Atlantic Trust

What Atlantic Trust does

Atlantic Trust operates the US private wealth franchise of Canadian Imperial Bank of Commerce (CIBC), marketed as CIBC Private Wealth US. The firm delivers comprehensive wealth management to high net worth individuals, families, and institutions through five core solutions: Investment Management, Wealth Planning, Trust and Fiduciary Services, Private Banking, and Family Office. Service is delivered through a platform-plus-advisor model in which a dedicated advisor serves as the primary client relationship quarterback, coordinating access to a broader bench of specialists across the financial landscape. No proprietary technology platform is described in the source materials; the offering is fundamentally human-advisory rather than productized or software-driven.

The firm reports $107 billion in assets under management and administration, 158 years of financial strength and stability tied to its CIBC parent legacy, and a 95% client retention rate. It serves five defined client segments: affluent individuals and families, multi-generational families, endowments and foundations, women and wealth clients, and business owners and entrepreneurs. Distribution is exclusively direct-advisory, supported by content marketing and thought leadership, with no self-serve, marketplace, or third-party channels. Atlantic Trust was historically headquartered in Atlanta and has since been reorganized under the CIBC Private Wealth identity, with stated operations across the United States as part of CIBC's North American franchise.

Revenue is generated through recurring fees assessed on assets under management and administration, in line with standard private wealth industry practice. Pricing is not publicly disclosed and is tailored to client asset levels and service scope. The parent company is CIBC (NYSE: CM), a publicly traded Canadian bank; the US private wealth division operates as a subsidiary/division within the broader banking group. No recent funding rounds, M&A activity, leadership changes, or partnership announcements are documented in the available source material.

Name

Atlantic Trust

Legal name

CIBC Private Wealth US

Website

https://atlantictrust.com

Company type

Private

Founded year

1867

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Atlantic Trust (now CIBC Private Wealth US) is the US private wealth division of CIBC, delivering investment management, wealth planning, trust, private banking, and family office services to high net worth individuals, families, endowments, and business owners across $107B in AUM.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Affluent / Mass-Affluent Private Banking (FSABADAC)

akta.pro secondary industries

Trust Administration & Fiduciary Accounting Services (FSAAANAF), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Private wealth management
• Investment management
• Trust and fiduciary services
• Family office services
• Private banking

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Assets Under Management (AUM) Fees: Private wealth management firm generating revenue through fees assessed on assets under management and administration. The firm manages $107 billion in assets, with bespoke wealth plans built by specialist teams serving affluent individuals, families, endowments, foundations, and business owners.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Atlantic Trust (CIBC Private Wealth US) provides bespoke private wealth management services to high net worth individuals, families, and select institutions. Its core service suite encompasses investment management, wealth planning, trust and fiduciary services, private banking, and family office capabilities, all coordinated through a dedicated-advisor model that quarterback access to a bench of specialists.

Product overview

CIBC Private Wealth US operates as a unified platform offering comprehensive wealth management solutions for high net worth individuals and families. The core product suite includes Investment Management (proactive portfolio management), Wealth Planning (comprehensive wealth management), Trust and Fiduciary Services (trustee management), Private Banking (banking solutions), and Family Office services. The firm also serves specific client segments including affluent individuals and families, multi-generational families, endowments and foundations, women and wealth clients, and business owners and entrepreneurs. The offering is a platform-plus-advisory model where a dedicated advisor serves as the quarterback, coordinating access to specialists across these service areas.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Proactive and independent portfolio management designed to drive outperformance across ever-changing markets, delivered to high net worth clients by specialist teams coordinated through a dedicated advisor.
• Wealth Planning Comprehensive wealth planning that simplifies complexity and harnesses possibility across lifestyle, legacy, and philanthropic vision for high net worth individuals and families.
• Trust and Fiduciary Services Trustee management services that oversee and execute client intentions in accordance with their stated objectives, including fiduciary oversight for estates and institutional clients.
• Private Banking Banking solutions tailored to optimize liquidity and align financing with the client's overall wealth plan, provided to high net worth clients.
• Family Office A well-defined organizational structure for the family enterprise designed to achieve goals and meet the needs of each generation, supporting multi-generational families with holistic wealth and governance needs.

Quantifiable outcome

• 95% client retention rate
• +2 more outcomes

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves3 records

Expansion highlights4 records

Direct peers

• Bessemer Trust: Privately held wealth management and trust firm serving ultra-HNW and multi-generational families with investment management, trust, and family office services—directly comparable to Atlantic Trust's service suite and target client profile.
• Northern Trust Wealth Management: Wealth management division with comprehensive HNW services including investment management, trust, and private banking—highly comparable in service breadth, scale, and target segments to Atlantic Trust.
• Wilmington Trust: Wealth management and trust services firm serving HNW individuals, families, and institutions—directly comparable trust administration and investment management offering for similar client segments.
• Brown Brothers Harriman (BBH Wealth Management): Long-standing private bank and wealth manager with strong trust and fiduciary capabilities serving HNW families and institutions—comparable relationship-based model and similar heritage positioning.

Broad incumbents

• J.P. Morgan Private Bank: Global private bank serving HNW and ultra-HNW clients with investment management, lending, and trust services—overlapping comprehensive offering and high-touch advisor model.
• U.S. Trust (Bank of America Private Bank): Private bank serving HNW and ultra-HNW clients with comprehensive wealth and trust services—similar service breadth and relationship-based model within a larger banking franchise.
• BNY Mellon Wealth Management: Large wealth management franchise of a major custodian bank offering investment management, trust, and private banking to HNW clients—overlapping services and target market, but as part of a much broader financial services conglomerate.
• Morgan Stanley Private Wealth Management: Private wealth division of major investment bank providing investment management and lending to ultra-HNW clients—comparable HNW focus and high-touch advisory model.
• Goldman Sachs Private Wealth Management: Private wealth division of a major investment bank serving ultra-HNW clients with investment management and banking services—overlapping HNW target market with deeper capital markets capabilities.

Emerging players

• Crestwood Advisors: Independent wealth management firm serving HNW families with investment advisory and planning services—overlapping client segment and high-touch model but at smaller scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/atlantic-trust

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Atlantic Trust