Bringing you live news and features since 2006 

Atlantic Trust hires Charles F Fowler to join Newport Beach team


Atlantic Trust, the US private wealth management division of CIBC, has appointed Charles F Fowler as a vice president in the firm's Newport Beach office.

"Adding Charlie to our Newport Beach team is part of our ongoing, firm-wide initiative to invest in key regions of concentrated wealth that present a growth opportunity for our business," says Jack Markwalter, chairman and CEO for Atlantic Trust. "The office opened in 2001 and Andrew Lang has done an outstanding job managing and expanding our client relationships in the Pacific Southwest region."
Newport Beach is the firm's fastest-growing office, now home to a total of six relationship and portfolio management, client service and business development professionals. The office had more than USD1.6bn in assets under management (AUM) as of 31 December 2013, increasing AUM by 166 per cent over five years.
In his new role, Fowler works to foster new relationships with high-net-worth clients and also to strengthen associations with key intermediaries in the Southern California region.
Previously, Fowler was a vice president in the private client group of Altegris Investments, where he developed new business, advised high net worth individuals and families on alternative investment strategies, and developed and presented investment proposals to help meet the diverse financial objectives of clients.
Prior to joining Altegris, he worked as a financial consultant at Charles Schwab & Co and began his investment career as a consultant with A.G. Edwards & Sons. 

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by