July 09, 2020
July Investment Bulletin
June key drivers
In spite of recent evidence of a surge in new COVID-19 cases across...
September 03, 2019
We are pleased to announce that Lowenhaupt Global Advisors (LGA), a leading family office with $1.8 billion under management and 17 employees in St. Louis and New York, has joined CIBC Private Wealth Management (see press release). The combination of our talented teams further builds on our firm’s ability to address the complex needs of ultra-high net worth, multi-generational families.
With a 110-year history of helping families of substantial wealth build, preserve and control their assets, LGA provides sophisticated advice on family wealth transfer, taxation, estate planning and probate, investment portfolio allocation and business structuring.
Our long-standing relationship with LGA began more than seventy years ago, when a client of Charles Lowenhaupt’s grandfather hired legacy Stein Roe and Farnham (acquired by Atlantic Trust, now CIBC PWM) to manage their family wealth. Since then, many of LGA’s clients have chosen to work with CIBC Private Wealth for management of their portfolios. Our New York team has done a tremendous job serving those relationships over the decades.
Chris Quinn, formerly president of LGA and now managing director and team executive, and the LGA family office team have relocated to our existing St. Louis office, with two team members remaining based in New York. Our leaders in these cities look forward to working closely together with our new colleagues, as we expand our presence in these key markets.
Charles Lowenhaupt will remain independent and continue to practice law through Lowenhaupt & Chasnoff LLC, as well as advise his clients, write and lecture.
We are pleased to welcome LGA’s clients and strong team to our firm, and we thank leaders across our organization who have made their transition as seamless as possible. Together, we will deliver on our purpose of helping our clients realize their ambitions for their wealth, both today and for generations to come.
To learn more, I invite you to read my interview with Chris Quinn and Charles Lowenhaupt in The Advisor magazine.
Jack Markwalter is Chief Executive Officer of CIBC Private Wealth Management in the U.S. and serves on CIBC’s Operating Committee as a member of the executive leadership team and on CIBC’s U.S. Executive Committee. He is also chairman of several of the entities within CIBC Private Wealth Management: CIBC National Trust Company, CIBC Delaware Trust Company, CIBC Private Wealth Advisors, Inc., and CIBC Private Wealth Group, LLC.
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