Our corporate and institutional services group has expertise in a variety of escrow and custody solutions that are focused on your needs and objectives. Clients not only benefit from a high level of personal attention but also have access to online reporting as well as an experienced team of professionals providing these services.
Enhanced Cash Management
For companies with cash on their balance sheet that are seeking returns and/or alternatives to bank deposits, we take a customized approach that uses a combination of money funds, short- and medium-term bond funds and individual fixed income securities to enhance return while maintaining liquidity.
Services for Institutional Clients:
Our investment platform includes customized services for institutional clients—foundations, endowments and other not-for-profits—that leverage both active and passive management styles. Access to low-cost index/ETF strategies is also available for smaller foundation clients.
CIBC’s escrow services team acts as Agent for M&A-related transactions—earn-outs, holdbacks, indemnifications, working capital adjustments, and good faith deposits—as well as class-action settlements, bankruptcy liquidations, qualified settlement funds and more. There is no minimum account size required, and services are offered on a competitive fee schedule.
In addition, we offer a range of custodial services for individuals, corporations, foundations and endowments, as well as financial institutions, money managers (RIAs) and investment consultants. Custodial services are also available for family and multifamily offices.
Corporate Retirement Services
As part of our corporate and institutional services offering, we also work closely with our corporate retirement plan services group to assist clients with their retirement planning needs.
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Internal Custody:If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
External Custody:If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
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For further assistance, please contact your Atlantic Trust client service team.