CIBC Private Wealth Management
- Company typePrivate
- Founded1868
- HeadquartersChicago, United States
- Headcount501–1,000
- GTM typeB2C
- OfferingServices
CIBC Private Wealth Management firmographics
Firmographics- Name
- CIBC Private Wealth Management
- Legal name
- CIBC Private Wealth Management
- Website
- https://private-wealth.us.cibc.com
- Company type
- Private
- Founded year
- 1868
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Ownership category
- akta.pro rank
CIBC Private Wealth Management industry classification
Industry- 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), Personal Credit Institutions (6141)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
- akta.pro secondary industries
- Family Office Services (Single & Multi-Family Office) (FSABADAF), Private Banking Lending (Securities-Backed, Real Estate, Structured Credit) (FSABADAE), Corporate & Institutional Trust Services (FSAAANAB)
Keywords
Where CIBC Private Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
CIBC Private Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
Revenue model
- Wealth Management Advisory Fees: Fee-based wealth management services including investment management, wealth planning, and advisory services for high net worth clients and families.
- Trust and Fiduciary Services: Trustee management services with national and Delaware trust capabilities, supporting trust and estate planning objectives.
- Private Banking: Custom credit for unique assets, liquidity optimization, and strategic leverage solutions tailored to family needs.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
CIBC Private Wealth Management product offering
Product offeringCore offering
CIBC Private Wealth Management provides integrated wealth management services to high-net-worth individuals and families, encompassing investment management, wealth planning, trust and fiduciary services, private banking, and family office solutions. Dedicated advisors quarterback bespoke wealth plans, supported by a deep bench of specialists across disciplines, all unified by an integrated Family Office technology platform that consolidates assets, accounts, and entities for reporting and analytics.
Product overview
CIBC Private Wealth Management offers a unified wealth management platform with five core integrated services: Investment Management, Wealth Planning, Trust and Fiduciary Services, Private Banking, and Family Office solutions. The platform operates as a comprehensive suite where investment management drives portfolio performance, wealth planning coordinates overall strategy, trust and fiduciary services handle estate and trust administration, private banking provides tailored credit solutions, and family office delivers multi-generational wealth governance. Additionally, CIBC Asset Management has launched a suite of Avantis CIBC ETFs in partnership with Avantis Investors (American Century Investments), expanding the product range to include Canadian, U.S., international, emerging markets, and global equity ETFs traded on the Toronto Stock Exchange. The firm also offers the CIBC Atlas Income Opportunities Fund for income-focused investors.
Differentiator
Problem solved
Functional benefit
Brands
- Family Office: Family Office services providing a well-defined organizational structure for family enterprises to achieve goals across generations.
- CIBC Family Office
- CIBC Atlas Funds
Products and services
- Investment Management
Quantifiable outcome
- 95% client retention rate
- +1 more outcomes
Companies that use CIBC Private Wealth Management
Customer profileSegments5 records
Ideal customer profiles5 records
CIBC Private Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CIBC Private Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Avantis Investors (American Century Investments)coreCIBC Asset Management partnered with Avantis Investors to launch a suite of ETFs on the Toronto Stock Exchange. The partnership includes Canadian, U.S., emerging markets, and global equity ETFs. Avantis Investors, an investment platform of American Century Investments with over $125 billion in assets under management, provides cost-effective investment solutions through this strategic alliance.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
CIBC Private Wealth Management competitors and assessment
Company assessmentDirect peers
- Rockefeller Capital Management: Rockefeller provides private wealth management, family office, and investment services to UHNW individuals and families in the U.S., with a comparable high-touch advisor model and multi-generational client focus.
- Bessemer Trust: Bessemer Trust is a closely held private wealth and investment management firm serving ultra-HNW and multi-generational families with investment management, trust, and family office services — directly comparable in mandate type, client profile, and integrated service model to CIBC Private Wealth.
