ATLANTIC TRUST

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BNP Paribas -- dominator of the UHNW market in France and Belgium -- taps ex-Silver Bridge chief for ultrahigh-net-worth assault on US

based Constellation Wealth Advisors LLC, an ultrahigh-net-worth RIA with $6.1 billion in assets under management. See: First Republic buys an eight-year-old RIA for $115 million These deals have helped First Republic quickly expand into new markets and ...

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RIA Biz
July 21, 2015
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Barclays Announces Changes To The Atlantic Trust Select MLP Index

The Atlantic Trust Select MLP Index is designed to provide exposure ... Select Master Limited Partnership Strategy (the "Strategy") developed by AT Investment Advisers, Inc. (formerly, "Stein Roe Investment Counsel Incorporated d/b/a Atlantic Trust Private ...

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The Street
June 30, 2015
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Choose a trustee that combines experience with empathy, says Atlantic Trust

Serving as a trustee requires technical talent, sound judgment, discretion, integrity, objectivity and the ability to work with all of the beneficiaries involved ATLANTA, July 20, 2015 /PRNewswire/ - A grantor's choice of trustee is as important to a trust ...

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New Jersey Online
July 20, 2015
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Stocks Gain After Fed Statement

“There was nothing in there where the Fed clarified that it would be raising rates in September,” said David Donabedian, chief investment officer of Atlantic Trust Private Wealth Management, which oversees about $27 billion. That gave stocks some ...

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Wall Street Journal
July 29, 2015
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ETFs: 3 Ways to Play the Boom in Healthcare Stocks

Fred Weiss, a portfolio manager with Atlantic Trust Private Wealth Management, told CNN: “Most hospitals have had rising margins the past few years from Obamacare. So if they were making 12% margins, now they make 16%. That’s 30% more profits.”

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Investor Place
July 31, 2015
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Choose a trustee that combines experience with empathy, says Atlantic Trust

Serving as a trustee requires technical talent, sound judgment, discretion, integrity, objectivity and the ability to work with all of the beneficiaries involved "The primary role of a trustee—holding title to property for the benefit of another—sounds ...

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IT Business Net
July 20, 2015
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Barclays Announces Changes to the Atlantic Trust Select MLP Index

The Atlantic Trust Select MLP Index is designed to provide exposure ... Select Master Limited Partnership Strategy (the “Strategy”) developed by AT Investment Advisers, Inc. (formerly, “Stein Roe Investment Counsel Incorporated d/b/a Atlantic Trust ...

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Market Watch
June 30, 2015
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Choose a trustee that combines experience with empathy, says Atlantic Trust

Information contained on this page is provided by an independent third-party content provider. WorldNow and this Station make no warranties or representations in connection therewith. If you have any questions or comments about this page please contact ...

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WWBT-TV NBC 12
July 19, 2015
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Atlantic Trust Recognized for Excellence in Investments for Fourth Straight Year

NEW YORK, Feb. 4, 2015 /PRNewswire/ - Atlantic Trust, the U.S. private wealth management division of CIBC (CM: NYSE) (CM: TSX), has been recognized by Private Asset Management (PAM), a leading financial services industry trade publication, as Best Multi ...

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StreetInsider
February 4, 2015
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Passing Down Family Stories To Millennials

At an Atlantic Trust multi-generational summit of wealthy families in New York recently, there were the usual seminars about income tax planning, trusts and estates, asset protection and using debt wisely. Then it got really personal. Jesse J’s “Price ...

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Forbes
November 13, 2014
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'One percent' actually share middle-class priorities: CEO

However, the CEO of a prominent wealth management firm told CNBC that the rich are more than just the sum ... you have different levels of worth," said John "Jack" Markwalter Jr., head of Atlantic Trust Private Wealth Management, which holds $26 billion ...

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CNBC
February 28, 2015
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Living and Dying in a Virtual World

Living and Dying in a Digital World In addition to our lives in the “real world,” many of us also maintain assets in the digital realm. But in keeping up with the constant barrage of password changes, the opening and closing of online accounts and the ...

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Wealth Management
August 4, 2015
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Include digital assets and accounts in estate planning discussions, says Atlantic Trust

Digital planning can help ensure secure fiduciary access to online assets, including medical records, in the event of the death of a family member ATLANTA, GA, Aug. 6, 2015 /PRNewswire/ - Estate plans should include provisions for digital assets such as ...

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New Jersey Online
August 6, 2015
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Bumpy ride but still a bull market, say experts

"It's not a feel-good bull market but it is a bull market and there's money to be made," the chief investment officer for Atlantic Trust said in an interview with CNBC's "Power Lunch." Stocks tumbled Thursday, with the S&P 500 breaking through a key level ...

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CNBC
August 6, 2015
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US Stocks End Higher on Fed Statement

“There was nothing…where the Fed clarified that it would be raising rates in September,” David Donabedian, chief investment officer of Atlantic Trust Private Wealth Management, which oversees about $27 billion, told Wall Street Journal. “If an ...

