This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration. Need a new registration confirmation email? Click here
Firm Recognized by Private Asset Management (PAM) Magazine for the Firm's Excellence in Investments and Client ServiceATLANTA,
March 4, 2014 /PRNewswire/ - Atlantic Trust, the U.S. private wealth management division of CIBC (CM: NYSE) (CM: TSX)—has been recognized by
Private Asset Management (PAM), a financial services industry trade publication, as
Best Private Wealth Manager—New Product and
Best Multi-Family Office—Client Service among firms over
$2.5 billion in assets under management (AUM). The 2014 PAM Awards were announced last week at a ceremony in
"This recognition is a nice acknowledgement of our growing reputation for delivering the highest quality client experience," said
Eric Propper, CFA, president of Atlantic Trust. "We strive to remain innovative with investments yet still achieve attractive returns for our clients. These awards underscore Atlantic Trust's ongoing commitment to keep our clients' interests at the center of all we do and emphasize our unique wealth management approach based on transparency, objectivity and trust."
In addition to these awards, Atlantic Trust has also been short-listed for the Lifetime Achievement award from
Family Wealth Report (FWR)
with the nomination of former chairman and managing director
Edward I. "Ed" Rudman . Mr. Rudman, co-founder of
Boston-based Pell Rudman, which merged with Atlantic Trust in 2001, has long been recognized as a leader in the field of wealth management, most recently being named by
Family Office Exchange (FOX) as an Industry Pioneer and Thought Leader at its 20-year anniversary forum.
PAM annually invites firms to compete for awards in several categories and then a panel of independent industry experts selects the nominees and winners. PAM says that it considers the following criteria when selecting the winners of these awards:
Financial progress: Candidates must be able to demonstrate performance track-records over the course of the last twelve months
Growth: Client numbers, internal hires and geographic expansion
Client satisfaction: Provide evidence of client satisfaction, including anecdotes and direct client statements
Product innovation: Details of new services and products launched over the course of the year prior to the award date
This award follows Atlantic Trust's previous PAM wins as
Best Wealth Manager: Long-Term Performance (3 years) in 2013,
Best Private Client Investment Platform—Performance in 2012 and
Best Private Wealth Manager in Overall Client Service in 2011.
Any reference to a ranking, a rating or an award provides no guarantee of future performance results, and is not necessarily indicative of any particular client's experience and is not constant over time.