Downtime resulting from any interruption in operations—whether it be from a power failure, IT systems crash, natural disaster or even a pandemic—can have a devastating impact on financial companies. But when faced with the recent COVID-19 shutdowns, CIBC Private Wealth was well-equipped to provide seamless and uninterrupted service to its clients. Having a comprehensive disaster recovery and...

CIBC U.S. Private Wealth Management is pleased to announce that we received Private Asset Management (PAM) awards for Best High Net-Worth Investment Platform and Best Private Wealth Manager Over $5 billion—Performance. PAM, a leading financial services industry trade publication, announced the award on February 6 at a ceremony in New York. This is the tenth consecutive year that CIBC Private...

We are pleased to announce that Lowenhaupt Global Advisors (LGA), a leading family office with $1.8 billion under management and 17 employees in St. Louis and New York, has joined CIBC Private Wealth Management (see press release). The combination of our talented teams further builds on our firm’s ability to address the complex needs of ultra-high net worth, multi-generational families. With a...

I am pleased to announce that on June 3, our Private Wealth team joined CIBC’s Commercial Banking team and relocated to new office space at 525 Okeechobee Blvd. in West Palm Beach, Florida. The firm is also brings together the Private Wealth and Commercial Banking teams into new office space at 100 North Tampa Street in Tampa, Florida as of today.  While both Private Wealth and Commercial...

CIBC Private Wealth Management is pleased to announce that we have received Private Asset Management (PAM)’s award for Best Investment Platform—Performance. PAM, a leading financial services industry trade publication, announced the award on February 7 at a ceremony in New York. The PAM Awards recognize the top investment professionals, wealth advisers, legal firms, consultants and other key...

Today, we announce that CIBC Atlantic Trust Private Wealth Management has become CIBC Private Wealth Management. The same team our clients trust is backed by one of the strongest banks in North America with 150 years of providing exceptional client service. For nearly five years, CIBC has been investing in the U.S. and enabling us to build our private wealth business. Coming together under a...

Download PDF   We are pleased to announce that CIBC Atlantic Trust has received Private Asset Management (PAM)’s award for Best Investment Platform—Performance. The 2018 PAM Awards were announced last month at a ceremony in New York. This award—our sixth investment-related PAM award—is a significant accomplishment and reflects our unwavering commitment to investment excellence. We are...

Download PDF   We’ve been honored this year to have Jack Uldrich, a prominent futurist and author, as a keynote speaker for our CIBC Atlantic Trust Speaker Series, which took place in seven cities across the U.S. and attracted more than 700 attendees. Uldrich’s specialty is helping organizations develop the foresight necessary to build a successful future. His central premise is that we,...

Download PDF   We are pleased to announce that CIBC Atlantic Trust Private Wealth Management has completed its acquisition of Geneva Advisors, a private wealth management firm headquartered in Chicago. With the addition of Geneva, our firm now has more than 430 employees in 14 markets nationwide and approximately $40 billion in assets entrusted to our care. Together, Geneva Advisors and...

Download PDF   We are pleased to announce today that CIBC will be acquiring Geneva Advisors, a private wealth management firm headquartered in Chicago with US$8.4B in assets under management and a team of approximately 100 client-focused employees (see press release). They will join our CIBC Atlantic Trust Private Wealth Management team when the transaction closes in the fourth quarter of...

Download PDF   We are pleased to announce that CIBC has completed its acquisition of PrivateBancorp, Inc. and its subsidiary, The PrivateBank. Headquartered in Chicago, The PrivateBank is a high-quality, middle-market commercial bank. We expect this acquisition to benefit our clients by offering additional access to a full range of private banking, deposit and lending services. As...

Download PDF   We are pleased to announce that Linda Beerman has resumed her role as head of the CIBC Atlantic Trust Wealth Strategies Group. Linda has served 16 years with the firm as a leader in various roles, including chief fiduciary officer and as a member of the firmwide Operating Committee, in addition to her service as head of the Wealth Strategies Group, which she created. A...

Texas has long been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, CIBC Atlantic Trust held three events last week in Houston (the energy capital of the U.S.) and Dallas. These interactive, dynamic sessions involved more than 100 highly engaged participants. Speaking first was CIBC Atlantic Trust Chief...

