Luxury Institute News

July 30, 2014

Atlantic Trust recognized as a top U.S. wealth management firm

PR Newswire
July 30, 2014

Firm ranked No. 1 for making clients feel special across the full customer experience, according to Luxury Institute survey

ATLANTA, July 30, 2014 /PRNewswire/ – Atlantic Trust, the U.S. private wealth management division of CIBC (NYSE: CM) (TSX: CM), is pleased to announce it has been recognized as one of the top U.S. wealth management firms in the 2014 Luxury Brand Status Index™ (LBSI) Wealth Management survey.

“We are very pleased that our dedication to serving as a trusted advisor to our clients and their families is being recognized by this independent research,” said Jack Markwalter, chairman and CEO of Atlantic Trust. “Atlantic Trust is committed to providing investment excellence along with the highest quality client experience.”

Atlantic Trust received the second-highest luxury brand ranking among 39 wealth management firms in the U.S., according to a survey of investors with an average net worth of $15 million and an annual average income of $800,000 by the Luxury Institute, a New York-based research firm. Investors were asked to evaluate the firms on four LBSI components: quality, exclusivity, social status of clients and the ability to make clients feel special across the full customer experience. Each firm was assigned a score based on the responses.

Atlantic Trust ranked No. 1 for making its clients feel special across the full customer experience and rated near the top for delivering superior quality products and services consistently, being truly unique and exclusive, and having clients who are admired and respected.

Atlantic Trust also ranked as the firm that the ultra-wealthy are most willing to recommend to friends, family and people they care about.

The Luxury Institute’s ranking of Atlantic Trust as a leading U.S. wealth management firm is further validated by the firm’s strong client retention, steady inflow of assets from existing and new client relationships, and the addition of senior talent across the country.

Click the link to read the entire article: http://www.prnewswire.com/news-releases/atlantic-trust-recognized-as-a-top-us-wealth-management-firm-269228641.html

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