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...

We are pleased to announce that Kishore Setty, CFA, and Scott Thompson, CTFA, were named heads of our New York and Atlanta offices, respectively. A great deal of thought and strategic planning went into these important leadership transitions, and they reflect a commitment to ensuring continuity and consistency with our management team. Atlantic Trust invests in our rising talent and strives to...

Atlantic Trust was proud to be part of this year’s Heckerling Institute on Estate Planning, which took place the week of January 9 at the Orlando World Center Marriott Resort and Convention Center. The week-long program, one of the largest and most respected in estate planning, included over 140 exhibitors, as well as educational and professional development opportunities for all in attendance....

The 2016 U.S. Presidential Election outcome yielded not one, but two surprises for the nation and the world last week. The first, of course, was an unexpected Republican sweep in both the White House and in Congress: Donald Trump has been elected 45th President of the United States while the GOP retained control of the House of Representatives and gained a majority in the Senate. The other...

  Donald Trump's victory was greeted negatively by global equity markets overnight, but the Dow Jones Industrial Average and S&P 500 Index opened this morning in a slightly positive direction.     A number of factors may create a volatile short-term environment:                       A visceral reaction...

  Whether it’s due to unpredictable global markets, high-stakes political events or the threat of terrorism, the world is often a volatile place. Keeping pace with new developments as they emerge is no easy task, giving journalists a heightened role in helping the public stay informed of what’s happening in the world around them.     One such journalist is Joe Kahn, veteran...

  Set against Chicago’s dramatic skyline, Atlantic Trust and the Nexus Global Youth Summit were pleased to host the latest installment of G2G (Generation to Generation) Impact’s After Hours Series at Venue SIX10. The event hosted a number of Chicago’s top young investors, entrepreneurs and philanthropists, who were invited to share their stories about social change and leaving a legacy. ...

  There is no doubt that the 2016 presidential campaign has so far been a very unusual one, bringing with it plenty of surprises and looming questions about how exactly, when the votes are counted November 8, the aftermath may influence financial markets over the next several months.     That is why I was pleased to participate in the Atlantic Trust 2016 Investment and...

Last week, as a part of a three-day off-site meeting, members of the Atlantic Trust Wealth Strategies Group gathered in Atlanta to engage in a planning session to further our family legacy offering. The sessions built on lessons learned from training sessions held earlier this year.   Over the years, we have worked with many of our client families and their advisors to prepare their...

  We are pleased to welcome Karolina Bednarska and Nicole Stelzer to our growing team in West Palm Beach. Karolina is a business development officer and Nicole serves as an associate relationship manager. Both of these professionals join as vice presidents and add to our already strong team in Florida as we strive to be the “go-to” firm in the industry for both clients and talented...

  Atlantic Trust CIO David Donabedian, CFA, was in Dallas earlier this week to participate in a panel discussion titled, “Uncertainty: The Election, Brexit and Terrorism,” as part of Pearson Partners’ quarterly Spotlight Series, which focuses on current events and business trends.     Dave served as the breakfast event’s lead panelist for an audience of more than 150 business...

  Adam R. Karpf, CFA, co-manager of Atlantic Trust’s Master Limited Partnership (MLP) strategies, was recently featured in a Barron’s article in which he commented on the recent rally within energy-focused MLPs. He elaborates further in the quote below:     Over time, with the further stabilization in crude oil prices, we expect investors will recognize and gain better...

  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...

  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...

  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...

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...

We are pleased to announce that Kishore Setty, CFA, and Scott Thompson, CTFA, were named heads of our New York and Atlanta offices, respectively. A great deal of thought and strategic planning went into these important leadership transitions, and they reflect a commitment to ensuring continuity and consistency with our management team. Atlantic Trust invests in our rising talent and strives to...

Atlantic Trust was proud to be part of this year’s Heckerling Institute on Estate Planning, which took place the week of January 9 at the Orlando World Center Marriott Resort and Convention Center. The week-long program, one of the largest and most respected in estate planning, included over 140 exhibitors, as well as educational and professional development opportunities for all in attendance....

