2021 Press Releases
Press Releases
06.17.2021: CIBC announces changes to the CIBC Atlas Clean Energy Index CIBC announced that the CIBC Atlas Clean Energy Index rebalance will result in changes to the Index.
05.17.2021: CIBC Private Wealth, US, receives Family Wealth Report awards for “Private Client Investment Platform” and “Women in Wealth Management”
CIBC Private Wealth receives FWR award for “Private Client Investment Platform” and Frances Boatwright recognized with “Women in Wealth Management”
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.
02.17.2021: CIBC Private Wealth, US, wins Private Asset Management’s “Best Private Wealth Manager over $5bn–Performance” award for 2nd consecutive year
CIBC Private Wealth, US, has received the Private Asset Management (PAM) award for Best Private Wealth Manager Over $5 billion – Performance. Additionally, the firm was highly commended in the Best Multi-Family Office–Over $20 billion category. Patricia Bannan CFA, head of equities, was also highly commended as Manager or Investment Research Professional of the Year.
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.
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.
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.
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.
02.01.2021: CIBC Announces Office Leadership Appointments in US Private Wealth Team
CIBC Private Wealth announced the announced the senior leadership appointments of CIBC Private Wealth, US professionals.