Investments

Economy and Markets: What to Watch

Dave Donabedian, CFA
2014-04-23 12:16:00.0

The U.S. economy is strengthening...   For the year as a whole, we forecast a solid advance, with real GDP growth near 3%. Catalysts should be:                   Consumer/Housing : record household wealth and accelerating disposabe income gains Government : less fiscal drag from D.C.;...
Firm News

Attracting More Talent as Our Business Grows

Jack Markwalter
2014-04-16 12:27:00.0

  I am pleased to announce that we have hired Kishore Setty as senior vice president and relationship manager in New York, Giovanni “Gio” Boccia as vice president and associate relationship manager in Atlanta, Daniel “Dan” Carter as senior vice president and senior relationship manager in Houston and Trevor Hancock as vice president and relationship manager in Denver. In these...
Investments

Investment Strategy Update: Europe, China and Geopolitics

Dave Donabedian, CFA
2014-03-26 12:15:00.0

So far, 2014 has certainly met our expectation of “less return, more volatility” compared with last year. But in many ways, the short-term challenges facing the U.S. seem relatively tame compared to a variety of big macro issues in other parts of the world. As we approach the end of the first quarter, it is a good time to review the underpinnings of our outlook for the full year.   ...
Firm News

Atlantic Trust Team Members Head to Tucson for ACTEC 2014

Paulina Mejia
2014-03-19 12:28:00.0

Earlier this month, my colleagues and I had the pleasure of attending the American College of Trust and Estate Counsel (ACTEC)’s 2014 annual meeting in Tucson, AZ. We joined more than 600 trust and estate attorneys specializing in wealth transfer, estate planning, trusts, charitable giving and other areas for an informative and productive week of networking, learning and socializing. ...
Firm News

Atlantic Trust Adds Charlie Fowler to Newport Beach Office

Jack Markwalter
2014-03-12 12:59:00.0

It is my great pleasure to announce that Charlie Fowler, CFP, has joined our Newport Beach office as a vice president.   In his new role, Charlie will work to foster new relationships with high-net-worth clients and strengthen associations with key intermediaries in the Southern California region. Prior to joining Atlantic Trust, he was a vice president in the Private Client...
Firm News

Atlantic Trust Recognized by Private Asset Management (PAM)

Eric Propper, CFA
2014-03-05 13:26:00.0

In late February, members of our New York team and I were pleased to represent Atlantic Trust at the 2014 Private Asset Management (PAM) Awards , accepting awards in the following categories:           Best Private Wealth Manager —New Product (for Atlantic Trust's new hedge fund of funds)           ...
Firm News

Accessing Global Investment Expertise

Dave Donabedian, CFA
2014-02-19 13:22:00.0

Our clients come to Atlantic Trust once they already have attained substantial wealth, and it is the firm’s primary job to protect that wealth and grow it over time. To achieve these results, Atlantic Trust has designed a disciplined asset allocation process and a hybrid investment model that combines internal and external investment management.   Once the appropriate asset...
Firm News

Firm Growth: Record $24B AUM, 27 Consecutive Quarters Growth

Jack Markwalter
2014-02-12 13:18:00.0

I am pleased to announce that, for the year ending Dec. 31, 2013, Atlantic Trust achieved a record $24 billion in assets under management (AUM) supported by $1.9 billion in positive net client asset flows. This marks the 27th consecutive quarter of positive net organic growth for the firm.   Atlantic Trust also achieved 99% retention of clients entrusting more than $5 million to...
January 2014

Choosing the Best Giving Vehicle

Linda Beerman
2014-01-29 13:23:00.0

When it comes to charitable planning, our clients often ask, “What is the best way to give?” While cash gifts are the most direct way, they are not the only way to support your favorite cause.   In fact, you might be interested in the additional benefits that can be achieved with a structured giving vehicle, such as the long-term convenience of a donor-advised fund , the control...
Firm News

Atlantic Trust team heads to annual Heckerling Institute in Orlando

Linda Beerman
2014-01-22 13:00:00.0

[gallery type="slideshow" ids="228,227,226,222,223,224,225,221,220,219,218,214,215,216,217,213,186,184" orderby="rand"]   Last week, I had the pleasure of attending the 48th Annual Heckerling Institute on Estate Planning held at the Orlando World Center, Marriott Resort & Convention Center in Orlando, FL. As the nation’s largest and most prestigious conference for estate...
Firm News

Atlantic Trust Welcomes John Tennaro

Dave Donabedian, CFA
2014-01-15 13:30:00.0

  I am pleased to announce that John Tennaro has joined Atlantic Trust’s Multi-Manager Investment Program (MMIP) as vice president and senior investment analyst.   John brings more than 15 years of experience to our firm, where he will be responsible for external investment manager due diligence and selection within the MMIP traditional investments.   A...
January 2014

2014 Investment Outlook: Better Growth, But No Liftoff

Dave Donabedian, CFA
2014-01-08 13:00:00.0

Since the official end of the Great Recession in mid-2009, investors, businesses and policymakers have been looking for a corresponding “Great Surge” in the U.S. economy. It has not yet materialized. Because of the unique nature of this cycle, driven by a credit overhang that needs years to burn off, the economic recovery and expansion over the last 4 1/2 years have been stubbornly slow....
Firm News

2013—A Milestone Year for Atlantic Trust

Jack Markwalter
2014-01-01 13:00:00.0

It was a strong year for Atlantic Trust on a number of fronts and we are pleased to start 2014 as part of CIBC. We believe we found the right, long-term fit for Atlantic Trust with CIBC, will enable us to invest in our business based on what clients need and want. Not only is CIBC a highly reputable, financially stable 150-year-old firm, they are committed to helping us create the most...
Snehal G.Vara

Home is Where the Domicile Is: What to Know Before Relocating to Florida

0002-11-30 00:00:00.0

Every year, thousands of vacationers from all over the world travel to Florida for its plentiful surf, sand and sunshine. What visitors may not know is that the absence of state income and estate taxes, combined with one of the country’s broadest homestead exemptions, also makes Florida an attractive destination for those looking to relocate or retire.       Before...
Wealth Strategies

Home is Where the Domicile Is: What to Know Before Relocating to Florida

Art Graper, CFP®
0002-11-30 00:00:00.0

Every year, thousands of vacationers from all over the world travel to Florida for its plentiful surf, sand and sunshine. What visitors may not know is that the absence of state income and estate taxes, combined with one of the country’s broadest homestead exemptions, also makes Florida an attractive destination for those looking to relocate or retire.    Before you can...