Kishore Setty, Paulina Mejia, Kyle Edmonds, and I attended the fourth annual Family Wealth Report (FWR) awards ceremony in New York on March 2 and proudly accepted the Private Client Investment Platform award on behalf of CIBC Atlantic Trust and our investment Team. This is the third consecutive year that CIBC Atlantic Trust has been recognized by FWR, a leading trade publication covering...

My colleagues and I were pleased to accept two awards from Private Asset Management (PAM) magazine on February 13 at their annual ceremony in New York: Best Investment Platform – Performance Best Trusts and Estates Division This is the seventh consecutive year that CIBC Atlantic Trust has been recognized by PAM, a financial services industry trade publication. The publication launched...

Downtime resulting from any interruption in operations—whether it be from a power failure, IT systems crash, natural disaster or even a pandemic—can have a devastating impact on financial companies. But when faced with the recent COVID-19 shutdowns, CIBC Private Wealth was well-equipped to provide seamless and uninterrupted service to its clients. Having a comprehensive disaster recovery and...

CIBC U.S. Private Wealth Management is pleased to announce that we received Private Asset Management (PAM) awards for Best High Net-Worth Investment Platform and Best Private Wealth Manager Over $5 billion—Performance. PAM, a leading financial services industry trade publication, announced the award on February 6 at a ceremony in New York. This is the tenth consecutive year that CIBC Private...

We are pleased to announce that Lowenhaupt Global Advisors (LGA), a leading family office with $1.8 billion under management and 17 employees in St. Louis and New York, has joined CIBC Private Wealth Management (see press release). The combination of our talented teams further builds on our firm’s ability to address the complex needs of ultra-high net worth, multi-generational families. With a...

I am pleased to announce that on June 3, our Private Wealth team joined CIBC’s Commercial Banking team and relocated to new office space at 525 Okeechobee Blvd. in West Palm Beach, Florida. The firm is also brings together the Private Wealth and Commercial Banking teams into new office space at 100 North Tampa Street in Tampa, Florida as of today.  While both Private Wealth and Commercial...

CIBC Private Wealth Management is pleased to announce that we have received Private Asset Management (PAM)’s award for Best Investment Platform—Performance. PAM, a leading financial services industry trade publication, announced the award on February 7 at a ceremony in New York. The PAM Awards recognize the top investment professionals, wealth advisers, legal firms, consultants and other key...

Today, we announce that CIBC Atlantic Trust Private Wealth Management has become CIBC Private Wealth Management. The same team our clients trust is backed by one of the strongest banks in North America with 150 years of providing exceptional client service. For nearly five years, CIBC has been investing in the U.S. and enabling us to build our private wealth business. Coming together under a...

Download PDF   We are pleased to announce that CIBC Atlantic Trust has received Private Asset Management (PAM)’s award for Best Investment Platform—Performance. The 2018 PAM Awards were announced last month at a ceremony in New York. This award—our sixth investment-related PAM award—is a significant accomplishment and reflects our unwavering commitment to investment excellence. We are...

Download PDF   We’ve been honored this year to have Jack Uldrich, a prominent futurist and author, as a keynote speaker for our CIBC Atlantic Trust Speaker Series, which took place in seven cities across the U.S. and attracted more than 700 attendees. Uldrich’s specialty is helping organizations develop the foresight necessary to build a successful future. His central premise is that we,...

Download PDF   We are pleased to announce that CIBC Atlantic Trust Private Wealth Management has completed its acquisition of Geneva Advisors, a private wealth management firm headquartered in Chicago. With the addition of Geneva, our firm now has more than 430 employees in 14 markets nationwide and approximately $40 billion in assets entrusted to our care. Together, Geneva Advisors and...

Download PDF   We are pleased to announce today that CIBC will be acquiring Geneva Advisors, a private wealth management firm headquartered in Chicago with US$8.4B in assets under management and a team of approximately 100 client-focused employees (see press release). They will join our CIBC Atlantic Trust Private Wealth Management team when the transaction closes in the fourth quarter of...

Download PDF   We are pleased to announce that CIBC has completed its acquisition of PrivateBancorp, Inc. and its subsidiary, The PrivateBank. Headquartered in Chicago, The PrivateBank is a high-quality, middle-market commercial bank. We expect this acquisition to benefit our clients by offering additional access to a full range of private banking, deposit and lending services. As...