The 2016 U.S. Presidential Election outcome yielded not one, but two surprises for the nation and the world last week. The first, of course, was an unexpected Republican sweep in both the White House and in Congress: Donald Trump has been elected 45th President of the United States while the GOP retained control of the House of Representatives and gained a majority in the Senate. The other...

  Donald Trump's victory was greeted negatively by global equity markets overnight, but the Dow Jones Industrial Average and S&P 500 Index opened this morning in a slightly positive direction.     A number of factors may create a volatile short-term environment:                       A visceral reaction...

  Whether it’s due to unpredictable global markets, high-stakes political events or the threat of terrorism, the world is often a volatile place. Keeping pace with new developments as they emerge is no easy task, giving journalists a heightened role in helping the public stay informed of what’s happening in the world around them.     One such journalist is Joe Kahn, veteran...

  Set against Chicago’s dramatic skyline, Atlantic Trust and the Nexus Global Youth Summit were pleased to host the latest installment of G2G (Generation to Generation) Impact’s After Hours Series at Venue SIX10. The event hosted a number of Chicago’s top young investors, entrepreneurs and philanthropists, who were invited to share their stories about social change and leaving a legacy. ...

  There is no doubt that the 2016 presidential campaign has so far been a very unusual one, bringing with it plenty of surprises and looming questions about how exactly, when the votes are counted November 8, the aftermath may influence financial markets over the next several months.     That is why I was pleased to participate in the Atlantic Trust 2016 Investment and...

Last week, as a part of a three-day off-site meeting, members of the Atlantic Trust Wealth Strategies Group gathered in Atlanta to engage in a planning session to further our family legacy offering. The sessions built on lessons learned from training sessions held earlier this year.   Over the years, we have worked with many of our client families and their advisors to prepare their...

  We are pleased to welcome Karolina Bednarska and Nicole Stelzer to our growing team in West Palm Beach. Karolina is a business development officer and Nicole serves as an associate relationship manager. Both of these professionals join as vice presidents and add to our already strong team in Florida as we strive to be the “go-to” firm in the industry for both clients and talented...

  Atlantic Trust CIO David Donabedian, CFA, was in Dallas earlier this week to participate in a panel discussion titled, “Uncertainty: The Election, Brexit and Terrorism,” as part of Pearson Partners’ quarterly Spotlight Series, which focuses on current events and business trends.     Dave served as the breakfast event’s lead panelist for an audience of more than 150 business...

  Adam R. Karpf, CFA, co-manager of Atlantic Trust’s Master Limited Partnership (MLP) strategies, was recently featured in a Barron’s article in which he commented on the recent rally within energy-focused MLPs. He elaborates further in the quote below:     Over time, with the further stabilization in crude oil prices, we expect investors will recognize and gain better...

  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...

  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...

  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...

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...

We are pleased to announce that Kishore Setty, CFA, and Scott Thompson, CTFA, were named heads of our New York and Atlanta offices, respectively. A great deal of thought and strategic planning went into these important leadership transitions, and they reflect a commitment to ensuring continuity and consistency with our management team. Atlantic Trust invests in our rising talent and strives to...

Atlantic Trust was proud to be part of this year’s Heckerling Institute on Estate Planning, which took place the week of January 9 at the Orlando World Center Marriott Resort and Convention Center. The week-long program, one of the largest and most respected in estate planning, included over 140 exhibitors, as well as educational and professional development opportunities for all in attendance....

The 2016 U.S. Presidential Election outcome yielded not one, but two surprises for the nation and the world last week. The first, of course, was an unexpected Republican sweep in both the White House and in Congress: Donald Trump has been elected 45th President of the United States while the GOP retained control of the House of Representatives and gained a majority in the Senate. The other...

  Donald Trump's victory was greeted negatively by global equity markets overnight, but the Dow Jones Industrial Average and S&P 500 Index opened this morning in a slightly positive direction.     A number of factors may create a volatile short-term environment:                       A visceral reaction...

