2018, Private Asset Management, "Best Investment Platform – Performance"
The detailed information provided by CIBC Atlantic Trust for the award included information on both internal and external strategies. Eight firms were shortlisted for this award, and CIBC Atlantic Trust was the only firm to win.
PAM annually invites firms to compete for awards in several categories that are reviewed by a panel of independent industry experts. PAM considers the following criteria when selecting the winners of these awards:
- Financial progress: Candidates must be able to demonstrate performance track records over the course of the last 12 months.
- Growth: Client numbers, internal hires and geographic expansion
- Client satisfaction: Provide evidence of client satisfaction
- Product innovation: Details of new services and products launched over the course of the year prior to the year the award is given
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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:
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