We are excited to announce that two great wealth management firms have combined forces:
Geneva Advisors has joined CIBC Atlantic Trust Private Wealth Management.
CIBC Atlantic Trust now has more than 430 employees in 14 markets nationwide and approximately $40 billion in assets entrusted to our care. Together, our organizations are an excellent fit due to our commonly held values of a fiduciary culture and team-based approach.
The team you know and trust, including your relationship team, will remain the same and will continue to manage your investments as part of CIBC Atlantic Trust. You also will have access to additional investment strategies that can complement your existing portfolio and will benefit from the expertise of CIBC Atlantic Trust’s Wealth Strategies Group—enabling further integration of your tax, trust, estate, philanthropic and legacy planning, along with other integrated wealth management capabilities.
For the Team Geneva Advisors client portal, click here.
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.