  Whether it’s due to unpredictable global markets, high-stakes political events or the threat of terrorism, the world is often a volatile place. Keeping pace with new developments as they emerge is no easy task, giving journalists a heightened role in helping the public stay informed of what’s happening in the world around them.     One such journalist is Joe Kahn, veteran...

  Set against Chicago’s dramatic skyline, Atlantic Trust and the Nexus Global Youth Summit were pleased to host the latest installment of G2G (Generation to Generation) Impact’s After Hours Series at Venue SIX10. The event hosted a number of Chicago’s top young investors, entrepreneurs and philanthropists, who were invited to share their stories about social change and leaving a legacy. ...

  There is no doubt that the 2016 presidential campaign has so far been a very unusual one, bringing with it plenty of surprises and looming questions about how exactly, when the votes are counted November 8, the aftermath may influence financial markets over the next several months.     That is why I was pleased to participate in the Atlantic Trust 2016 Investment and...

Last week, as a part of a three-day off-site meeting, members of the Atlantic Trust Wealth Strategies Group gathered in Atlanta to engage in a planning session to further our family legacy offering. The sessions built on lessons learned from training sessions held earlier this year.   Over the years, we have worked with many of our client families and their advisors to prepare their...

  We are pleased to welcome Karolina Bednarska and Nicole Stelzer to our growing team in West Palm Beach. Karolina is a business development officer and Nicole serves as an associate relationship manager. Both of these professionals join as vice presidents and add to our already strong team in Florida as we strive to be the “go-to” firm in the industry for both clients and talented...

  Atlantic Trust CIO David Donabedian, CFA, was in Dallas earlier this week to participate in a panel discussion titled, “Uncertainty: The Election, Brexit and Terrorism,” as part of Pearson Partners’ quarterly Spotlight Series, which focuses on current events and business trends.     Dave served as the breakfast event’s lead panelist for an audience of more than 150 business...

  Adam R. Karpf, CFA, co-manager of Atlantic Trust’s Master Limited Partnership (MLP) strategies, was recently featured in a Barron’s article in which he commented on the recent rally within energy-focused MLPs. He elaborates further in the quote below:     Over time, with the further stabilization in crude oil prices, we expect investors will recognize and gain better...

  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...

  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...

  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...

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...

We are pleased to announce that Kishore Setty, CFA, and Scott Thompson, CTFA, were named heads of our New York and Atlanta offices, respectively. A great deal of thought and strategic planning went into these important leadership transitions, and they reflect a commitment to ensuring continuity and consistency with our management team. Atlantic Trust invests in our rising talent and strives to...

Atlantic Trust was proud to be part of this year’s Heckerling Institute on Estate Planning, which took place the week of January 9 at the Orlando World Center Marriott Resort and Convention Center. The week-long program, one of the largest and most respected in estate planning, included over 140 exhibitors, as well as educational and professional development opportunities for all in attendance....

The 2016 U.S. Presidential Election outcome yielded not one, but two surprises for the nation and the world last week. The first, of course, was an unexpected Republican sweep in both the White House and in Congress: Donald Trump has been elected 45th President of the United States while the GOP retained control of the House of Representatives and gained a majority in the Senate. The other...

  Donald Trump's victory was greeted negatively by global equity markets overnight, but the Dow Jones Industrial Average and S&P 500 Index opened this morning in a slightly positive direction.     A number of factors may create a volatile short-term environment:                       A visceral reaction...

  Whether it’s due to unpredictable global markets, high-stakes political events or the threat of terrorism, the world is often a volatile place. Keeping pace with new developments as they emerge is no easy task, giving journalists a heightened role in helping the public stay informed of what’s happening in the world around them.     One such journalist is Joe Kahn, veteran...

  Set against Chicago’s dramatic skyline, Atlantic Trust and the Nexus Global Youth Summit were pleased to host the latest installment of G2G (Generation to Generation) Impact’s After Hours Series at Venue SIX10. The event hosted a number of Chicago’s top young investors, entrepreneurs and philanthropists, who were invited to share their stories about social change and leaving a legacy. ...