- Wilmington Trust (M&T Bank): Wilmington Trust provides wealth advisory, investment management, and private banking to HNW clients, with particular strength in trust services — comparable to CIBC Private Wealth's trust and fiduciary offering and overall HNW wealth platform.
- Brown Brothers Harriman & Co. BBH is a privately held partnership offering private banking, investment management, and trust services to HNW individuals and families, sharing the same multi-decade heritage, integrated wealth/trust platform, and U.S. private banking focus as CIBC Private Wealth.
Broad incumbents
- Northern Trust: Northern Trust is a large public wealth and asset management franchise offering private banking, investment management, and trust services globally; its Wealth Management segment directly overlaps with CIBC Private Wealth's HNW services at larger scale.
- J.P. Morgan Private Bank: J.P. Morgan Private Bank is a bulge-bracket private wealth platform serving HNW and UHNW clients with investment management, lending, and banking services — a broad incumbent competitor with materially larger scale and broader capabilities than CIBC Private Wealth.
- Wells Fargo Private Bank: Wells Fargo Private Bank provides HNW wealth advisory, planning, lending, and banking services; comparable integrated offering and U.S. client base, but embedded in a much larger diversified bank.
- Bank of America Private Bank: BofA Private Bank offers integrated investment management, banking, lending, and trust services to HNW/UHNW households; comparable in service breadth but materially larger parent bank balance sheet and distribution.
- Morgan Stanley Wealth Management: Morgan Stanley Wealth Management is one of the largest U.S. wealth platforms, providing investment advisory, financial planning, and lending to HNW clients — a direct broad-incumbent competitor with deeper product breadth and scale.
- Goldman Sachs Private Wealth Management: Goldman Sachs Private Wealth serves HNW/UHNW individuals with investment advisory, lending, and family office services; comparable client segment and integrated offering, but with broader investment banking and alternatives capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
CIBC Private Wealth Management social profiles
Digital presenceCIBC Private Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
CIBC Private Wealth Management leadership team
Management profileNumber of profiles
Profiles8 records
CIBC Private Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries3 records
CIBC Private Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CIBC Private Wealth Management M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CIBC Private Wealth Management
What does CIBC Private Wealth Management do?
CIBC Private Wealth Management provides integrated wealth management services to high-net-worth individuals and families, encompassing investment management, wealth planning, trust and fiduciary services, private banking, and family office solutions. Dedicated advisors quarterback bespoke wealth plans, supported by a deep bench of specialists across disciplines, all unified by an integrated Family Office technology platform that consolidates assets, accounts, and entities for reporting and analytics.
Is CIBC Private Wealth Management a public or private company?
CIBC Private Wealth Management is a private company. It is classified as corporate owned and is currently operating.
When was CIBC Private Wealth Management founded?
CIBC Private Wealth Management was founded in 1868. It employs 501 to 1,000 people.
Where is CIBC Private Wealth Management based?
CIBC Private Wealth Management is headquartered in Chicago, United States, in the North America region.
How does CIBC Private Wealth Management make money?
Three revenue lines are on record. Wealth Management Advisory Fees are the primary driver. The others are trust and Fiduciary Services and private Banking.
Who are CIBC Private Wealth Management's main competitors?
Direct peers on record are Rockefeller Capital Management, Bessemer Trust, Wilmington Trust (M&T Bank) and Brown Brothers Harriman & Co.. Broad incumbents are Northern Trust, J.P. Morgan Private Bank, Wells Fargo Private Bank, Bank of America Private Bank, Morgan Stanley Wealth Management and Goldman Sachs Private Wealth Management.
Does CIBC Private Wealth Management have an API?
No public API is recorded for CIBC Private Wealth Management.
What industry is CIBC Private Wealth Management in?
CIBC Private Wealth Management's product category is Private Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSABADAF, Family Office Services (Single & Multi-Family Office). Its NAICS code is 523940 and its SIC code is 6282.