CIBC Announces Agreement to Acquire Geneva Advisors

Jack Markwalter
July 07, 2017

Download PDF   We are pleased to announce today that CIBC will be acquiring Geneva Advisors , a private wealth management firm headquartered in Chicago with US$8.4B in assets under management and a team of approximately 100 client-focused employees ( see press release ). They will join our CIBC Atlantic Trust Private Wealth Management team when the transaction closes in the fourth...

Investors Beware…Of Investors

Scott Burg, CFA, CAIA
June 29, 2017

Last month’s investment article highlighted the debate surrounding active vs. passive investment, framed by the notion that most professionally managed funds have struggled to keep up with indices in recent years.
Wealth Strategies

It’s Never Too Early to Plan

Judy Saxe, AEP®, CAP®
June 29, 2017

Summer is here, and your adult children may now be home from college, your child may be getting ready for his or her first post-college job or you may be helping a child prepare to leave for college for the first time.

Expanding Our Firm’s Services

Jack Markwalter
June 26, 2017

We are pleased to announce that CIBC has completed its acquisition of PrivateBancorp, Inc. and its subsidiary, The PrivateBank.
Wealth Strategies

Selling Your Business: Early Planning Can Net Big Results

Ryan Christine Coulson
June 21, 2017

If you’re thinking of selling your business, we often advise our clients to start with the end goal in mind.
G2G Impact

How To Financially Prepare For A Job Transition This Year

John Switchenko, CTFA
June 15, 2017

Going through any job transition, whether it’s to start your own business, or to join a new company, is ultimately a risk. The easiest way to minimize that risk is to be financially prepared.

Federal Reserve Raises Rates

Gary Pzegeo, CFA
June 14, 2017

The FOMC confirmed the higher target range for federal funds of 1.0% to 1.25% anticipated by markets at today’s meeting.
Wealth Strategies

Tips for Moving Abroad During Retirement

Ryan Christine Coulson
June 08, 2017

Some 400,000 retired Americans already live abroad and that number is growing. There can be benefits to retiring overseas, but it requires even more planning than retiring stateside.

Private Market Investing: Sizing Up the (Bigger) Opportunity Set

Dan Criscuolo
June 07, 2017

Download PDF   Not too long ago, private equity investments were viewed as “exotic” investments. But in recent years, private equity has grown to become a mainstream part of institutional portfolios globally—generally ranging anywhere from 5% to 25% of portfolios’ assets. Key to this recent growth is the ability of private equity to generate attractive, long-term performance over...
Firm News

Linda Beerman Resumes Role as Head of CIBC Atlantic Trust’s Wealth Strategies Group

Eric Propper, CFA
May 31, 2017

We are pleased to announce that Linda Beerman has resumed her role as head of the CIBC Atlantic Trust Wealth Strategies Group.
Wealth Strategies

Protect Existing Trusts and Other Assets with a Delaware Asset Protection Trust

Halsey Schreier
May 25, 2017

How can Delaware benefit client families? One way is through the ability to create a “self-settled trust” that can protect assets from claims by creditors.
The Connection

Asset Allocation Committee Update

Dave Donabedian, CFA
May 24, 2017

Download PDF   At its May meeting, the CIBC Atlantic Trust Asset Allocation Committee (AAC) determined that a higher relative allocation to developed international equity markets is appropriate under current market conditions. Developed international markets consist primarily of equities in Europe and Japan, which comprise over 85% of the MSCI Europe, Australia, Far East Index...
The Connection

An Active Debate on Passive Investing

John Tennaro, CIMA®
May 24, 2017

There have been many existential debates about the “optimal” way to invest: growth stocks vs. value stocks, international vs. U.S.-only portfolios, and the list goes on. This type of discussion tends to crop up after one type of investment outperforms another type for a period of time, which leads some to declare that today’s winner will remain superior for years to come.
Wealth Strategies

Expecting? 5 Things to Consider Before Becoming a Mother

Shady Jadali
May 19, 2017

Remember that keeping your finances in order is not only beneficial for you—it’s important for your future children. Here are five things to consider before having a baby.
Wealth Strategies

What Does This "Me Generation" Really Want?

Kent Nossaman
May 18, 2017

Millennials (aka Gen Yers), as a group, don’t have the best reputation. They’ve been referred to as egotistical, shallow and lazy. But, let’s be honest—throughout time, hasn’t the younger generation typically been discredited?