News from atlantic trust private wealth management A wide array of domestic and global news stories; news topics include politics/government, business, technology, religion, sports/entertainment, science/nature, and health/lifestyle.

Latest

Dec 17, 2014, 13:02 ET Atlantic Trust expands Boston team with senior hires in wealth strategies and business development

Firm continues to attract top talent with addition of Josh Miller and Mark Kane, reflecting its strong growth momentum. BOSTON, Dec. 17, 2014 /CNW/ - Atlantic Trust, the U.S. private wealth...


Dec 09, 2014, 10:00 ET Another milestone year for Atlantic Trust, with 30 consecutive quarters (7.5 years) of growth and strong investment performance leading to $25.9 billion in assets under management

ATLANTA, Dec. 9, 2014 /CNW/ - Atlantic Trust, the U.S. private wealth management division of CIBC—Canadian Imperial Bank of Commerce (NYSE: CM) (TSX: CM), today announced the firm achieved $25.9...


Dec 04, 2014, 08:00 ET Atlantic Trust Adds Wealth Strategist to San Francisco Team

Ryan Christine Coulson joins Atlantic Trust further strengthening the firm's wealth planning expertise in San Francisco and across the West Coast ATLANTA, Dec. 4, 2014 /CNW/ - Atlantic Trust, the U.S....


Nov 04, 2014, 10:00 ET Atlantic Trust Hosts G2G Family Summit With Focus on Legacy Planning

Unique multi-generational summit helps families explore their collective visions for their wealth, leadership and legacy NEW YORK, Nov. 4, 2014 /CNW/ - Atlantic Trust, the U.S. private wealth...


Jul 30, 2014, 11:44 ET Atlantic Trust recognized as a top U.S. wealth management firm

Firm ranked No. 1 for making clients feel special across the full customer experience, according to Luxury Institute survey ATLANTA, July 30, 2014 /CNW/ - Atlantic Trust, the U.S. private wealth...


Jul 22, 2014, 10:00 ET Atlantic Trust welcomes Susan Farris to the Boston office

Wealth management firm continues to attract key talent in major markets ATLANTA, July 22, 2014 /CNW/ - Atlantic Trust, the U.S. private wealth management division of CIBC (NYSE: CM) (TSX: CM), is...


Jul 08, 2014, 14:11 ET Look beyond cash savings to fund education, says Atlantic Trust

For many parents, education is the single largest expense of raising a child, which means smart financial planning is crucial ATLANTA, July 8, 2014 /CNW/ - Using a state-qualified tuition program or...


Jun 26, 2014, 11:00 ET Learn strategies for leaving a lasting legacy to grandchildren, says Atlantic Trust

Grandparents can leverage federal exemptions to provide a financial cushion for their adult children and grandchildren ATLANTA, June 26, 2014 /CNW/ - Grandparents who wish to provide financial...


Jun 24, 2014, 10:00 ET Atlantic Trust welcomes Amanda G. Marsted to New York office

Wealth management firm continues to recruit key talent in major markets ATLANTA, June 24, 2014 /CNW/ - Atlantic Trust, the U.S. private wealth management division of CIBC (NYSE: CM) (TSX: CM), is...


Jun 17, 2014, 11:03 ET Atlantic Trust adds three senior-level hires in Chicago and Denver offices

Firm continues to strengthen client service team with addition of new top talent ATLANTA, June 17, 2014 /CNW/ - Atlantic Trust, the U.S. private wealth management division of CIBC (NYSE: CM) (TSX:...


Jun 12, 2014, 14:01 ET Investors are navigating a mature bull market, not a bubble, says Atlantic Trust CIO Donabedian

Crosscurrents bound to create bouts of volatility but also generate investment opportunities across markets ATLANTA, June 12, 2014 /CNW/ - Investors should not see today's broad stock market as a...


Jun 10, 2014, 07:00 ET Atlantic Trust continues record growth, hiring top talent

Firm has hired 20+ new professionals year-to-date in key markets to provide highest levels of customized service as business grows ATLANTA, June 10, 2014 /CNW/ - Atlantic Trust, the U.S. private...


