Atlantic Trust Recognized for Industry Leading Client Service

Mar 01, 2011, 11:21 ET from Invesco

ATLANTA, March 1, 2011 /PRNewswire/ -- Atlantic Trust has been recognized by Private Asset Management magazine as the Best Private Wealth Manager in Overall Client Service among firms with more than $5 billion in assets under management.

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Atlantic Trust was selected by an independent panel of industry experts as part of the recently announced Private Asset Management 2011 Awards. The panel judged each applicant on key criteria including financial progress and stability, growth in clients and internal hires, client satisfaction and industry innovation.  

"This award is a significant accomplishment and reflects Atlantic Trust's unwavering dedication and commitment to our clients," said Jack Markwalter, chairman and CEO of Atlantic Trust.

Private Asset Management, which exclusively covers the wealth management and family office industries, described the winners of this year's awards as having successfully serviced high-net-worth individuals in an increasingly complex economic environment and proved to have true ability in all seasons.

Such recognition builds on the strong momentum Atlantic Trust takes into 2011, following a year that featured:

  • Record growth, with $1 billion in positive net flows
  • Talent additions, with 13 senior hires
  • 30 speaker series events in 18 cities across the country
  • Competitive investment performance

"Clearly, 2010 was a record year for new clients and new assets, due primarily to our position as an objective, trusted advisor," said Eric Propper, CFA, president and COO of Atlantic Trust. "We're very fortunate to have a deep wealth-planning platform, a forward-thinking investment team and a stable corporate parent in Invesco Ltd.

"The combination of these qualities is attracting highly qualified professionals to our firm for the benefit of our clients. We expect this circle of growth to continue in 2011."

Several key initiatives are already underway for 2011.  The speaker series events continue, where experts challenge long-held assumptions about investing and explore opportunities to generate income and grow capital in today's market.  Estate planning opportunities are also an important area of focus following Congress' dramatic eleventh-hour extension of the Bush-era income tax cuts and the changes to the estate tax laws that were more generous than most experts expected.  

Additionally, Atlantic Trust recently completed the future state vision and strategy for optimizing client service and enhancing the client experience through investments in next generation Private Wealth Management technology, with implementation scheduled to begin in the coming months.  

About Atlantic Trust

Atlantic Trust is one of the nation's leading private wealth management firms, offering integrated investment management and wealth planning services for high net worth individuals, families, foundations and endowments. The firm considers clients' financial, trust, estate and philanthropic needs then develops solutions that are highly personal, reflecting each client's situation and values. Experienced professionals implement clients' wealth plans, leveraging a comprehensive platform, which includes strategic, opportunistic asset allocation, access to high-quality investment managers in all asset classes, and expertise in wealth strategies and family office services. Atlantic Trust operates in 11 full-service locations throughout the United States, managing approximately $17 billion in assets (as of December 31, 2010), and is the private wealth management division of Invesco Ltd. (NYSE: IVZ). For more information, visit www.atlantictrust.com.

About Invesco

Invesco is a leading independent global investment manager, 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 company is listed on the New York Stock Exchange under the symbol IVZ.  Additional information is available at www.invesco.com.

Information:

Of the 5 firms shortlisted for the rating, Atlantic Trust was the only firm selected for the award. This rating may not be representative of any one client's experience, because the rating reflects an average or all, or a sample or all, of the experiences of Atlantic Trust's clients. Any reference to a ranking, a rating or an award provides no guarantee for future performance results and is not constant over time.

The Chartered Financial Analysts® (CFA®) designation is globally recognized and attests to a charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis.

SOURCE Invesco



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