Logan Allin Joins Atlantic Trust as Head of Strategy and Client Experience
ATLANTA--([ BUSINESS WIRE ])--Atlantic Trust, the private wealth management division of Invesco Ltd. (NYSE: IVZ), today announced the addition of Logan Allin to the newly created position of Head of Strategy and Client Experience.
"Our top priority is to equip our teams with the resources they need to provide the highest quality client service."
aThe addition of Logan underscores our commitment to accelerate the strides we are making to enhance our client experience,a said Jack Markwalter, Atlantic Trust chairman and CEO. aOur top priority is to equip our teams with the resources they need to provide the highest quality client service.a
Allin brings more than a decade of wealth and asset management consulting and industry experience to his role. This background will be valuable as his near-term focus will be the development of a vision and strategic plan around the firma™s client and advisor experience, underpinned by an enhanced operations and technology platform. Allin will work closely with Invesco operations and technology leaders, adding a strategic, high net worth perspective to their discussions.
aOver time, we also expect Logan to be involved in other strategic initiatives, such as helping Atlantic Trust capitalize on opportunities in the family office, foundation and endowment channels,a added Markwalter.
Allin is based in Atlantic Trusta™s Newport Beach, California, office and reports to Jack Markwalter.
Previously, Allin was a senior vice president in City National Banka™s wealth management division. He spent much of his career consulting to large global financial service and private wealth management firms through his leadership positions at PricewaterhouseCoopers LLC, EMC Corporation Consulting and Capgemini.
Allin earned a Bachelor of Arts in public policy and political science from Duke University. He sits on the Advisory Board of the Family Office Association and is actively involved in several community and charitable organizations nationally.
About Atlantic Trust
Atlantic Trust is one of the nationa™s leading private wealth management firms, offering integrated wealth management and investment counseling services for high net worth individuals, families, foundations and endowments. The firm considers clientsa™ financial, trust, estate planning and philanthropic needs in developing customized asset allocation and investment management solutions. Experienced professionals deliver a broad range of offerings, including proprietary investment solutions and a robust open architecture platform of traditional and alternative managers. Atlantic Trust operates in 11 full-service locations throughout the United States. With more than $15.4 billion in assets under management (as of June 30, 2010), Atlantic Trust is the private wealth management division of Invesco Ltd. (NYSE:IVZ). For more information, visit[ www.atlantictrust.com ].
About Invesco
Invesco is a leading independent global investment manager, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our retail, institutional and high net worth clients around the world. Operating in 20 countries, the company is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at [ www.invesco.com ].