The specific criteria PAM uses to determine the awards are considered proprietary and could not be obtained. For more information, visit www.pammagazine.com.
In 2013, Atlantic Trust was selected by PAM for the award of "Best Wealth Manager: Long-Term Performance (3 years). The detailed information provided by Atlantic Trust for the award included information on both internal and external strategies. Of the six firms shortlisted by PAM in this category, Atlantic Trust was the only firm selected for the award.
In 2012, Atlantic Trust was selected by PAM for the award of "Best Private Client Investment Platform—Performance" based on information provided by Atlantic Trust. Ten firms entered the category for this award and four firms were shortlisted, of which Atlantic Trust was the only firm selected for the award. In response to PAM's question about "how [we] have developed our [investment] offering in 2011" regarding "product innovation, performance and how [we] dealt with the challenges of the last year," Atlantic Trust provided an overview of our investment approach and recent asset allocation recommendations, as well as highlights of proprietary performance. Atlantic Trust provided detailed performance information for the Atlantic Trust Disciplined Equity Strategy. Atlantic Trust did not provide detailed performance information with respect to the more than 50 other proprietary and externally managed strategies available on our platform. Thus, the reference to "investment platform—performance" in the award should not be misconstrued as suggesting that PAM conducted a comprehensive review of all of the strategies on our platform.
In 2011, of the five firms shortlisted by PAM for the "Best Private Wealth Manager in Overall Client Service" rating, Atlantic Trust was the only firm selected for the award.
About Atlantic Trust
Atlantic Trust is one of the nation's leading private wealth management firms, offering integrated wealth management for high net worth individuals, families, foundations and endowments. The firm considers clients' financial, trust, estate planning and philanthropic needs in developing customized asset allocation and investment management solutions. Experienced professionals deliver a broad range of solutions, including proprietary investment offerings and a robust open architecture platform of traditional and alternative managers. Atlantic Trust operates in 12 full-service locations throughout the U.S. With
in assets under management (as of
Dec. 31, 2012
), Atlantic Trust is the private wealth management division of Invesco Ltd. (NYSE: IVZ). For more information, visit
About Invesco Ltd.
Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our retail, institutional and high net worth clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at
SOURCE Atlantic Trust