Download PDF   We are pleased to announce that Linda Beerman has resumed her role as head of the CIBC Atlantic Trust Wealth Strategies Group. Linda has served 16 years with the firm as a leader in various roles, including chief fiduciary officer and as a member of the firmwide Operating Committee, in addition to her service as head of the Wealth Strategies Group, which she created. A...

Texas has long been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, CIBC Atlantic Trust held three events last week in Houston (the energy capital of the U.S.) and Dallas. These interactive, dynamic sessions involved more than 100 highly engaged participants. Speaking first was CIBC Atlantic Trust Chief...

Kishore Setty, Paulina Mejia, Kyle Edmonds, and I attended the fourth annual Family Wealth Report (FWR) awards ceremony in New York on March 2 and proudly accepted the Private Client Investment Platform award on behalf of CIBC Atlantic Trust and our investment Team. This is the third consecutive year that CIBC Atlantic Trust has been recognized by FWR, a leading trade publication covering...

My colleagues and I were pleased to accept two awards from Private Asset Management (PAM) magazine on February 13 at their annual ceremony in New York: Best Investment Platform – Performance Best Trusts and Estates Division This is the seventh consecutive year that CIBC Atlantic Trust has been recognized by PAM, a financial services industry trade publication. The publication launched...

Downtime resulting from any interruption in operations—whether it be from a power failure, IT systems crash, natural disaster or even a pandemic—can have a devastating impact on financial companies. But when faced with the recent COVID-19 shutdowns, CIBC Private Wealth was well-equipped to provide seamless and uninterrupted service to its clients. Having a comprehensive disaster recovery and...

CIBC U.S. Private Wealth Management is pleased to announce that we received Private Asset Management (PAM) awards for Best High Net-Worth Investment Platform and Best Private Wealth Manager Over $5 billion—Performance. PAM, a leading financial services industry trade publication, announced the award on February 6 at a ceremony in New York. This is the tenth consecutive year that CIBC Private...

We are pleased to announce that Lowenhaupt Global Advisors (LGA), a leading family office with $1.8 billion under management and 17 employees in St. Louis and New York, has joined CIBC Private Wealth Management (see press release). The combination of our talented teams further builds on our firm’s ability to address the complex needs of ultra-high net worth, multi-generational families. With a...

I am pleased to announce that on June 3, our Private Wealth team joined CIBC’s Commercial Banking team and relocated to new office space at 525 Okeechobee Blvd. in West Palm Beach, Florida. The firm is also brings together the Private Wealth and Commercial Banking teams into new office space at 100 North Tampa Street in Tampa, Florida as of today.  While both Private Wealth and Commercial...

CIBC Private Wealth Management is pleased to announce that we have received Private Asset Management (PAM)’s award for Best Investment Platform—Performance. PAM, a leading financial services industry trade publication, announced the award on February 7 at a ceremony in New York. The PAM Awards recognize the top investment professionals, wealth advisers, legal firms, consultants and other key...

Today, we announce that CIBC Atlantic Trust Private Wealth Management has become CIBC Private Wealth Management. The same team our clients trust is backed by one of the strongest banks in North America with 150 years of providing exceptional client service. For nearly five years, CIBC has been investing in the U.S. and enabling us to build our private wealth business. Coming together under a...

Download PDF   We are pleased to announce that CIBC Atlantic Trust has received Private Asset Management (PAM)’s award for Best Investment Platform—Performance. The 2018 PAM Awards were announced last month at a ceremony in New York. This award—our sixth investment-related PAM award—is a significant accomplishment and reflects our unwavering commitment to investment excellence. We are...

Download PDF   We’ve been honored this year to have Jack Uldrich, a prominent futurist and author, as a keynote speaker for our CIBC Atlantic Trust Speaker Series, which took place in seven cities across the U.S. and attracted more than 700 attendees. Uldrich’s specialty is helping organizations develop the foresight necessary to build a successful future. His central premise is that we,...

Download PDF   We are pleased to announce that CIBC Atlantic Trust Private Wealth Management has completed its acquisition of Geneva Advisors, a private wealth management firm headquartered in Chicago. With the addition of Geneva, our firm now has more than 430 employees in 14 markets nationwide and approximately $40 billion in assets entrusted to our care. Together, Geneva Advisors and...

