Firm Overview


$39.8 billion
in assets entrusted to our care
Extensive resources; nimble and responsive
90+
year history

and the backing of CIBC
Firm stability and security
96%
client retention

Y/Y among clients with $5M AUM
Excellence from experienced client service team
Investment
expertise

across internal and external managers
Access to diversified, global strategies and alternatives
Trust services
National and Delaware trust companies
Professional trustee; advantages of Delaware

*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.

Boston-based
Pell Rudman Trust Company
founded 1980

Chicago-based
Stein Roe Investment Counsel
founded 1932

New York-based
Whitehall Asset Management
founded 1923

Our National Locations

Our Clients

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.

$21.8 billion

managed for individuals and families,
with continuous client relationships dating back to 1932.


$2.1 billion

managed for foundations and endowments,
with an average tenure of 14 years with CIBC Atlantic Trust.


$6.7 billion

in accounts where CIBC Atlantic Trust is trustee.

Includes revocable and irrevocable trusts and IRAs for which CIBC Atlantic Trust is a trustee.


$9.1 billion

managed for legacy Team Geneva Advisors clients.
Team Geneva Advisors became part of CIBC Atlantic Trust in 2017.

 

Our Professionals

CIBC Atlantic Trust's 310+ talented professionals work together in multi-functional teams, with an 18:1 client-to-employee ratio.
 

Experience

Average of 20 years' industry experience.


Stability

Average of nine years' tenure with CIBC Atlantic Trust.


Credentialed

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.

Related Resources

Questions About Our Firm

Sidney F. Queler, Managing Director and National Director of Business Development
 
Send a Message

CIBC Atlantic Trust's Heritage

Clients benefit from more than 90 years of experience, stability and strength.

Watch Video (2:32)

CIBC Atlantic Trust
Advantage

Tying together all of the key components of wealth management, we can meet your needs and expectations.

Read More