We offer a broad opportunity set across asset classes, global geographic regions and managers because in our experience, we found this to be the best way to preserve and grow your assets. For your portfolio, we consider your family and your goals and needs, and give you a customized investment portfolio with access to global expertise.
Our investment platform has been repeatedly recognized for our performance and philosophy within the industry.
CIBC Private Wealth has won more PAM awards than any other firm and is among FWR's most recognized firms for investment excellence.
Best High Net-Worth Investment Platform, PAM, 2020
Best Private Wealth Manager Over $5 billion—Performance, PAM, 2020
Best Investment Platform—Performance, PAM, 2017, 2018, 2019
FT 300: Top Registered Investment Advisers, 2019
Private Client Investment Platform, FWR, 2017, 2018
Leading Individual (Multi-Family Office), FWR: Chief Investment Officer David Donabedian, CFA, 2016
Private Client Investment Platform—Highly Commended, FWR, 2016
Best Private Client Investment Platform—Performance, PAM, 2012
Rankings, ratings or awards may not be representative of any specific client's experience.
Any reference to a ranking, rating or an award provides no guarantee for future performance
results and is not constant over time.
This is a generalization of asset classes and is for illustrative purposes only.
Chief Investment Officer, CIBC Private Wealth Management
“A guiding principle of our investment offerings to our clients is: Would we buy this for ourselves? This is particularly true for our internal, proprietary strategies, which are based on what we believe is differentiated expertise inside the firm. All internal strategies must meet a high bar for the competition within their investment categories. Because we combine that standard with the breadth of knowledge on our Multi-Manager Investment Team, which researches global external managers across a wide range of asset classes, we have something unique and incredibly strong.” CONTACT DAVE
Latest Investment Thinking
Get in touch
Want to learn more about CIBC Private Wealth? Contact Managing Director Wanda Colburn.
Send a message
We examine the respective merits and drawbacks of active management and passive management, as well as the CIBC Private Wealth selection approach for finding investments that we believe will stand the test of time.
Multi-Manager Investment Program
Our mission to identify best-in-class managers that can add long-term value to our clients' portfolios is achieved only throug a fair assessment of these managers.
* Required fields
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.
Safari Browser Users:To access login links, you will need to deselect the "Block pop-up windows" option under your security preferences.
For further assistance, please contact your Atlantic Trust client service team.