PAM Awards

Private Asset Management (PAM) awards

 

 

CIBC Private Wealth has been recognized by PAM for over a decade, winning more PAM awards than any other firm in the industry.

 

Best Multi-Family Office $25 billion and over, 2022

Best High-Net-Worth Investment Platform—Highly Commended, 2022

Best Private Wealth Manager Over $5 billion—Performance, 2020, 2021

Manager or Investment Research Professional of the Year—Highly Commended: Patricia Bannan, CFA, 2021

Best High Net-Worth Investment Platform, 2020

Best Investment Platform—Performance, 2018, 2019

 

PAM annually invites firms to compete for awards in several categories that are reviewed by a panel of independent industry experts. PAM considers the following criteria when selecting the winners of these awards: (1) Financial progress: Candidates must be able to demonstrate performance track records over the course of the last 12 months. (2) Growth: Client numbers, internal hires and geographic expansion (3) Client satisfaction: Provide evidence of client satisfaction (4) Product innovation: Details of new services and products launched over the course of the year prior to the year the award is given.

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.

2021, Private Asset Management, “Best Private Wealth Manager Over $5B–Performance” Feb. 10, 2021. The detailed information provided by CIBC Private Wealth for “Best Private Wealth Manager–Performance” award included information on both internal and external strategies. The firm was one of three shortlisted for this award, and was the only one to win. Criteria used included delivery of client objectives through risk-adjusted performance and commercial success and asset/client growth as of July 31, 2020.

2021, Private Asset Management, “Manager or Investment Research Professional of the Year” Highly Commended. Feb. 10, 2021. The detailed information provided by CIBC Private Wealth for “Manager or Investment Research Professional of the Year” award included information on both internal and external strategies. Tricia Bannan was one of twelve shortlisted for this award, and was highly commended. To qualify the individual must be a manager of investment research professional at a wealth manager, private bank or family office who was active in the 12 months to July 31, 2020 and demonstrates a positive impact on client outcomes.

2020, Private Asset Management, “Best High-Net Worth Investment Platform.” Feb. 6, 2020. The detailed information provided by CIBC Private Wealth included information on both internal and external strategies as of July 31, 2109. The firm was one of four shortlisted for this award, and was the only one to win.

2020, Private Asset Management, “Best Private Wealth Manager over $5bn – Performance.” Feb. 6, 2020. The detailed information provided by CIBC Private Wealth award included information on both internal and external strategies as of July 31, 2109. The firm was one of four shortlisted for this award, and was the only one to win.

2019, Private Asset Management, "Best Investment Platform—Performance" Feb. 7, 2019. The detailed information provided by CIBC Private Wealth Management for “Best Investment Platform—Performance” award included information on both internal and external strategies as of Sept. 30, 2018. The firm was one of seven shortlisted for this award, and was the only one to win.

2018, Private Asset Management, "Best Investment Platform – Performance." Feb. 8, 2018. The detailed information provided by CIBC Atlantic Trust for the award included information on both internal and external strategies as of Sept. 30, 2017. Eight firms were shortlisted for this award, and CIBC Atlantic Trust was the only firm to win.

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