News from atlantic trust

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 /PRNewswire/ - Atlantic Trust, the U.S. private...

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,...

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...

Jun 24, 2014, 10:00 ET
Atlantic Trust welcomes wealth advisor Amanda Marsted to New York office (PRNewsFoto/Atlantic Trust Private Wealth...)

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 /PRNewswire/ - Atlantic Trust, the U.S. private...

Jun 17, 2014, 11:03 ET
Michael Zeier (PRNewsFoto/Atlantic Trust Private Wealth...)

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 /PRNewswire/ - Atlantic Trust, the U.S....

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 /PRNewswire/...

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...

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...

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 /PRNewswire/ - The foundation...

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 /PRNewswire/ - Making the most out of...

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 /PRNewswire/ - For those...

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,...

Apr 10, 2014, 12:00 ET
Atlantic Trust is pleased to announce that Giovanni Boccia has joined its private wealth management team in Atlanta.  (PRNewsFoto/Atlantic Trust Private Wealth Management)

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 /PRNewswire/ - Atlantic Trust, the U.S. private...

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 /PRNewswire/ - Although the idea of a tax-free...

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 /PRNewswire/ - Recent economic news has been mostly...

Nov 12, 2013, 10:16 ET
Atlantic Trust logo.  (PRNewsFoto/Invesco)

Atlantic Trust Achieves 26 Consecutive Quarters of Growth

Atlantic Trust announced today that the firm's growth continues, with assets under management (AUM) reaching $22.8 billion, including $1.4 billion...

Oct 22, 2013, 11:00 ET
Atlantic Trust logo.  (PRNewsFoto/Invesco)

Atlantic Trust Adds Experienced Wealth Strategist to Boston Team

 Atlantic Trust today announced that Elizabeth M. "Liza" Connelly has joined the firm's Boston office as a vice president and wealth...

Aug 06, 2013, 11:00 ET
Atlantic Trust logo.  (PRNewsFoto/Invesco)

Atlantic Trust Positive Momentum Continues

Atlantic Trust today announced the firm growth continues, with $21.7 billion in assets under management (AUM), including $939 million of net flows...

Jul 24, 2013, 10:06 ET
Atlantic Trust logo.  (PRNewsFoto/Invesco)

Atlantic Trust Adds Senior Talent in Washington, D.C.

Atlantic Trust, the private wealth management division of Invesco Ltd. (NYSE: IVZ), announced today that Jason L. Stoneman has joined the firm's...

Jul 10, 2013, 11:29 ET
Atlantic Trust logo.  (PRNewsFoto/Invesco)

Atlantic Trust Adds Senior Talent in California

 Atlantic Trust, the private wealth management division of Invesco Ltd. (NYSE: IVZ), announced today that David Van Blerkom has joined the...

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