Strength, Stability and Resources
As a client of CIBC Atlantic Trust, you benefit from our boutique, high-quality experience backed by the financial strength and stability of our global parent company, CIBC, which was recognized in 2016 as one of the top 10 safest banks in North America by Global Finance magazine. Our unique platform has been expertly crafted by professionals with extensive experience managing wealth for affluent clients.
Together with our affiliate, CIBC Bank USA, we have the ability to deliver a robust complement of investment management, wealth strategies and legacy planning, in addition to private banking, deposit and lending services. Throughout our relationship, we commit to providing the highest-quality client experience as we help achieve your goals for your wealth and your legacy.
At a Glance: CIBC U.S. Private Wealth Management Business
history of CIBC
Stability and security
with U.S. offices
in private wealth
Commitment to excellence
*All figures as of Dec. 31, 2017.
†Includes CIBC Atlantic Trust and CIBC Bank USA's Private Wealth Team.
Our National Locations
Team Geneva Advisors:181 West Madison StreetChicago, IL 60602
John P. Huber
Managing Director and Co-Head, Team Geneva Advisors
"With the addition of Team Geneva Advisors, CIBC Atlantic Trust now has approximately $41 billion in assets under management and more than 400 professionals, who serve clients from offices in 14 locations across the country. Working together, we have the ability to deliver an even more robust complement of investment management, wealth strategies and legacy planning, and streamlined access to private banking, deposit and lending services, offered through our affiliate, CIBC Bank USA. Our merger provides more breadth and depth of resources and makes us part of a leading wealth management firm in the U.S., with more than 95 years of serving affluent clients and families through predecessor firms."
History and Heritage
CIBC Atlantic Trust Private Wealth Management is the successful combination of four firms. We have built a strong foundation on our common mission of providing extraordinary client service and broad wealth management capabilities:
Whitehall Asset Management
Stein Roe Investment Counsel
Pell Rudman Trust Company
If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
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.
For further assistance, please contact your Atlantic Trust client service team.