Our Heritage

National Footprint, Local Presence

Atlantic Trust is a boutique advisory firm focused exclusively on serving a select group of wealthy individuals, families, foundations and endowments. We have a national footprint in the U.S., with teams of wealth management professionals in 11 major cities.

History and Heritage: Atlantic Trust's 75+ Years

With a heritage dating to 1923, Atlantic Trust represents the successful combination of three prominent organizations:

• Pell Rudman Trust Company (Boston, founded 1980)
• Whitehall Asset Management (New York, founded 1923)
• Stein Roe Investment Council (Chicago, founded 1932)

As these firms became part of what is today "Atlantic Trust Private Wealth Management," each firm contributed a strong tradition of providing exceptional investment management and wealth advisory services.

Ownership: Financial Stability

Atlantic Trust is a wholly-owned subsidiary of Invesco Ltd. (NYSE: IVZ), one of the world's largest publicly-traded companies focused exclusively on investment management. Each of the five principal businesses owned by Invesco is dedicated to serving a unique market: Invesco Institutional (Institutional); Invesco Aim and Invesco Trimark (Retail Mutual Funds); Invesco PowerShares (ETFs); WL Ross (Private Equity); and Atlantic Trust (Private Wealth).

Invesco Mission
Helping people worldwide build their financial security

Invesco Principles
We are passionate about our clients' success.
We earn trust by acting with integrity.
People are the foundation of our success.
Working together, we achieve more.
We believe in the continuous pursuit of performance excellence.

Importantly, the considerable global resources of Invesco are available to Atlantic Trust, yet our firm remains independent in its investment platform. This helps preserve the objectivity of our investment counsel, while providing additional strength and financial stability to Atlantic Trust.