Atlantic Trust Named Best Trust Company by Family Office Review

Commitment to fiduciary, client-centric culture distinguishes the firm

Jun 18, 2013, 13:41 ET from Atlantic Trust

CHICAGO, June 18, 2013 /PRNewswire/ -- Atlantic Trust, the private wealth management division of Invesco Ltd. (NYSE: IVZ), today announced the firm was recently named as the Best Trust Company by the Family Office Review (FOR).*


"As fiduciaries, we focus on doing what is best for our clients, and we're very fortunate to have strong leadership from our Chief Fiduciary Officer and Head of Wealth Strategies, Linda Beerman," said Jack Markwalter, chairman and CEO for Atlantic Trust.  "This recognition is a credit to our dedicated professionals, who are committed to serving as long-term, trusted advisors for our clients."

Atlantic Trust was selected the Best Trust Company from four finalists at the FOR awards gala in downtown Chicago's Waldorf Astoria on June 5. Ken Kozanda, Chief Administrative Officer, and members of Atlantic Trust's Chicago team attended the gala and accepted the award on behalf of the firm. This was the second annual FOR conference and awards gala celebrating thought leadership. An independent panel of industry veterans representing the United States and Canada chose winners in 16 different categories.

For additional information about the awards program, the selection methodology, and the other award recipients, please visit:

*Atlantic Trust Private Wealth Management (Atlantic Trust) includes Atlantic Trust Company (ATC), a division of Invesco National Trust Company (a limited-purpose national trust company),  and Stein Roe Investment Counsel, Inc. (a registered investment adviser).  ATC is the trust company within Atlantic Trust.

Atlantic Trust was one of four Trust companies short listed for the Best Trust Company award, and was the only Trust company to receive the award. The specific criteria FOR uses to determine the award winners, as well as the total number of nominated companies, are considered proprietary and could not be obtained. Any reference to a ranking, a rating or an award provides no guarantee for future performance results and is not constant over time.

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 $21.7 billion in assets under management (as of March 31, 2013), 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