Top Wealth Manager Focuses on Family Values

Julie Cooling from RIA Channel, sits down with Bruce Katz and Sidney Queler, Managing Directors of business development of Atlantic Trust. The three discuss Atlantic Trust’s customized approach for their high net worth clients. Atlantic Trust Investment Advisers is ranked 7th on the 2015 Forbes Top 100 Wealth Manager with more than $11 billion in assets under management. It manages 14 offices across the United States. Atlantic Trust’s service oriented team approach to each clients’ complex situation ensures they provide the best solutions for their clients needs.

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