In 2013, Atlantic Trust was recognized by PAM, a financial services industry trade publication, as being the Best Wealth Manager: Long-Term Performance among firms with more than $5 billion in assets under management (AUM).
PAM considers the following criteria when selecting the winner of the awards:
The detailed information provided by Atlantic Trust for the award included information on both internal and external strategies. Ten firms applied for this award, of which six firms were shortlisted and Atlantic Trust was the only firm selected for the recognition.
The specific criteria PAM uses to determine the awards are considered proprietary and could not be obtained. For more information, visit www.pammagazine.com.
The Luxury Institute and Private Asset Management ratings may not be representative of any one client's experience, because the rating reflects an average of all, or a sample of all, of the experiences of Atlantic Trust's clients.
Any reference to a ranking, a rating or an award provides no guarantee for future performance results and is not constant over time.
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Internal Custody:If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
External Custody:If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
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For further assistance, please contact your Atlantic Trust client service team.