Download PDF   We are pleased to announce today that CIBC will be acquiring Geneva Advisors, a private wealth management firm headquartered in Chicago with US$8.4B in assets under management and a team of approximately 100 client-focused employees (see press release). They will join our CIBC Atlantic Trust Private Wealth Management team when the transaction closes in the fourth quarter of...

Download PDF   We are pleased to announce that CIBC has completed its acquisition of PrivateBancorp, Inc. and its subsidiary, The PrivateBank. Headquartered in Chicago, The PrivateBank is a high-quality, middle-market commercial bank. We expect this acquisition to benefit our clients by offering additional access to a full range of private banking, deposit and lending services. As...

Download PDF   We are pleased to announce that Linda Beerman has resumed her role as head of the CIBC Atlantic Trust Wealth Strategies Group. Linda has served 16 years with the firm as a leader in various roles, including chief fiduciary officer and as a member of the firmwide Operating Committee, in addition to her service as head of the Wealth Strategies Group, which she created. A...

Texas has long been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, CIBC Atlantic Trust held three events last week in Houston (the energy capital of the U.S.) and Dallas. These interactive, dynamic sessions involved more than 100 highly engaged participants. Speaking first was CIBC Atlantic Trust Chief...

Kishore Setty, Paulina Mejia, Kyle Edmonds, and I attended the fourth annual Family Wealth Report (FWR) awards ceremony in New York on March 2 and proudly accepted the Private Client Investment Platform award on behalf of CIBC Atlantic Trust and our investment Team. This is the third consecutive year that CIBC Atlantic Trust has been recognized by FWR, a leading trade publication covering...

My colleagues and I were pleased to accept two awards from Private Asset Management (PAM) magazine on February 13 at their annual ceremony in New York: Best Investment Platform – Performance Best Trusts and Estates Division This is the seventh consecutive year that CIBC Atlantic Trust has been recognized by PAM, a financial services industry trade publication. The publication launched...

Downtime resulting from any interruption in operations—whether it be from a power failure, IT systems crash, natural disaster or even a pandemic—can have a devastating impact on financial companies. But when faced with the recent COVID-19 shutdowns, CIBC Private Wealth was well-equipped to provide seamless and uninterrupted service to its clients. Having a comprehensive disaster recovery and...

CIBC U.S. Private Wealth Management is pleased to announce that we received Private Asset Management (PAM) awards for Best High Net-Worth Investment Platform and Best Private Wealth Manager Over $5 billion—Performance. PAM, a leading financial services industry trade publication, announced the award on February 6 at a ceremony in New York. This is the tenth consecutive year that CIBC Private...

We are pleased to announce that Lowenhaupt Global Advisors (LGA), a leading family office with $1.8 billion under management and 17 employees in St. Louis and New York, has joined CIBC Private Wealth Management (see press release). The combination of our talented teams further builds on our firm’s ability to address the complex needs of ultra-high net worth, multi-generational families. With a...

I am pleased to announce that on June 3, our Private Wealth team joined CIBC’s Commercial Banking team and relocated to new office space at 525 Okeechobee Blvd. in West Palm Beach, Florida. The firm is also brings together the Private Wealth and Commercial Banking teams into new office space at 100 North Tampa Street in Tampa, Florida as of today.  While both Private Wealth and Commercial...

CIBC Private Wealth Management is pleased to announce that we have received Private Asset Management (PAM)’s award for Best Investment Platform—Performance. PAM, a leading financial services industry trade publication, announced the award on February 7 at a ceremony in New York. The PAM Awards recognize the top investment professionals, wealth advisers, legal firms, consultants and other key...

Today, we announce that CIBC Atlantic Trust Private Wealth Management has become CIBC Private Wealth Management. The same team our clients trust is backed by one of the strongest banks in North America with 150 years of providing exceptional client service. For nearly five years, CIBC has been investing in the U.S. and enabling us to build our private wealth business. Coming together under a...

Download PDF   We are pleased to announce that CIBC Atlantic Trust has received Private Asset Management (PAM)’s award for Best Investment Platform—Performance. The 2018 PAM Awards were announced last month at a ceremony in New York. This award—our sixth investment-related PAM award—is a significant accomplishment and reflects our unwavering commitment to investment excellence. We are...

