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CIBC Atlantic Trust Group
CIBC Atlantic Trust Group functions as the branded U.S. private wealth and trust division of Canadian Imperial Bank of Commerce (CIBC), a top-10 North...
CIBC Atlantic Trust Group
CIBC Atlantic Trust Group functions as the branded U.S. private wealth and trust division of Canadian Imperial Bank of Commerce (CIBC), a top-10 North American bank by assets. The group serves high-net-worth individuals and families, endowments, foundations, and retirement plans, combining CIBC's institutional balance sheet with a dedicated advisory team. Wealth origin is not publicly attributed to a specific family branch, reflecting its bank-owned multi-family office structure rather than a single-family office. The group invests across a diversified asset-class mix including U.S. and international equities, fixed income, private equity, real assets, and hedge funds. Portfolio construction emphasizes tax efficiency and intergenerational wealth transfer, with direct indexing and separately managed accounts used for public-market exposure. Private markets exposure is accessed through CIBC's institutional platform and external managers, though specific co-investments or named portfolio companies are not publicly disclosed. Geographic focus spans the U.S., with additional international allocations through CIBC's global network. Total AUM is not publicly disclosed; the group operates as part of CIBC's wealth management segment, which reported C$140.9 billion in total client assets as of fiscal 2025. Team size is not specified, but the group maintains offices in New York, Leawood, and Atlanta. No recent operational events—such as leadership changes or product launches—have been publicly reported in the past 24 months (per public record). The group's adjacent structures include CIBC's philanthropy advisory practice, which helps clients establish donor-advised funds and foundations, although a dedicated philanthropic foundation is not separately named. The structural differentiator of CIBC Atlantic Trust Group is its position as a bank-owned multi-family office within an institution that manages over C$900 billion in total assets. This provides clients with access to CIBC's capital markets, lending, and global investment capabilities—scale that independent family offices often lack. Governance is tied to the bank's board and regulatory framework, offering a regulated alternative to standalone family offices. Its discretion on direct investments versus fund commitments is not publicly defined, but the group's model emphasizes discretionary portfolio management over club-deal sourcing.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Additional offices
Leawood, KS, United States · Atlanta, GA, United States
Frequently asked questions
Who runs investment decisions at CIBC Atlantic Trust Group?
CIBC Atlantic Trust Group operates under the broader CIBC wealth management structure. Investment decisions are guided by the group's chief investment officer and an investment committee that oversees asset allocation and manager selection. The group uses CIBC's institutional research and proprietary models to construct portfolios. Specific leadership names are not publicly available on the firm's website or in press coverage.
How does CIBC Atlantic Trust Group source proprietary deal flow?
CIBC Atlantic Trust Group does not publicly emphasize proprietary deal flow or direct investment sourcing. As a bank-owned manager, it accesses private equity and alternative investments through CIBC's institutional platform and relationships with external managers. The group's model is primarily discretionary portfolio construction rather than proprietary deal origination.
Is CIBC Atlantic Trust Group structured as a single family office or does it operate more like a bank wealth division?
CIBC Atlantic Trust Group operates as a bank-owned multi-family office, not a single family office. It is a dedicated business line within CIBC's wealth management segment, serving multiple unrelated families, endowments, and foundations. This structure provides clients with institutional resources but lacks the singular wealth-origin focus of a true single-family office.
Does CIBC Atlantic Trust Group participate in fund commitments or only direct deals?
CIBC Atlantic Trust Group primarily participates in fund commitments through external managers rather than direct deals. The group uses its discretionary investment management mandate to allocate to commingled funds, ETFs, and separately managed accounts across public and private markets. Direct co-investments or club deals are not a publicly disclosed feature of its model.
What investment stages does CIBC Atlantic Trust Group typically target?
CIBC Atlantic Trust Group focuses on multi-asset-class portfolio construction across all stages of public and private markets, but with an emphasis on liquid, institutional-quality investments. Private equity exposure may include buyout, growth, and venture funds, but the group does not publicly specialize in a particular stage. Client portfolios are tailored to individual goals, with no fixed stage preference.
Which sectors does CIBC Atlantic Trust Group explicitly avoid?
CIBC Atlantic Trust Group does not publicly disclose any formally excluded sectors. As a goals-based manager, restrictions are set at the client level through investment policy statements, rather than through firm-wide exclusions. The group's public communications do not identify negative screens.
Does CIBC Atlantic Trust Group maintain philanthropic structures, and how are they separated?
CIBC Atlantic Trust Group offers philanthropic advisory services, including guidance on donor-advised funds and family foundations, but these are client services, not a separate philanthropic vehicle owned by the group. There is no publicly named CIBC Atlantic Trust Group foundation or charitable arm; the group acts as an advisor rather than a grantmaker.
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