CIBC Private Wealth Blog
Atlantic Trust Opens 3rd Office in Texas, 14th Nationwide
July 14, 2016
Atlantic Trust is pleased to announce the opening of a new office—our 14th nationwide—in Dallas, Texas. This strategic expansion builds upon our firm’s already strong foundation in Texas with our Austin and Houston offices and provides room for further growth in one of the country’s fastest-growing wealth centers. Dallas is already well established as a vibrant wealth...
Gaby Bailey Among the 50 Most Influential Women in Private Wealth
July 13, 2016
We are pleased to announce that Gabrielle D. “Gaby” Bailey, chief fiduciary officer for Atlantic Trust, has been named one of the country’s 50 most influential women in private wealth by Private Asset Management (PAM) magazine. Gaby joined Atlantic Trust in 2003 as the firm’s legal counsel before eventually joining our Wealth Strategies Group as director of Delaware...
Atlantic Trust Recognized in Financial Times Top 300 RIAs List
Kishore Setty, CFA
June 30, 2016
My colleague, Kyle Edmonds, CFP®, and I were honored to represent Atlantic Trust at a recent awards presentation in New York hosted by Financial Times, a leading financial news publication. During the presentation, Atlantic Trust was recognized for its inclusion in Financial Times’ list of the nation’s top 300 Registered Investment...
Creating Flexible Trusts in Uncertain Times
Judy Saxe, AEP®, CAP®
June 29, 2016
Attorneys and other advisors often recommend trusts to help manage and protect assets for the long term or to help achieve a certain tax benefit. If a trust is designed to be irrevocable, whether during life or after death, it is critical to consider whether it makes sense to add provisions that may enable trust modifications if necessary to adapt to changing times and circumstances. ...
Negative Interest Rates: Paying to Save
Gary Pzegeo, CFA
June 29, 2016
Exorbitant pricing has returned to markets, and not just in Silicon Valley or biotech stocks. Over the last several months, central banks in Europe and Japan have begun charging member financial institutions to store bank reserves anywhere from 0.1% to 0.4% of the value of those reserves. This has been called Negative Interest Rate Policy, or NIRP. The numbers are small, but the...
Discovering Quality Through a Different Lens
Brant Houston, CFA
June 27, 2016
Earlier this month, Atlantic Trust published a new white paper on atlantictrust.com, titled “Discovering Quality Through a Different Lens.” In it, we outline our differentiated approach to large-cap core investing and provide insight on what we believe has set the Atlantic Trust Disciplined Equity Strategy apart from our peers and has helped drive outperformance relative to the S&P...
Atlantic Trust Sponsors ACTEC Summer Meeting in Boston
June 23, 2016
Atlantic Trust was pleased to again sponsor the American College of Trust and Estate Counsel (ACTEC) Summer Meeting. This year’s event took place in Boston, Massachusetts, on June 16–19. In addition to hosting an exhibit booth, our firm co-sponsored a dinner reception and tour of the John F. Kennedy Presidential Library and Museum on the evening of Saturday, June 18....
Welcoming Halsey Schreier to Our New York Office
June 22, 2016
We are pleased to announce that Halsey O. Schreier has joined the team in New York as vice president and a wealth strategist. In his role as wealth strategist, Halsey will provide high net worth clients with integrated wealth management services, including comprehensive wealth transfer and financial planning solutions, multi-generational legacy planning and fiduciary...
Atlantic Trust’s Newport Beach Office Moves to Fashion Island
Andrew Lang, CFA
June 21, 2016
We are pleased to announce that our Newport Beach, California, office has moved from its former location at MacArthur Court to the city’s upscale Fashion Island shopping area. The new office, located at 520 Newport Center Drive, provides room for growth as we expand our footprint and deepen our capabilities in Orange County and surrounding areas. The new office not only...
Atlantic Trust’s Investment and Political Outlook Series Continues
Bruce Katz, CFP®
June 17, 2016
Atlantic Trust was pleased to host two more installments of its 2016 Investment and Political Outlook Speaker Series event last week in New York and New Jersey. Chief Investment Officer Dave Donabedian and Cook Political Report Editor and Political Analyst David Wasserman took to the stage to offer their insights into the upcoming presidential election and the potential effects of its...
CIBC and Atlantic Trust Volunteer at the United Way Rooftop Garden
June 10, 2016
On the morning of May 20, eight CIBC and Atlantic Trust employees gathered recently on the roof of the Metro Baptist Church in New York’s Hell’s Kitchen neighborhood, in partnership with the United Way of New York City, to volunteer for the Hell’s Kitchen Farm Project. Together, they helped transform 52 kiddie pools into nearly 1,000 square feet of new plant and...
A “Principled” Pathway to Family Success
June 08, 2016
What does it mean for a family to “succeed”? From our many years of working with multi-generational families on the transition of their wealth, we’ve learned that for most of them, “success” is defined as creating an environment for the sustainability of wealth across generations. With that in mind, our Wealth Strategies Group has crystallized its offering to help...
The Balancing Act Of Caring For Your Parents And Your Children
May 26, 2016
Whether it’s helping to streamline mundane tasks, bring people together or keep better track of the day-to-day responsibilities at home and at work, technology plays a fascinating role in all of our lives. It’s also helping us live longer: according to the Bureau of Labor Statistics, the average life expectancy has increased by more than 60% between 1900 and 2000. ...
3 Questions to Ask When Helping Aging Parents with Estate Planning
May 25, 2016
What can you do to help your parents with their estate planning? It’s difficult to know what kind of “help” your parents may need—or when it’s the right time to step in—especially if your parents are reluctant to share information about their finances. Coordinating with your parents’ advisors is a great way to keep your finger on the pulse of your parents’ estate planning needs. ...
Brexit: Will They Stay or Will They Go?
Dave Donabedian, CFA
May 25, 2016
"Should the United Kingdom remain a member of the European Union or leave the European Union?" This is the question that British voters will answer in a June 23rd national referendum. As the vote approaches, this could be a source of volatility in global equity, fixed income and currency markets. Background ...