2018, Family Wealth Report, "Women in Wealth Management (Individual – Wealth Management Organizations)"
Kimberly Dwyer was one of eight candidates shortlisted and the only candidate “highly commended” in this category. The award recognizes a woman in private banking or wealth management determined by a panel of judges to be an inspiration to female clients and colleagues.
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.