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Latest News
Atlantic Trust releases periodic information on newsworthy happenings within our firm. We invite you to view recent press releases or read the latest published article. We also distribute a quarterly newsletter on current affairs in the market that cover investments, wealth strategy and offer insights on legislation, regulations and trends in the news.
March 2010
- March 2010 Insights - Alfred F. Kugel, Atlantic Trust's Chief Investment Strategist, shares his insight on what to expect from the economy and financial markets for the month...
February 2010
- February 2010 Outlook: The View Ahead - The worst global recession since the 1930s ended somewhere in the middle of 2009. Since then, the U.S. economy has stabilized and begun to recover. Indeed, GDP growth in the final 3 months of 2009 topped 5%—the best quarter...
- Press Release: Atlantic Trust Expands Newport Beach Office and Wealth Strategies Team - ATLANTA, February 1, 2010—Atlantic Trust announced today that Aaron N. Newland, CFP®, has joined the Newport Beach office as a vice president and business development professional. Additionally, Christine L. Lucero, CFP®, has joined the Boston office as an associate vice president and wealth strategist...
- February 2010 Insights - Alfred F. Kugel, Atlantic Trust's Chief Investment Strategist, shares his insight on what to expect from the economy and financial markets for the month...
January 2010
- First Quarter 2010 Economic and Investment Overview - Atlantic Trust's Investment Team gives an overview on the prospect of an ending recession and future impacts on investment markets...
- Disciplined Equity Strategy Update - We invite you to hear Paul McPheeters, Doug Rogers and Brant Houston, members of our Disciplined Equity Strategy team, present an overview of the strategy's fourth quarter and calendar year 2009 results, as well as the current positioning.
- Global Market Report - December 2009 - All major developed equity market regions continued their positive trend during December as steadily improving economic news flow and strong corporate results underpinned the forward momentum...
- Press Release: Atlantic Trust Expands Texas, D.C. Offices - ATLANTA, January 13, 2010—Atlantic Trust announced today that three senior professionals have joined the firm's Austin and Washington, D.C. offices...
- The Atlantic Trust Advisor First Quarter: Delivering On Our Commitments - With the new year comes expanded opportunities for growth and a continued focus on strong performance and high quality client service. Chairman and CEO Jack Markwalter discusses how Atlantic Trust delivers upon it's commitment to clients.
- What Ever Happened to Estate Tax Reform? - Atlantic Trust's Wealth Strategies group discusses the pros and cons concerning the current situation with estate tax reform.
- January 2010 Insights - Alfred F. Kugel, Atlantic Trust's Chief Investment Strategist, shares his insight on what to expect from the economy and financial markets for the month...
December 2009
- Global Market Report - November 2009 - The major developed equity market regions, with the notable exception of Japan, were up over November with most of the gains achieved in the first half of the month...
- December 2009 Insights - Alfred F. Kugel, Atlantic Trust's Chief Investment Strategist, shares his insight on what to expect from the economy and financial markets for the month...
- Analysis of Roth IRA Conversions - We invite you to hear Linda Beerman, Chief Fiduciary and Risk Officer, Art Graper and Allen Lyons, members of our Wealth Strategies Group, present the rules and planning strategies to consider in determining whether a Roth IRA conversion is right for you.
November 2009
- Global Market Report - October 2009 - All the major developed equity market regions ended the month in negative territory. On a relative basis, the US was the best performing market, while Europe was the weakest region...
- The Atlantic Trust Advisor Fourth Quarter: Healthcare Reform - 2009 is seen as a watershed moment for healthcare reform. Democrats control the White House and Congress, business groups and employers are advocating for changes...
- Disciplined Equity Strategy - Now entering its seventh year, achieving a $1 billion-under-management milestone and launching a fund on the Invesco Aim mutual fund platform, the Atlantic Trust Equity Income strategy has a new name: the Disciplined Equity Strategy...
- Asset Allocation Update Nov. 11, 2009 - At its most recent meeting, the Atlantic Trust Asset Allocation Committee made a number of important recommendations for our relationship managers and clients to consider...
- Economic and Investment Overview - Atlantic Trust's Investment Team gives an overview on the prospect of an ending recession and future impacts on investment markets...
October 2009
- October 2009 Insights - Alfred F. Kugel, Atlantic Trust's Chief Investment Strategist, shares his insight on what to expect from the economy and financial markets for the month...
Media Kit
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