CIBC Private Wealth Blog
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June 27, 2022
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Blogs

Investment Strategy Update: Europe, China and Geopolitics
Dave Donabedian, CFA
March 26, 2014
So far, 2014 has certainly met our expectation of “less return, more volatility” compared with last year. But in many ways, the short-term challenges facing the U.S. seem relatively tame compared to a variety of big macro issues in other parts of the world. As we approach the end of the first quarter, it is a good time to review the underpinnings of our outlook for the full year. ...

Atlantic Trust Team Members Head to Tucson for ACTEC 2014
Paulina Mejia
March 19, 2014
Earlier this month, my colleagues and I had the pleasure of attending the American College of Trust and Estate Counsel (ACTEC)’s 2014 annual meeting in Tucson, AZ. We joined more than 600 trust and estate attorneys specializing in wealth transfer, estate planning, trusts, charitable giving and other areas for an informative and productive week of networking, learning and socializing. ...

Atlantic Trust Adds Charlie Fowler to Newport Beach Office
Jack Markwalter
March 12, 2014
It is my great pleasure to announce that Charlie Fowler, CFP, has joined our Newport Beach office as a vice president. In his new role, Charlie will work to foster new relationships with high-net-worth clients and strengthen associations with key intermediaries in the Southern California region. Prior to joining Atlantic Trust, he was a vice president in the Private Client Group of...

Atlantic Trust Recognized by Private Asset Management (PAM)
Eric Propper, CFA
March 05, 2014
In late February, members of our New York team and I were pleased to represent Atlantic Trust at the 2014 Private Asset Management (PAM) Awards, accepting awards in the following categories: Best Private Wealth Manager—New Product (for Atlantic Trust's new hedge fund of funds) Best Multi-Family...

Accessing Global Investment Expertise
Dave Donabedian, CFA
February 19, 2014
Our clients come to Atlantic Trust once they already have attained substantial wealth, and it is the firm’s primary job to protect that wealth and grow it over time. To achieve these results, Atlantic Trust has designed a disciplined asset allocation process and a hybrid investment model that combines internal and external investment management. Once the appropriate asset allocation is...

Firm Growth: Record $24B AUM, 27 Consecutive Quarters Growth
Jack Markwalter
February 12, 2014
I am pleased to announce that, for the year ending Dec. 31, 2013, Atlantic Trust achieved a record $24 billion in assets under management (AUM) supported by $1.9 billion in positive net client asset flows. This marks the 27th consecutive quarter of positive net organic growth for the firm. Atlantic Trust also achieved 99% retention of clients entrusting more than $5 million to Atlantic...

Choosing the Best Giving Vehicle
Linda Beerman
January 29, 2014
When it comes to charitable planning, our clients often ask, “What is the best way to give?” While cash gifts are the most direct way, they are not the only way to support your favorite cause. In fact, you might be interested in the additional benefits that can be achieved with a structured giving vehicle, such as the long-term convenience of a donor-advised fund, the control that can...

Atlantic Trust team heads to annual Heckerling Institute in Orlando
Linda Beerman
January 22, 2014
[gallery type="slideshow" ids="228,227,226,222,223,224,225,221,220,219,218,214,215,216,217,213,186,184" orderby="rand"] Last week, I had the pleasure of attending the 48th Annual Heckerling Institute on Estate Planning held at the Orlando World Center, Marriott Resort & Convention Center in Orlando, FL. As the nation’s largest and most prestigious conference for estate planners,...

2014 Investment Outlook: Better Growth, But No Liftoff
Dave Donabedian, CFA
January 08, 2014
Since the official end of the Great Recession in mid-2009, investors, businesses and policymakers have been looking for a corresponding “Great Surge” in the U.S. economy. It has not yet materialized. Because of the unique nature of this cycle, driven by a credit overhang that needs years to burn off, the economic recovery and expansion over the last 4 1/2 years have been stubbornly slow....

2013—A Milestone Year for Atlantic Trust
Jack Markwalter
January 01, 2014
It was a strong year for Atlantic Trust on a number of fronts and we are pleased to start 2014 as part of CIBC. We believe we found the right, long-term fit for Atlantic Trust with CIBC, will enable us to invest in our business based on what clients need and want. Not only is CIBC a highly reputable, financially stable 150-year-old firm, they are committed to helping us create the most...

Home is Where the Domicile Is: What to Know Before Relocating to Florida
November 30, 0002
Every year, thousands of vacationers from all over the world travel to Florida for its plentiful surf, sand and sunshine. What visitors may not know is that the absence of state income and estate taxes, combined with one of the country’s broadest homestead exemptions, also makes Florida an attractive destination for those looking to relocate or retire. Before you can...

Home is Where the Domicile Is: What to Know Before Relocating to Florida
Art Graper, CFP®
November 30, 0002
Every year, thousands of vacationers from all over the world travel to Florida for its plentiful surf, sand and sunshine. What visitors may not know is that the absence of state income and estate taxes, combined with one of the country’s broadest homestead exemptions, also makes Florida an attractive destination for those looking to relocate or retire. Before you can begin to...

Atlantic Trust surpasses $25 billion in assets under management with strong client inflows, market returns
November 30, 0002
We are pleased to share that AtlanticTrust reached a record $25.4 billion in assets under management (AUM) at July 31, 2014, an increase of $1 billion from the previous fiscal quarter, reflecting market returns and strong client inflows. The net inflows reflect a healthy blend of approximately 40% net client additions and 60% new client relationships, typically referrals from current...

Medicare Open Enrollment - It's That Time Again!
November 30, 0002
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