A Proven, Multi-Asset Class Investment Platform
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.
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
Q3 2019 Investment Outlook Webinar
Financial Markets Monitor - Q4 2019
Four Common Questions Investors Have About Our Economic Outlook
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 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
Questions About Our Firm
Wanda G. Colburn, Managing Director
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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.
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