided an overview of our investment approach and recent asset allocation recommendations, as well as highlights of proprietary performance. Atlantic Trust provided detailed performance information for the Atlantic Trust Disciplined Equity Strategy. Atlantic Trust did not provide detailed performance information with respect to the more than 50 other proprietary and externally managed strategies available on our platform. Thus, the reference to "investment platform – performance" in the award should not be misconstrued as suggesting that PAM conducted a comprehensive review and analysis of the performance of all of the strategies on our platform. In 2011, of the five firms shortlisted by PAM for the "Best Private Wealth Manager in Overall Client Service" rating, Atlantic Trust was the only firm selected for the award. For more information, visit www.pammagazine.com.