Jun 05, 2014, 13:00 ET Conflicting interests of trust beneficiaries can be balanced by state law, says Atlantic Trust

The trustee's role is to manage the potentially adverse interest of beneficiaries while also adhering to trust administration rules and regulations ATLANTA, June 5, 2014 /CNW/ - Atlantic Trust, the U....


May 29, 2014, 11:00 ET Give children a good financial education now for a strong financial future, says Atlantic Trust

Parents encouraged to engage, teach and empower their children to be wise stewards of money ATLANTA, May 29, 2014 /CNW/ - The foundation for '20-somethings' financial maturity comes long before the...


May 22, 2014, 09:00 ET Gifting Can Be a Powerful Tool To Help Minimize Estate Taxes, says Atlantic Trust

Smart estate planning means more than just knowing who to name as a beneficiary ATLANTA, May 22, 2014 /CNW/ - Making the most out of certain tax exemptions, like gifting, combined with taking steps...


May 15, 2014, 13:00 ET Planning for retirement? Start early and carefully consider the order in which you spend assets, says Atlantic Trust

Understanding the nuances of income and estate tax laws may help avoid costly consequences later ATLANTA, May 15, 2014 /CNW/ - For those approaching retirement age, it's crucial to understand the...


May 08, 2014, 07:00 ET Values, vision and a promise: Atlantic Trust says family legacy planning is about more than money

Ethical wills are one tool that ensure not only the transfer of wealth, but also of important family values and ideals ATLANTA, May 8, 2014 /CNW/ - When it comes to the transfer of assets from one...


Apr 14, 2014, 07:00 ET Maximize your financial legacy with a Roth IRA conversion, says Atlantic Trust

Reducing the size of a large taxable estate with a Roth conversion could help preserve more of that estate for your heirs ATLANTA, April 14, 2014 /CNW/ - According to the experts at Atlantic Trust,...


Apr 10, 2014, 12:00 ET Atlantic Trust Expands Senior Wealth Management Team in New York, Houston and Atlanta

Firm continues to attract top talent as business grows in key markets ATLANTA, April 10, 2014 /CNW/ - Atlantic Trust, the U.S. private wealth management division of CIBC (NYSE: CM) (TSX: CM),...


Apr 09, 2014, 07:00 ET To Roth or not to Roth your IRA? Atlantic Trust explains the benefits, considerations

A Roth can be a potentially powerful investment and estate planning tool ATLANTA, April 9, 2014 /CNW/ - Although the idea of a tax-free retirement account - otherwise known as a Roth individual...


Apr 08, 2014, 07:00 ET Atlantic Trust assesses key macro issues impacting U.S. and international markets

Leading indicators suggest the U.S. economy is getting back on track ATLANTA, April 8, 2014 /CNW/ - Recent economic news has been mostly disappointing, but leading indicators suggest stronger growth...


Mar 06, 2014, 07:01 ET Atlantic Trust Hires Charles F. Fowler to Join Newport Beach Team

Firm is focused on continuing strong growth in Pacific Southwest ATLANTA, March 6, 2014 /CNW/ - Atlantic Trust, the U.S. private wealth management division of CIBC (CM: NYSE) (CM: TSX), today...


Mar 04, 2014, 07:01 ET Atlantic Trust Named Best Multi-Family Office—Client Service and Best Private Wealth Manager—New Product

Firm Recognized by Private Asset Management (PAM) Magazine for the Firm's Excellence in Investments and Client Service ATLANTA, March 4, 2014 /CNW/ - Atlantic Trust, the U.S. private wealth...


Feb 06, 2014, 07:01 ET A milestone year for Atlantic Trust, with 27 consecutive quarters of growth leading to record $24 billion in assets under management

ATLANTA, Feb. 6, 2014 /CNW/ - Atlantic Trust, the U.S. private wealth management division of CIBC (NYSE: CM) (TSX: CM)—today announced the firm achieved a record $24 billion in assets under...


Jan 23, 2014, 10:17 ET Atlantic Trust predicts economic growth, but no surge, in 2014

Investment experts at Atlantic Trust believe the much-anticipated "Great Surge" has not yet materialized, but the U.S. economy is showing signs of momentum ATLANTA, Jan. 23, 2014 /CNW/ - Expect a...