Download PDF   We’ve been honored this year to have Jack Uldrich, a prominent futurist and author, as a keynote speaker for our CIBC Atlantic Trust Speaker Series, which took place in seven cities across the U.S. and attracted more than 700 attendees. Uldrich’s specialty is helping organizations develop the foresight necessary to build a successful future. His central premise is that we,...

Download PDF   We are pleased to announce that CIBC Atlantic Trust Private Wealth Management has completed its acquisition of Geneva Advisors, a private wealth management firm headquartered in Chicago. With the addition of Geneva, our firm now has more than 430 employees in 14 markets nationwide and approximately $40 billion in assets entrusted to our care. Together, Geneva Advisors and...

Download PDF   We are pleased to announce today that CIBC will be acquiring Geneva Advisors, a private wealth management firm headquartered in Chicago with US$8.4B in assets under management and a team of approximately 100 client-focused employees (see press release). They will join our CIBC Atlantic Trust Private Wealth Management team when the transaction closes in the fourth quarter of...

Download PDF   We are pleased to announce that CIBC has completed its acquisition of PrivateBancorp, Inc. and its subsidiary, The PrivateBank. Headquartered in Chicago, The PrivateBank is a high-quality, middle-market commercial bank. We expect this acquisition to benefit our clients by offering additional access to a full range of private banking, deposit and lending services. As...

Download PDF   We are pleased to announce that Linda Beerman has resumed her role as head of the CIBC Atlantic Trust Wealth Strategies Group. Linda has served 16 years with the firm as a leader in various roles, including chief fiduciary officer and as a member of the firmwide Operating Committee, in addition to her service as head of the Wealth Strategies Group, which she created. A...

Texas has long been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, CIBC Atlantic Trust held three events last week in Houston (the energy capital of the U.S.) and Dallas. These interactive, dynamic sessions involved more than 100 highly engaged participants. Speaking first was CIBC Atlantic Trust Chief...

Kishore Setty, Paulina Mejia, Kyle Edmonds, and I attended the fourth annual Family Wealth Report (FWR) awards ceremony in New York on March 2 and proudly accepted the Private Client Investment Platform award on behalf of CIBC Atlantic Trust and our investment Team. This is the third consecutive year that CIBC Atlantic Trust has been recognized by FWR, a leading trade publication covering...

My colleagues and I were pleased to accept two awards from Private Asset Management (PAM) magazine on February 13 at their annual ceremony in New York: Best Investment Platform – Performance Best Trusts and Estates Division This is the seventh consecutive year that CIBC Atlantic Trust has been recognized by PAM, a financial services industry trade publication. The publication launched...

Downtime resulting from any interruption in operations—whether it be from a power failure, IT systems crash, natural disaster or even a pandemic—can have a devastating impact on financial companies. But when faced with the recent COVID-19 shutdowns, CIBC Private Wealth was well-equipped to provide seamless and uninterrupted service to its clients. Having a comprehensive disaster recovery and...

CIBC U.S. Private Wealth Management is pleased to announce that we received Private Asset Management (PAM) awards for Best High Net-Worth Investment Platform and Best Private Wealth Manager Over $5 billion—Performance. PAM, a leading financial services industry trade publication, announced the award on February 6 at a ceremony in New York. This is the tenth consecutive year that CIBC Private...

We are pleased to announce that Lowenhaupt Global Advisors (LGA), a leading family office with $1.8 billion under management and 17 employees in St. Louis and New York, has joined CIBC Private Wealth Management (see press release). The combination of our talented teams further builds on our firm’s ability to address the complex needs of ultra-high net worth, multi-generational families. With a...

I am pleased to announce that on June 3, our Private Wealth team joined CIBC’s Commercial Banking team and relocated to new office space at 525 Okeechobee Blvd. in West Palm Beach, Florida. The firm is also brings together the Private Wealth and Commercial Banking teams into new office space at 100 North Tampa Street in Tampa, Florida as of today.  While both Private Wealth and Commercial...

CIBC Private Wealth Management is pleased to announce that we have received Private Asset Management (PAM)’s award for Best Investment Platform—Performance. PAM, a leading financial services industry trade publication, announced the award on February 7 at a ceremony in New York. The PAM Awards recognize the top investment professionals, wealth advisers, legal firms, consultants and other key...

Today, we announce that CIBC Atlantic Trust Private Wealth Management has become CIBC Private Wealth Management. The same team our clients trust is backed by one of the strongest banks in North America with 150 years of providing exceptional client service. For nearly five years, CIBC has been investing in the U.S. and enabling us to build our private wealth business. Coming together under a...