  There is no doubt that the 2016 presidential campaign has so far been a very unusual one, bringing with it plenty of surprises and looming questions about how exactly, when the votes are counted November 8, the aftermath may influence financial markets over the next several months.     That is why I was pleased to participate in the Atlantic Trust 2016 Investment and...

Last week, as a part of a three-day off-site meeting, members of the Atlantic Trust Wealth Strategies Group gathered in Atlanta to engage in a planning session to further our family legacy offering. The sessions built on lessons learned from training sessions held earlier this year.   Over the years, we have worked with many of our client families and their advisors to prepare their...

  We are pleased to welcome Karolina Bednarska and Nicole Stelzer to our growing team in West Palm Beach. Karolina is a business development officer and Nicole serves as an associate relationship manager. Both of these professionals join as vice presidents and add to our already strong team in Florida as we strive to be the “go-to” firm in the industry for both clients and talented...

  Atlantic Trust CIO David Donabedian, CFA, was in Dallas earlier this week to participate in a panel discussion titled, “Uncertainty: The Election, Brexit and Terrorism,” as part of Pearson Partners’ quarterly Spotlight Series, which focuses on current events and business trends.     Dave served as the breakfast event’s lead panelist for an audience of more than 150 business...

  Adam R. Karpf, CFA, co-manager of Atlantic Trust’s Master Limited Partnership (MLP) strategies, was recently featured in a Barron’s article in which he commented on the recent rally within energy-focused MLPs. He elaborates further in the quote below:     Over time, with the further stabilization in crude oil prices, we expect investors will recognize and gain better...

  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...

  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...

  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...

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...

We are pleased to announce that Kishore Setty, CFA, and Scott Thompson, CTFA, were named heads of our New York and Atlanta offices, respectively. A great deal of thought and strategic planning went into these important leadership transitions, and they reflect a commitment to ensuring continuity and consistency with our management team. Atlantic Trust invests in our rising talent and strives to...

Atlantic Trust was proud to be part of this year’s Heckerling Institute on Estate Planning, which took place the week of January 9 at the Orlando World Center Marriott Resort and Convention Center. The week-long program, one of the largest and most respected in estate planning, included over 140 exhibitors, as well as educational and professional development opportunities for all in attendance....

The 2016 U.S. Presidential Election outcome yielded not one, but two surprises for the nation and the world last week. The first, of course, was an unexpected Republican sweep in both the White House and in Congress: Donald Trump has been elected 45th President of the United States while the GOP retained control of the House of Representatives and gained a majority in the Senate. The other...

  Donald Trump's victory was greeted negatively by global equity markets overnight, but the Dow Jones Industrial Average and S&P 500 Index opened this morning in a slightly positive direction.     A number of factors may create a volatile short-term environment:                       A visceral reaction...

  Whether it’s due to unpredictable global markets, high-stakes political events or the threat of terrorism, the world is often a volatile place. Keeping pace with new developments as they emerge is no easy task, giving journalists a heightened role in helping the public stay informed of what’s happening in the world around them.     One such journalist is Joe Kahn, veteran...

  Set against Chicago’s dramatic skyline, Atlantic Trust and the Nexus Global Youth Summit were pleased to host the latest installment of G2G (Generation to Generation) Impact’s After Hours Series at Venue SIX10. The event hosted a number of Chicago’s top young investors, entrepreneurs and philanthropists, who were invited to share their stories about social change and leaving a legacy. ...

  There is no doubt that the 2016 presidential campaign has so far been a very unusual one, bringing with it plenty of surprises and looming questions about how exactly, when the votes are counted November 8, the aftermath may influence financial markets over the next several months.     That is why I was pleased to participate in the Atlantic Trust 2016 Investment and...

Last week, as a part of a three-day off-site meeting, members of the Atlantic Trust Wealth Strategies Group gathered in Atlanta to engage in a planning session to further our family legacy offering. The sessions built on lessons learned from training sessions held earlier this year.   Over the years, we have worked with many of our client families and their advisors to prepare their...

