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

~$52 billion

in AUMA

150 years

history of CIBC

19 cities

with U.S. offices

~500 employees

in private wealth

15:1

client-to-employee ratio

97%

Client retention

*All figures as of March 31, 2018.
Includes CIBC Atlantic Trust and CIBC Bank USA's Private Wealth Team.

Our National Locations

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."

Contact John

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:

New York-based
Whitehall Asset Management
founded 1923

Chicago-based
Stein Roe Investment Counsel
founded 1932

Boston-based
Pell Rudman Trust Company
founded 1980

Chicago-based
Geneva Advisors
founded 2003