Best Wealth Manager: Long-Term Performance

2013, Private Asset Management, "Best Wealth Manager: Long-Term Performance"

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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:

  • 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 over the course of the year prior to the award date

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.