Our approach to investment management
Capabilities: Investment Approach - Header Tetris
Investment Capabilities Intro
Proven investment platform
Some firms use the term “open architecture” to mean they act solely as a manager of external managers. At CIBC Private Wealth, open architecture means we are open to excellent investment ideas for our clients, whether they emanate from our select number of internal strategies or from external managers after thorough due diligence.
Capabilities Investment Approach - Awards
Awards for investment excellence
Our investment platform has been repeatedly recognized for our performance and philosophy within the industry.
CIBC Private Wealth has won more PAM awards than any other firm and is among FWR's most recognized firms for investment excellence.
Best Private Wealth Manager Over $5 billion—Performance, PAM, 2020, 2021
Manager or Investment Research Professional of the Year—Highly Commended, PAM: Patricia Bannan, CFA, 2021
#2 RIA firm in America, Barron's, 2020
Best High Net-Worth Investment Platform , PAM, 2020
Best Investment Platform—Performance, PAM, 2017, 2018, 2019
FT 300: Top Registered Investment Advisers, 2019
Private Client Investment Platform, FWR, 2017, 2018
Leading Individual (Multi-Family Office) , FWR: Chief Investment Officer David Donabedian, CFA, 2016
Private Client Investment Platform—Highly Commended, FWR, 2016
Best Private Client Investment Platform—Performance, PAM, 2012
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.
Investments alternating features
Broad, globally diversified investment offering
Beating the market is no easy thing, and we attempt to do so only where we believe we have seasoned professionals with a high-conviction investment philosophy and a performance edge. Importantly, our internal managers undergo the same intense scrutiny as our external managers.
In a typical year, there are approximately 100 external managers on our platform, covering almost every asset class and strategy: public equity, fixed income, hedge funds, private markets, real assets and ESG and impact investing.
For your portfolio, we think about your family and your specific goals and needs, and we give you a customized investment portfolio that brings to you the best from the world’s investment opportunities and managers. We use a disciplined asset allocation process to structure a long-term plan designed to meet your objectives.
You come to us with wealth, and it’s our job to preserve it and grow it in a careful and measured way over time. We aren’t seeking to take any unnecessary risk, but rather, to provide you with some liquidity, competitive risk-adjusted returns and as smooth a ride as possible.
Capabilities: Investment Approach - Open Architecture - Archived
This is a generalization of asset classes and is for illustrative purposes only.
Capabilities: Investment Approach - Dave Quote
David L. Donabedian
Chief Investment Officer, CIBC Private Wealth
“A guiding principle of our investment offerings to our clients is: Would we buy this for ourselves? This is particularly true for our internal, proprietary strategies, which are based on what we believe is differentiated expertise inside the firm. All internal strategies must meet a high bar for the competition within their investment categories. Because we combine that standard with the breadth of knowledge on our Multi-Manager Investment Team, which researches global external managers across a wide range of asset classes, we have something unique and incredibly strong.”