Firm News

Atlantic Trust Sponsors ACTEC Summer Meeting in Boston

Sid Queler
June 23, 2016

  Atlantic Trust was pleased to again sponsor the American College of Trust and Estate Counsel ( ACTEC ) Summer Meeting. This year’s event took place in Boston, Massachusetts, on June 16–19.     In addition to hosting an exhibit booth, our firm co-sponsored a dinner reception and tour of the John F. Kennedy Presidential Library and Museum on the evening of Saturday,...
Firm News

Welcoming Halsey Schreier to Our New York Office

Paulina Mejia
June 22, 2016

  We are pleased to announce that Halsey O. Schreier has joined the team in New York as vice president and a wealth strategist.     In his role as wealth strategist, Halsey will provide high net worth clients with integrated wealth management services, including comprehensive wealth transfer and financial planning solutions, multi-generational legacy planning and...
Firm News

Atlantic Trust’s Newport Beach Office Moves to Fashion Island

Andrew Lang, CFA
June 21, 2016

  We are pleased to announce that our Newport Beach, California, office has moved from its former location at MacArthur Court to the city’s upscale Fashion Island shopping area.     The new office, located at 520 Newport Center Drive, provides room for growth as we expand our footprint and deepen our capabilities in Orange County and surrounding areas. The new...
Firm News

Atlantic Trust’s Investment and Political Outlook Series Continues

Bruce Katz, CFP®
June 17, 2016

  Atlantic Trust was pleased to host two more installments of its 2016 Investment and Political Outlook Speaker Series event last week in New York and New Jersey. Chief Investment Officer Dave Donabedian and Cook Political Report Editor and Political Analyst David Wasserman took to the stage to offer their insights into the upcoming presidential election and the potential effects of...
Firm News

CIBC and Atlantic Trust Volunteer at the United Way Rooftop Garden

Amanda Marsted
June 10, 2016

  On the morning of May 20, eight CIBC and Atlantic Trust employees gathered recently on the roof of the Metro Baptist Church in New York’s Hell’s Kitchen neighborhood, in partnership with the United Way of New York City, to volunteer for the Hell’s Kitchen Farm Project.     Together, they helped transform 52 kiddie pools into nearly 1,000 square feet of new plant...
Wealth Strategies

A “Principled” Pathway to Family Success

Paulina Mejia
June 08, 2016

  What does it mean for a family to “succeed”? From our many years of working with multi-generational families on the transition of their wealth, we’ve learned that for most of them, “success” is defined as creating an environment for the sustainability of wealth across generations.     With that in mind, our Wealth Strategies Group has crystallized its offering to...
Women's CIRCLE

The Balancing Act Of Caring For Your Parents And Your Children

Kim Dwyer
May 26, 2016

  Whether it’s helping to streamline mundane tasks, bring people together or keep better track of the day-to-day responsibilities at home and at work, technology plays a fascinating role in all of our lives. It’s also helping us live longer: according to the Bureau of Labor Statistics , the average life expectancy has increased by more than 60% between 1900 and 2000.   ...
The Connection

3 Questions to Ask When Helping Aging Parents with Estate Planning

Carly Howard
May 25, 2016

  What can you do to help your parents with their estate planning? It’s difficult to know what kind of “help” your parents may need—or when it’s the right time to step in—especially if your parents are reluctant to share information about their finances. Coordinating with your parents’ advisors is a great way to keep your finger on the pulse of your parents’ estate planning needs. ...
The Connection

Brexit: Will They Stay or Will They Go?

Dave Donabedian, CFA
May 25, 2016

      "Should the United Kingdom remain a member of the European Union or leave the European Union?"     This is the question that British voters will answer in a June 23rd national referendum. As the vote approaches, this could be a source of volatility in global equity, fixed income and currency markets.     ...
Firm News

Atlantic Trust Featured on Forbes RIA Channel

Sid Queler
May 24, 2016

  My colleague, Bruce Katz , and I recently appeared on the RIA Channel for Forbes Advisor Network to discuss Atlantic Trust’s offerings for multigenerational clients and our service-oriented approach.     During our interview with RIA Channel’s Julie Cooling, we discussed the philosophy behind Atlantic Trust’s investment platform and our emphasis on creating...
Firm News

2016 and Beyond- Oil & Gas Outlook Event Speaker Series

Scott Caven
May 19, 2016

Texas has been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, Atlantic Trust held two luncheons last week in Houston (the energy capital of the U.S.) and Dallas. More than 125 people attended the two events, and the level of interaction was highly sophisticated. Speaking first was Andre Burba, managing...
Investments

Diversifying Your Investment Portfolio With Bonds

Gary Pzegeo, CFA
May 17, 2016

  Bonds may not be as glamorous as stocks or commodities, but they do form a significant component of most investment portfolios.     The main reason bonds can be so attractive is that they can help diversify your investment portfolio. Interest payments from bonds can act as a hedge against the relative volatility of stocks, real estate or precious metals. Those...
Women's CIRCLE

Financial Education: Setting Your Children Up for Financial Success

Martina Frangis
May 13, 2016

  A high-quality education is one of the most valuable things a parent can provide for his or her child, but some subjects, such as financial literacy, tend to be left out of even the most well-rounded curriculums.     For example, a survey conducted earlier this year by the Council for Economic Education found that only 20 states currently require high school...
Firm News

Atlantic Trust Hosts David Wasserman in Boston

Tom Riley, CFA
May 12, 2016

  The 2016 presidential primary season is in full swing, and voters continue to ask important questions about the remaining candidates, their views and the potential implications of this election cycle’s outcome on the financial markets and global economic outlook.     To help glean some insights from the latest election developments dominating headlines on both...
Women's CIRCLE

Strategic  Philanthropy: Starting the Process

Amanda Marsted
May 06, 2016

  The U.S. is seeing record levels of giving in recent years: According to data from the National Philanthropic Trust , Americans gave $358.38 billion in 2014—an increase of 7.1% over 2013—accounting for approximately 2.1% of gross domestic product in that year.     That trend is expected to continue upward in 2016. Two factors may play a role: One is millennials ,...