2014

Atlantic Trust Named Best Wealth Manager: Long-Term Performance Atlantic Trust was recognized by Private Asset Management for the firm's long-term investment excellence.

ATLANTA, Feb. 20, 2013 /PRNewswire/ -- Atlantic Trust, the private wealth management division of Invesco Ltd. (NYSE: IVZ), today announced the firm was named as the Best Wealth Manager: Long-Term Performance (3 years) by Private Asset Management (PAM).

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"Investment excellence is at the heart of what we do, and we're very fortunate to have strong leadership from our CIO, David Donabedian," said Jack Markwalter, chairman and CEO for Atlantic Trust. "This award underscores our commitment to offer our clients a diversified investment strategy that is designed to help them preserve and grow their wealth in a measured way over time."

In addition to being named as the winner of the Long-Term Performance Award, Atlantic Trust was also short-listed for four awards among firms with more than $5 billion in assets under management:

  • Best Private Wealth Manager
  • Best Private Wealth Manager – Performance
  • Best Private Wealth Manager – Client Service
  • Best Trustee Services

"This recognition is a nice acknowledgement of our growing reputation for delivering the highest quality client experience," said Eric Propper, CFA, president and chief operating officer for Atlantic Trust. "We strive to achieve strong investment results for our clients through a disciplined asset allocation process and a hybrid investment platform that combines internal and external investment management expertise."

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 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.

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 $20.3 billion 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 www.atlantictrust.com.

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 www.invesco.com.

SOURCE Atlantic Trust



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