Download PDF   We are pleased to announce that CIBC Atlantic Trust has received Private Asset Management (PAM)’s award for Best Investment Platform—Performance. The 2018 PAM Awards were announced last month at a ceremony in New York. This award—our sixth investment-related PAM award—is a significant accomplishment and reflects our unwavering commitment to investment excellence. We are...

Download PDF   We’ve been honored this year to have Jack Uldrich, a prominent futurist and author, as a keynote speaker for our CIBC Atlantic Trust Speaker Series, which took place in seven cities across the U.S. and attracted more than 700 attendees. Uldrich’s specialty is helping organizations develop the foresight necessary to build a successful future. His central premise is that we,...

Download PDF   We are pleased to announce that CIBC Atlantic Trust Private Wealth Management has completed its acquisition of Geneva Advisors, a private wealth management firm headquartered in Chicago. With the addition of Geneva, our firm now has more than 430 employees in 14 markets nationwide and approximately $40 billion in assets entrusted to our care. Together, Geneva Advisors and...

Download PDF   We are pleased to announce today that CIBC will be acquiring Geneva Advisors, a private wealth management firm headquartered in Chicago with US$8.4B in assets under management and a team of approximately 100 client-focused employees (see press release). They will join our CIBC Atlantic Trust Private Wealth Management team when the transaction closes in the fourth quarter of...

Download PDF   We are pleased to announce that CIBC has completed its acquisition of PrivateBancorp, Inc. and its subsidiary, The PrivateBank. Headquartered in Chicago, The PrivateBank is a high-quality, middle-market commercial bank. We expect this acquisition to benefit our clients by offering additional access to a full range of private banking, deposit and lending services. As...

Download PDF   We are pleased to announce that Linda Beerman has resumed her role as head of the CIBC Atlantic Trust Wealth Strategies Group. Linda has served 16 years with the firm as a leader in various roles, including chief fiduciary officer and as a member of the firmwide Operating Committee, in addition to her service as head of the Wealth Strategies Group, which she created. A...

Texas has long been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, CIBC Atlantic Trust held three events last week in Houston (the energy capital of the U.S.) and Dallas. These interactive, dynamic sessions involved more than 100 highly engaged participants. Speaking first was CIBC Atlantic Trust Chief...

Kishore Setty, Paulina Mejia, Kyle Edmonds, and I attended the fourth annual Family Wealth Report (FWR) awards ceremony in New York on March 2 and proudly accepted the Private Client Investment Platform award on behalf of CIBC Atlantic Trust and our investment Team. This is the third consecutive year that CIBC Atlantic Trust has been recognized by FWR, a leading trade publication covering...

My colleagues and I were pleased to accept two awards from Private Asset Management (PAM) magazine on February 13 at their annual ceremony in New York: Best Investment Platform – Performance Best Trusts and Estates Division This is the seventh consecutive year that CIBC Atlantic Trust has been recognized by PAM, a financial services industry trade publication. The publication launched...

Downtime resulting from any interruption in operations—whether it be from a power failure, IT systems crash, natural disaster or even a pandemic—can have a devastating impact on financial companies. But when faced with the recent COVID-19 shutdowns, CIBC Private Wealth was well-equipped to provide seamless and uninterrupted service to its clients. Having a comprehensive disaster recovery and...

CIBC U.S. Private Wealth Management is pleased to announce that we received Private Asset Management (PAM) awards for Best High Net-Worth Investment Platform and Best Private Wealth Manager Over $5 billion—Performance. PAM, a leading financial services industry trade publication, announced the award on February 6 at a ceremony in New York. This is the tenth consecutive year that CIBC Private...

We are pleased to announce that Lowenhaupt Global Advisors (LGA), a leading family office with $1.8 billion under management and 17 employees in St. Louis and New York, has joined CIBC Private Wealth Management (see press release). The combination of our talented teams further builds on our firm’s ability to address the complex needs of ultra-high net worth, multi-generational families. With a...

I am pleased to announce that on June 3, our Private Wealth team joined CIBC’s Commercial Banking team and relocated to new office space at 525 Okeechobee Blvd. in West Palm Beach, Florida. The firm is also brings together the Private Wealth and Commercial Banking teams into new office space at 100 North Tampa Street in Tampa, Florida as of today.  While both Private Wealth and Commercial...

