05.08.2024: CIBC Private Wealth, US, wins “Private Client Investment Platform” award; recognizes Richard Havey, CFA, as “Leading Individual (MFO)”
FWR has recognized CIBC Private Wealth, US, six times for its investment platform. 

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

2022, 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 seven firms shortlisted and the only recipient of this award.

2021, 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 five firms shortlisted and the only recipient of this award.

2018, Family Wealth Report, "Private Client Investment Platform"
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.

2017, Family Wealth Report, "Private Client Investment Platform "
CIBC Atlantic Trust was one of five 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.

2016, Family Wealth Report, "Private Client Investment Platform"— Highly Commended
Atlantic Trust was one of five firms shortlisted for this award and the only firm to be recognized as "highly commended" in this category. The award recognizes investment platforms specializing in servicing the investment needs of the high net worth community.
 

05.03.2024: Carolina Core FC announces CIBC as official wealth management partner
Club’s match and training shorts to feature CIBC’s logo; partnership includes sponsorship of Carolina Core FC Academy

02.26.2024: CIBC becomes official Private Wealth and Commercial Banking Partner of The Cognizant Classic in the Palm Beaches
The partnership further expands its commitment in Palm Beach

02.12.2024: CIBC Private Wealth, US, wins Best High Net-Worth Investment Platform award for second consecutive year; earns highly commended for Private Banking Client Service
CIBC remains PAM’s most awarded firm in the industry over the past 14 years

2024, Private Asset Management, “Best High-Net Worth Investment Platform.”
Feb. 8, 2024. The detailed information provided by CIBC Private Wealth included information on both internal and external strategies as of July 31, 2023. The firm was one of four shortlisted for this award, and was the only one to win. Criteria used included delivery of client objectives through risk-adjusted performance across a range of investment solutions and demonstration of client servicing standards, including client testimonials.

2023, Private Asset Management, “Best High-Net Worth Investment Platform.”
Feb. 9, 2023. The detailed information provided by CIBC Private Wealth included information on both internal and external strategies as of July 31, 2022. The firm was one of five shortlisted for this award, and was the only one to win. Criteria used included delivery of client objectives through risk-adjusted performance across a range of investment solutions and demonstration of client servicing standards, including client testimonials.

2022, Private Asset Management, “High-Net-Worth Investment Platform” Highly Commended.
Feb. 17, 2022. The detailed information provided by CIBC Private Wealth Management for “Best High-Net-Worth Investment Platform” award included information on both internal and external strategies. The firm was one of four shortlisted for this award, and was highly commended. Criteria used included delivery of client objectives through risk-adjusted performance across a range of investment solutions and demonstration of client servicing standards, including client testimonials with information provided as of Sept. 2021.

08.29.2023: CIBC welcomes new team members to its Private Wealth business
CIBC Private Wealth, U.S, announces four new senior appointments in Boston, New York and San Francisco.

06.05.2023: CIBC Private Wealth appoints new Chief Fiduciary Officer
CIBC Private Wealth, U.S. announced the appointment of Robert McKeon as its new Chief Fiduciary Officer.

05.15.2023: CIBC welcomes new team members in San Francisco, Austin and Houston
CIBC Private Wealth, U.S., today announced four appointments in California and Texas.

05.08.2023: Family Wealth Report honors CIBC’s Wanda Colburn with “Leading Individual (Multi-Family Office)” award
CIBC Private Wealth, U.S., is proud to announce that Wanda Colburn, managing director, was recognized with Family Wealth Report (FWR)’s Leading Individual (Multi-Family Office) award.

05.01.2023: CIBC adds senior professionals to its U.S. Private Wealth team
CIBC today announced the addition of three senior professionals to its US Private Wealth team, expanding its capabilities across the U.S. with a key goal in mind: to help our clients achieve their ambitions.

02.13.2023: Private Asset Management recognizes CIBC Private Wealth, US with prestigious investment award
CIBC announced that its U.S. Private Wealth Business has received Private Asset Management’s (PAM) Best High Net-Worth Investment Platform award. PAM, a leading financial services industry trade publication, announced the award on February 9 at a ceremony in New York City. The firm remains PAM’s most awarded firm in the industry over the past 12 years.

