Private Client Investment Platform, 2024, 2022, 2021, 2018

Best Multi-Family Office, 2019

Leading Individual (Multi-Family Office): Richard Havey, CFA, 2024; Managing Director, Wanda Colburn, 2023; President Eric Propper, CFA, 2022; Chairman & CEO Jack Markwalter, 2018

Women in Wealth Management (Individual—WM Organizations), Highly Commended:  Frances Boatwright, 2021; Kimberly Dwyer, 2018

Family Wealth Report annual awards are determined by a panel of judges’ review of questionnaires. The categories are focused around three main areas (1) Experts (individuals and teams); (2) Products; and (3) Services for wealth managers and clients/institutions of all sizes and types.

2024, Family Wealth Report, “Private Client Investment Platform.” The award recognizes investment platforms specializing in servicing the investment needs of the high net worth community. CIBC Private Wealth was one of six firms shortlisted and the only recipient of this award.

2024, Family Wealth Report, "Leading Individual (MFO)" Richard "Dick" Havey, CFA was the only 2024 recipient of this award. The award recognizes an indivudal working in the private client world. 

2023, Family Wealth Report, "Leading Individual (MFO)" May 8, 2023. Wanda Colburn was the only 2023 recipient of this award. The award recognizes an indivudal working in the private client world. 

2022, Family Wealth Report, “Private Client Investment Platform.” May 4, 2022. The award recognizes investment platforms specializing in servicing the investment needs of the high net worth community with information provided as of Sept. 2021. CIBC Private Wealth was one of seven firms shortlisted and the only recipient of this award.

2021, Family Wealth Report, “Private Client Investment Platform” May 6, 2021. The award recognizes investment platforms specializing in servicing the investment needs of the high net worth community with information provided as of Sept. 2020. CIBC Private Wealth was one of five firms shortlisted and the only recipient of this award.

2018, Family Wealth Report, "Private Client Investment Platform." March 9, 2018. CIBC Atlantic Trust was one of eight firms shortlisted and the only firm to receive this award. The award recognizes investment platforms specializing in servicing the investment needs of the high net worth community with information provided as of Sept. 2017.

2019, Family Wealth Report, “Best Multi Family Office.” March 20, 2019. CIBC Private Wealth Management was one of five firms shortlisted for the “Multi-Family Office ($15 billion AuM/AuA and above)” award and was the only award recipient, with information provided as of Sept. 2018.

2022, Family Wealth Report, "Leading Individual (MFO)”. May 4, 2022. Eric Propper, CFA, was one of five candidates shortlisted and the only recipient of this award. The award recognizes an individual working in the private client world with information provided as of Sept. 2021.

2018, Family Wealth Report, “Leading Individual (Multi-Family Office)” March 9, 2018. Jack Markwalter was one of eight candidates shortlisted and the only recipient of this award. The award recognizes an individual working in the private client world with information provided as of Sept. 2017.

2021, Family Wealth Report, “Women in Wealth Management (Individual—WM Organizations)” May 6, 2021. Frances Boatwright was one six individuals shortlisted and the only recipient of this award. The award recognizes women in private banking or wealth management who are an inspiration both to clients and colleagues, with information provided as of July 2020.

2018, Family Wealth Report, “Women in Wealth Management (Individual—WM Organizations)” March 9, 2018. Kimberly Dwyer was one of eight candidates shortlisted and the only candidate “highly commended” in this category. The award recognizes a woman in private banking or wealth management determined by a panel of judges to be an inspiration to female clients and colleagues with information provided as of Sept. 2017.

Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time. These awards and recognitions may name Atlantic Trust or CIBC Atlantic Trust, which is now part of CIBC Private Wealth. Awards prior to 2018 are not included.