CIBC Private Wealth Management is pleased to announce that we have received Private Asset Management (PAM)’s award for Best Investment Platform—Performance. PAM, a leading financial services industry trade publication, announced the award on February 7 at a ceremony in New York. The PAM Awards recognize the top investment professionals, wealth advisers, legal firms, consultants and other key...

Today, we announce that CIBC Atlantic Trust Private Wealth Management has become CIBC Private Wealth Management. The same team our clients trust is backed by one of the strongest banks in North America with 150 years of providing exceptional client service. For nearly five years, CIBC has been investing in the U.S. and enabling us to build our private wealth business. Coming together under a...

Download PDF   We are pleased to announce that CIBC Atlantic Trust has received Private Asset Management (PAM)’s award for Best Investment Platform—Performance. The 2018 PAM Awards were announced last month at a ceremony in New York. This award—our sixth investment-related PAM award—is a significant accomplishment and reflects our unwavering commitment to investment excellence. We are...

Download PDF   We’ve been honored this year to have Jack Uldrich, a prominent futurist and author, as a keynote speaker for our CIBC Atlantic Trust Speaker Series, which took place in seven cities across the U.S. and attracted more than 700 attendees. Uldrich’s specialty is helping organizations develop the foresight necessary to build a successful future. His central premise is that we,...

Download PDF   We are pleased to announce that CIBC Atlantic Trust Private Wealth Management has completed its acquisition of Geneva Advisors, a private wealth management firm headquartered in Chicago. With the addition of Geneva, our firm now has more than 430 employees in 14 markets nationwide and approximately $40 billion in assets entrusted to our care. Together, Geneva Advisors and...

Download PDF   We are pleased to announce today that CIBC will be acquiring Geneva Advisors, a private wealth management firm headquartered in Chicago with US$8.4B in assets under management and a team of approximately 100 client-focused employees (see press release). They will join our CIBC Atlantic Trust Private Wealth Management team when the transaction closes in the fourth quarter of...

Download PDF   We are pleased to announce that CIBC has completed its acquisition of PrivateBancorp, Inc. and its subsidiary, The PrivateBank. Headquartered in Chicago, The PrivateBank is a high-quality, middle-market commercial bank. We expect this acquisition to benefit our clients by offering additional access to a full range of private banking, deposit and lending services. As...

Download PDF   We are pleased to announce that Linda Beerman has resumed her role as head of the CIBC Atlantic Trust Wealth Strategies Group. Linda has served 16 years with the firm as a leader in various roles, including chief fiduciary officer and as a member of the firmwide Operating Committee, in addition to her service as head of the Wealth Strategies Group, which she created. A...

Texas has long been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, CIBC Atlantic Trust held three events last week in Houston (the energy capital of the U.S.) and Dallas. These interactive, dynamic sessions involved more than 100 highly engaged participants. Speaking first was CIBC Atlantic Trust Chief...

Kishore Setty, Paulina Mejia, Kyle Edmonds, and I attended the fourth annual Family Wealth Report (FWR) awards ceremony in New York on March 2 and proudly accepted the Private Client Investment Platform award on behalf of CIBC Atlantic Trust and our investment Team. This is the third consecutive year that CIBC Atlantic Trust has been recognized by FWR, a leading trade publication covering...

My colleagues and I were pleased to accept two awards from Private Asset Management (PAM) magazine on February 13 at their annual ceremony in New York: Best Investment Platform – Performance Best Trusts and Estates Division This is the seventh consecutive year that CIBC Atlantic Trust has been recognized by PAM, a financial services industry trade publication. The publication launched...

Downtime resulting from any interruption in operations—whether it be from a power failure, IT systems crash, natural disaster or even a pandemic—can have a devastating impact on financial companies. But when faced with the recent COVID-19 shutdowns, CIBC Private Wealth was well-equipped to provide seamless and uninterrupted service to its clients. Having a comprehensive disaster recovery and...

CIBC U.S. Private Wealth Management is pleased to announce that we received Private Asset Management (PAM) awards for Best High Net-Worth Investment Platform and Best Private Wealth Manager Over $5 billion—Performance. PAM, a leading financial services industry trade publication, announced the award on February 6 at a ceremony in New York. This is the tenth consecutive year that CIBC Private...

