Atlantic Trust Named a Leading Wealth Advisor by Family Office Exchange
ATLANTA, July 11, 2012 /PRNewswire/ -- Atlantic Trust, the private wealth management division of Invesco Ltd. (IVZ), announced it has been named to the highly selective Family Office Exchange (FOX) Leading Wealth Advisors (LWA) Directory.
The LWA Directory is a list of 30 firms selected by FOX based on their ability to provide integrated wealth advice to private investors with over $20 million in assets.
"In a crowded marketplace, it can be difficult for clients to differentiate between wealth managers," said Jack Markwalter, chairman and CEO of Atlantic Trust. "The firm's placement in the FOX directory underscores Atlantic Trust's ongoing commitment to keeping our clients' interests at the center of all we do and emphasizes our unique wealth management approach based on transparency, objectivity and trust."
Firms do not pay to be listed in the LWA Directory. Instead, each firm is evaluated based on the following 10 criteria: (1) Financial stability, (2) Commitment to the multi-generational needs of families, (3) Competency and tenure of senior management and staff, (4) Client-driven relationship management, (5) Integrated service delivery process, (6) Disciplined investment process, (7) Diversified menu of investment products, (8) Comprehensive financial reporting, (9) Integrated technology systems, and (10) Regulatory and financial compliance.
The directory is available on FOX's website and www.leadingwealthadvisors.com.
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 offerings, including proprietary investment offerings and a robust open architecture platform of traditional and alternative managers. Atlantic Trust operates in 11 full-service locations throughout the U.S. With $19.5 billion in assets under management (as of March 31, 2012), Atlantic Trust is the private wealth management division of Invesco Ltd.. For more information, visit www.atlantictrust.com.
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.