  We are pleased to welcome Karolina Bednarska and Nicole Stelzer to our growing team in West Palm Beach. Karolina is a business development officer and Nicole serves as an associate relationship manager. Both of these professionals join as vice presidents and add to our already strong team in Florida as we strive to be the “go-to” firm in the industry for both clients and talented...

  Atlantic Trust CIO David Donabedian, CFA, was in Dallas earlier this week to participate in a panel discussion titled, “Uncertainty: The Election, Brexit and Terrorism,” as part of Pearson Partners’ quarterly Spotlight Series, which focuses on current events and business trends.     Dave served as the breakfast event’s lead panelist for an audience of more than 150 business...

  Adam R. Karpf, CFA, co-manager of Atlantic Trust’s Master Limited Partnership (MLP) strategies, was recently featured in a Barron’s article in which he commented on the recent rally within energy-focused MLPs. He elaborates further in the quote below:     Over time, with the further stabilization in crude oil prices, we expect investors will recognize and gain better...

  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...

  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...

  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...

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...

We are pleased to announce that Kishore Setty, CFA, and Scott Thompson, CTFA, were named heads of our New York and Atlanta offices, respectively. A great deal of thought and strategic planning went into these important leadership transitions, and they reflect a commitment to ensuring continuity and consistency with our management team. Atlantic Trust invests in our rising talent and strives to...

Atlantic Trust was proud to be part of this year’s Heckerling Institute on Estate Planning, which took place the week of January 9 at the Orlando World Center Marriott Resort and Convention Center. The week-long program, one of the largest and most respected in estate planning, included over 140 exhibitors, as well as educational and professional development opportunities for all in attendance....

The 2016 U.S. Presidential Election outcome yielded not one, but two surprises for the nation and the world last week. The first, of course, was an unexpected Republican sweep in both the White House and in Congress: Donald Trump has been elected 45th President of the United States while the GOP retained control of the House of Representatives and gained a majority in the Senate. The other...

  Donald Trump's victory was greeted negatively by global equity markets overnight, but the Dow Jones Industrial Average and S&P 500 Index opened this morning in a slightly positive direction.     A number of factors may create a volatile short-term environment:                       A visceral reaction...

  Whether it’s due to unpredictable global markets, high-stakes political events or the threat of terrorism, the world is often a volatile place. Keeping pace with new developments as they emerge is no easy task, giving journalists a heightened role in helping the public stay informed of what’s happening in the world around them.     One such journalist is Joe Kahn, veteran...

  Set against Chicago’s dramatic skyline, Atlantic Trust and the Nexus Global Youth Summit were pleased to host the latest installment of G2G (Generation to Generation) Impact’s After Hours Series at Venue SIX10. The event hosted a number of Chicago’s top young investors, entrepreneurs and philanthropists, who were invited to share their stories about social change and leaving a legacy. ...

  There is no doubt that the 2016 presidential campaign has so far been a very unusual one, bringing with it plenty of surprises and looming questions about how exactly, when the votes are counted November 8, the aftermath may influence financial markets over the next several months.     That is why I was pleased to participate in the Atlantic Trust 2016 Investment and...

Last week, as a part of a three-day off-site meeting, members of the Atlantic Trust Wealth Strategies Group gathered in Atlanta to engage in a planning session to further our family legacy offering. The sessions built on lessons learned from training sessions held earlier this year.   Over the years, we have worked with many of our client families and their advisors to prepare their...

  We are pleased to welcome Karolina Bednarska and Nicole Stelzer to our growing team in West Palm Beach. Karolina is a business development officer and Nicole serves as an associate relationship manager. Both of these professionals join as vice presidents and add to our already strong team in Florida as we strive to be the “go-to” firm in the industry for both clients and talented...