2023, Private Asset Management, “Best High-Net Worth Investment Platform.”
Feb. 9, 2023. The detailed information provided by CIBC Private Wealth included information on both internal and external strategies as of July 31, 2022. The firm was one of five shortlisted for this award, and was the only one to win. Criteria used included delivery of client objectives through risk-adjusted performance across a range of investment solutions and demonstration of client servicing standards, including client testimonials.

01.24.2023: CIBC expands its U.S. Private Wealth team, adding relationship managers and private bankers in key markets
CIBC today announced the addition of three senior professionals to its U.S. Private Wealth team, expanding capabilities across key U.S. markets.

08.17.2022: CIBC announces Dallas team changes
CIBC today announced three new team members in the growing Dallas office.

08.16.2022: CIBC adds four senior professionals to its US Private Wealth business
CIBC today announced it has recently hired four senior professionals, expanding its Private Wealth team across key US markets.

05.09.2022: Family Wealth Report recognizes CIBC Private Wealth, US with “Private Client Investment Platform” award for 2nd consecutive year; names President Eric Propper, CFA, “Leading Individual (Multi-Family Office)” 
This is the 11^th time CIBC Private Wealth has received recognition from FWR, and the sixth for the firm’s investment excellence.

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.

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.

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.

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.

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.

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.

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.

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.

2017, Family Wealth Report, "Private Client Investment Platform"
March 2, 2017. CIBC Atlantic Trust was one of five 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. 2016.

2016, Family Wealth Report, "Multi-Family Office (Client Initiative)"
March 11, 2016. Atlantic Trust was one of five firms shortlisted and the only firm to receive this award. The award recognizes new initiatives for clients from multi-family offices of any size or reach with information provided as Oct. 2015.

2016, Family Wealth Report, "Leading Individual (Multi-Family Office)"
March 11, 2016. David Donabedian was one of three candidates shortlisted and the only recipient of this award. The award recognizes an individual working in the private client world with information provided as Oct. 2015.

2016, Family Wealth Report, "Private Client Investment Platform"— Highly Commended
March 11, 2016. Atlantic Trust was one of five firms shortlisted for this award and the only firm to be recognized as "highly commended" in this category. The award recognizes investment platforms specializing in servicing the investment needs of the high net worth community with information provided as Oct. 2015.

2015, Family Wealth Report, "Best Multi-Family Office"
March 12, 2015. Atlantic Trust was one of seven firms shortlisted. This award recognizes multi-family offices with a genuinely national reach as determined by a panel of judges’ review of firm questionnaires with information provided as of Sept. 2014.

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.

03.23.2022: CIBC expands US Private Wealth team
CIBC today announced the addition of six experienced professionals to its private banking and wealth management teams. The new hires reflect CIBC’s ongoing commitment to enhance its capabilities across key US markets.

02.22.2022: CIBC US Private Wealth business wins Private Asset Management’s Best Multi-Family Office $25 billion and over award
CIBC Private Wealth, US has received the Private Asset Management (PAM) award for Best Multi-Family Office $25 billion and over. Additionally, the firm was highly commended in the Best High-Net-Worth Investment Platform category. PAM, a leading financial services industry trade publication, announced the award on February 17 during a virtual ceremony.

2022, Private Asset Management, “Best Multi-Family Office $25bn and over.”
Feb. 17, 2022. The detailed information provided by CIBC Private Wealth for “Best Multi-Family Office $25bn and over” award included information on both internal and external strategies. The firm was one of four shortlisted for this award, and was the only firm to win this award. Criteria used included delivery of client objectives through risk-adjusted performance, quality of tax, estate and other services to meet the needs of HNW/UHNW clients, and client service demonstrated through client testimonials with information provided as of Sept. 2021.

2022, Private Asset Management, “High-Net-Worth Investment Platform” Highly Commended.
Feb. 17, 2022. The detailed information provided by CIBC Private Wealth Management for “Best High-Net-Worth Investment Platform” award included information on both internal and external strategies. The firm was one of four shortlisted for this award, and was highly commended. Criteria used included delivery of client objectives through risk-adjusted performance across a range of investment solutions and demonstration of client servicing standards, including client testimonials with information provided as of Sept. 2021.