Atlantic Trust Celebrates Another Record Year

Firm achieves a record $20.3 billion in assets under management—a 12.7% increase since Q4 2011—with $1.9 billion of the growth attributable to client additions and new business inflows.

Feb 05, 2013, 10:45 ET from Atlantic Trust

ATLANTA, Feb. 5, 2013 /PRNewswire/ -- Atlantic Trust, the private wealth management division of Invesco Ltd. (NYSE: IVZ), today announced the firm achieved a record-breaking $20.3 billion in assets under management (AUM) and combined 23rd consecutive quarters of growth—including a record $786 million in positive net flows during the fourth quarter of 2012.

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"We continue to invest in our business, specifically our client service capabilities, our talent and our investment platform, to support our growing firm," said Jack Markwalter, chairman and CEO of Atlantic Trust. "It's this steady and consistent growth of Atlantic Trust—nearly six consecutive years of positive net flows and record AUM—that differentiates our firm and demonstrates the confidence our clients and referral partners place in us."

Atlantic Trust's record $20.3 billion in AUM in the fourth quarter of 2012 provided a 2% increase from the previous quarter and a 12.7% jump from the $18.0 billion it had in assets in the fourth quarter of 2011. The firm also achieved record net flows of $1.9 billion in 2012.

Atlantic Trust attributes its long-standing success to strong client retention and a steady inflow of assets from existing and new client relationships. In 2012, the firm achieved a 98% retention rate among clients with more than $5 million in AUM. Of the net flows, 57% have come from new business and 43% from client additions. These flows represent a healthy balance of new relationships, which typically are referred from clients and other industry professionals, and current clients that continue to expand their relationship with Atlantic Trust. 

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 December 31, 2012), Atlantic Trust is the private wealth management division of Invesco Ltd. (NYSE: IVZ). For more information, visit

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

SOURCE Atlantic Trust