  Atlantic Trust CIO David Donabedian, CFA, was in Dallas earlier this week to participate in a panel discussion titled, “Uncertainty: The Election, Brexit and Terrorism,” as part of Pearson Partners’ quarterly Spotlight Series, which focuses on current events and business trends.     Dave served as the breakfast event’s lead panelist for an audience of more than 150 business...

  Adam R. Karpf, CFA, co-manager of Atlantic Trust’s Master Limited Partnership (MLP) strategies, was recently featured in a Barron’s article in which he commented on the recent rally within energy-focused MLPs. He elaborates further in the quote below:     Over time, with the further stabilization in crude oil prices, we expect investors will recognize and gain better...

  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...

  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...

  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...

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...

We are pleased to announce that Kishore Setty, CFA, and Scott Thompson, CTFA, were named heads of our New York and Atlanta offices, respectively. A great deal of thought and strategic planning went into these important leadership transitions, and they reflect a commitment to ensuring continuity and consistency with our management team. Atlantic Trust invests in our rising talent and strives to...

Atlantic Trust was proud to be part of this year’s Heckerling Institute on Estate Planning, which took place the week of January 9 at the Orlando World Center Marriott Resort and Convention Center. The week-long program, one of the largest and most respected in estate planning, included over 140 exhibitors, as well as educational and professional development opportunities for all in attendance....

The 2016 U.S. Presidential Election outcome yielded not one, but two surprises for the nation and the world last week. The first, of course, was an unexpected Republican sweep in both the White House and in Congress: Donald Trump has been elected 45th President of the United States while the GOP retained control of the House of Representatives and gained a majority in the Senate. The other...

  Donald Trump's victory was greeted negatively by global equity markets overnight, but the Dow Jones Industrial Average and S&P 500 Index opened this morning in a slightly positive direction.     A number of factors may create a volatile short-term environment:                       A visceral reaction...

  Whether it’s due to unpredictable global markets, high-stakes political events or the threat of terrorism, the world is often a volatile place. Keeping pace with new developments as they emerge is no easy task, giving journalists a heightened role in helping the public stay informed of what’s happening in the world around them.     One such journalist is Joe Kahn, veteran...

  Set against Chicago’s dramatic skyline, Atlantic Trust and the Nexus Global Youth Summit were pleased to host the latest installment of G2G (Generation to Generation) Impact’s After Hours Series at Venue SIX10. The event hosted a number of Chicago’s top young investors, entrepreneurs and philanthropists, who were invited to share their stories about social change and leaving a legacy. ...

  There is no doubt that the 2016 presidential campaign has so far been a very unusual one, bringing with it plenty of surprises and looming questions about how exactly, when the votes are counted November 8, the aftermath may influence financial markets over the next several months.     That is why I was pleased to participate in the Atlantic Trust 2016 Investment and...

Last week, as a part of a three-day off-site meeting, members of the Atlantic Trust Wealth Strategies Group gathered in Atlanta to engage in a planning session to further our family legacy offering. The sessions built on lessons learned from training sessions held earlier this year.   Over the years, we have worked with many of our client families and their advisors to prepare their...

  We are pleased to welcome Karolina Bednarska and Nicole Stelzer to our growing team in West Palm Beach. Karolina is a business development officer and Nicole serves as an associate relationship manager. Both of these professionals join as vice presidents and add to our already strong team in Florida as we strive to be the “go-to” firm in the industry for both clients and talented...

  Atlantic Trust CIO David Donabedian, CFA, was in Dallas earlier this week to participate in a panel discussion titled, “Uncertainty: The Election, Brexit and Terrorism,” as part of Pearson Partners’ quarterly Spotlight Series, which focuses on current events and business trends.     Dave served as the breakfast event’s lead panelist for an audience of more than 150 business...

  Adam R. Karpf, CFA, co-manager of Atlantic Trust’s Master Limited Partnership (MLP) strategies, was recently featured in a Barron’s article in which he commented on the recent rally within energy-focused MLPs. He elaborates further in the quote below:     Over time, with the further stabilization in crude oil prices, we expect investors will recognize and gain better...

  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...

  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...

  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...