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Fore Minute
August 4, 2015
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Atlantic Trust opens Florida office

New West Palm Beach office serves high-net-worth clients throughout Florida WEST PALM BEACH, FL, April 7, 2015 /PRNewswire/ - Atlantic Trust, the U.S. private wealth management division of CIBC (CM) (CM.TO), today announced it has expanded into Florida ...

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Yahoo Finance
April 7, 2015
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Atlantic Trust managing director dies

S. Mark Powell, managing partner of Atlantic Trust’s Austin operations, has died from a yet undetermined cause, a company official confirmed. Powell had been with the Atlanta-based wealth management firm for more than a decade and was known in the ...

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The Business Journal
May 17, 2013
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Choose a trustee that combines experience with empathy, says Atlantic Trust

Serving as a trustee requires technical talent, sound judgment, discretion, integrity, objectivity and the ability to work with all of the beneficiaries involved "The primary role of a trustee—holding title to property for the benefit of another—sounds ...

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Consumer Electronics Net
July 20, 2015
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Atlantic Trust adds advisers, aims to double assets by 2015

It has been six months since Jack Markwalter returned to the chief executive's chair at Atlantic Trust Private Wealth Management, the wealth management arm of Invesco Ltd., but he won't be able to turn his full attention to running the firm until next week.

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Investment News
January 30, 2010
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Marriage of Convenience: CIBC Eyes U.S. with Atlantic Trust

says Atlantic Trust CEO Jack Markwalter. He rattles off figures that underscore the attractiveness of the American wealth management business. “In North America, we have $12.7 trillion in high net-worth wealth, which makes up 35% of the global total ...

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Barron's
September 5, 2014
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Are Women Saving Enough for Retirement?

If you don’t have the time, energy or inclination to do this yourself, an Atlantic Trust advisor can help you design a retirement plan that makes sense for your lifestyle and family obligations.

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Wealth Management
December 2, 2015
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How to Trade the ECB Meeting: ‘Cash Is a Position, Too’

The ECB’s moves shouldn’t have an effect on what the Fed does this month, said David Donabedian, the chief investment officer at Atlantic Trust Private Wealth Management, but may alter their thinking on 2016. “A strong dollar will keep a lid on ...

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The Wall Street Journal
December 2, 2015
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ARII offers free medical care to over 5,000 in Kalba district

The ARII like in several other projects received support from its international development partners such as the Atlantic Trust Holding and Atlantic Holdings of Dubai. This project was also supported by Danadams Pharmaceuticals, Ministry of Health ...

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Ghana Web
December 9, 2015
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Atlantic Trust recognized as a top U.S. wealth management firm

Firm ranked No. 1 for making clients feel special across the full customer experience, according to Luxury Institute survey ATLANTA, July 30, 2014 /PRNewswire/ - Atlantic Trust, the U.S. private wealth management division of CIBC (NYSE: CM) (TSX ...

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prnewswire.com
July 29, 2014
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CIBC buys Atlantic Trust from Invesco for $210-million

CIBC is buying Atlantic Trust Private Wealth Management from Invesco Ltd., giving the Canadian bank a team of 235 people managing assets of about $20-billion from offices in a dozen U.S. metropolitan areas, including Atlanta, Boston, Chicago and New York.

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Globe and Mail
April 11, 2013
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Momentum Seeps From Stocks as S&P 500 Limps Toward November Gain

Volume was light as investors honed their focus on the future of monetary policy in the U.S., said David Donabedian, chief investment officer of Atlantic Trust Private Wealth Management, which oversees $27 billion. “The market continues to come to peace ...

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Bloomberg
November 27, 2015
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Atlantic Trust Receives Delaware Trust Charter

You can find other news releases and information about CIBC in our Media Centre on our corporate website at www.cibc.com. SOURCE Atlantic Trust Private Wealth Management

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The Street
April 15, 2015
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CIBC Announces Fourth Quarter and Fiscal 2015 Results

and Completed our integration of Atlantic Trust, a U.S. private wealth management firm as part of our strategic plan to grow our North American business. "All of our Wealth Management businesses delivered strong results this year," says Steve Geist ...

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Benzinga
December 3, 2015
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CIBC to acquire Atlantic Trust for $210M

Canadian Imperial Bank of Commerce, Canada’s fifth-biggest bank, agreed to buy Atlantic Trust Private Wealth Management from Invesco Ltd. for $210-million to expand its wealth-management business in the U.S. “Atlantic Trust offers a very attractive ...

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Financial Post
April 11, 2013
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Macro wins US contract with Atlantic Trust

Debra Ward, managing director, Macro, said: “We are delighted to be working with a reputable company such as Atlantic Trust Private Wealth Management. This contract showcases our global capabilities as we forge new relationships in North America.”

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Construction Week Online
March 21, 2014
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