in assets entrusted to our care
and the backing of CIBC
Y/Y among clients with $5M AUM
across internal and external managers
National and Delaware trust companies
*all figures as of July 31, 2017.
90+ Year Heritage
CIBC Atlantic Trust Private Wealth Management is the successful combination of three firms that came together in 2001-2004. We have built a strong foundation on our common mission of providing extraordinary client service and broad wealth management capabilities.
Pell Rudman Trust Company
Stein Roe Investment Counsel
Whitehall Asset Management
Our National Locations
CIBC Atlantic Trust is focused on managing $39.8 billion in assets for a select group
of wealthy individuals and families, as well as foundations and endowments.
managed for individuals and families,
with continuous client relationships dating back to 1932.
managed for foundations and endowments,
with an average tenure of 14 years with CIBC Atlantic Trust.
in accounts where CIBC Atlantic Trust is trustee.
Includes revocable and irrevocable trusts and IRAs for which CIBC Atlantic Trust is a trustee.
managed for legacy Team Geneva Advisors clients.
Team Geneva Advisors became part of CIBC Atlantic Trust in 2017.
CIBC Atlantic Trust's 310+ talented professionals work together in multi-functional teams, with an 18:1 client-to-employee ratio.
Average of 20 years' industry experience.
Average of nine years' tenure with CIBC Atlantic Trust.
93 CFA charterholders, 29 CFP® certificants,
24 JDs, 14 CPAs, 29 master's degree holders.
Atlantic Trust and CIBC (NYSE:CM)
On January 1, 2014, Atlantic Trust became a part of CIBC (NYSE: CM), a leading global financial institution. Our firms share a commitment to outstanding client service and investment excellence. Additionally, CIBC embraces Atlantic Trust's fiduciary culture, as well as our integrated, objective approach to investments and wealth strategies. Atlantic Trust also benefits from the financial strength and stability of CIBC, which was recognized in 2012 and 2013 as the strongest bank in North America and third-strongest in the world by Bloomberg Markets.
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.