We are pleased to announce that Lowenhaupt Global Advisors (LGA), a leading family office with $1.8 billion under management and 17 employees in St. Louis and New York, has joined CIBC Private Wealth Management (see press release). The combination of our talented teams further builds on our firm’s ability to address the complex needs of ultra-high net worth, multi-generational families. With a...

I am pleased to announce that on June 3, our Private Wealth team joined CIBC’s Commercial Banking team and relocated to new office space at 525 Okeechobee Blvd. in West Palm Beach, Florida. The firm is also brings together the Private Wealth and Commercial Banking teams into new office space at 100 North Tampa Street in Tampa, Florida as of today.  While both Private Wealth and Commercial...

CIBC Private Wealth Management is pleased to announce that we have received Private Asset Management (PAM)’s award for Best Investment Platform—Performance. PAM, a leading financial services industry trade publication, announced the award on February 7 at a ceremony in New York. The PAM Awards recognize the top investment professionals, wealth advisers, legal firms, consultants and other key...

Today, we announce that CIBC Atlantic Trust Private Wealth Management has become CIBC Private Wealth Management. The same team our clients trust is backed by one of the strongest banks in North America with 150 years of providing exceptional client service. For nearly five years, CIBC has been investing in the U.S. and enabling us to build our private wealth business. Coming together under a...

Download PDF   We are pleased to announce that CIBC Atlantic Trust has received Private Asset Management (PAM)’s award for Best Investment Platform—Performance. The 2018 PAM Awards were announced last month at a ceremony in New York. This award—our sixth investment-related PAM award—is a significant accomplishment and reflects our unwavering commitment to investment excellence. We are...

Download PDF   We’ve been honored this year to have Jack Uldrich, a prominent futurist and author, as a keynote speaker for our CIBC Atlantic Trust Speaker Series, which took place in seven cities across the U.S. and attracted more than 700 attendees. Uldrich’s specialty is helping organizations develop the foresight necessary to build a successful future. His central premise is that we,...

Download PDF   We are pleased to announce that CIBC Atlantic Trust Private Wealth Management has completed its acquisition of Geneva Advisors, a private wealth management firm headquartered in Chicago. With the addition of Geneva, our firm now has more than 430 employees in 14 markets nationwide and approximately $40 billion in assets entrusted to our care. Together, Geneva Advisors and...

Download PDF   We are pleased to announce today that CIBC will be acquiring Geneva Advisors, a private wealth management firm headquartered in Chicago with US$8.4B in assets under management and a team of approximately 100 client-focused employees (see press release). They will join our CIBC Atlantic Trust Private Wealth Management team when the transaction closes in the fourth quarter of...

Download PDF   We are pleased to announce that CIBC has completed its acquisition of PrivateBancorp, Inc. and its subsidiary, The PrivateBank. Headquartered in Chicago, The PrivateBank is a high-quality, middle-market commercial bank. We expect this acquisition to benefit our clients by offering additional access to a full range of private banking, deposit and lending services. As...

Download PDF   We are pleased to announce that Linda Beerman has resumed her role as head of the CIBC Atlantic Trust Wealth Strategies Group. Linda has served 16 years with the firm as a leader in various roles, including chief fiduciary officer and as a member of the firmwide Operating Committee, in addition to her service as head of the Wealth Strategies Group, which she created. A...

Texas has long been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, CIBC Atlantic Trust held three events last week in Houston (the energy capital of the U.S.) and Dallas. These interactive, dynamic sessions involved more than 100 highly engaged participants. Speaking first was CIBC Atlantic Trust Chief...

Kishore Setty, Paulina Mejia, Kyle Edmonds, and I attended the fourth annual Family Wealth Report (FWR) awards ceremony in New York on March 2 and proudly accepted the Private Client Investment Platform award on behalf of CIBC Atlantic Trust and our investment Team. This is the third consecutive year that CIBC Atlantic Trust has been recognized by FWR, a leading trade publication covering...

My colleagues and I were pleased to accept two awards from Private Asset Management (PAM) magazine on February 13 at their annual ceremony in New York: Best Investment Platform – Performance Best Trusts and Estates Division This is the seventh consecutive year that CIBC Atlantic Trust has been recognized by PAM, a financial services industry trade publication. The publication launched...