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.
“The addition of Logan underscores our commitment to accelerate the
strides we are making to enhance our client experience”
The addition of Logan underscores our commitment to accelerate the
strides we are making to enhance our client experience, said Jack
Markwalter, Atlantic Trust chairman and CEO. Our top priority is to
equip our teams with the resources they need to provide the highest
quality client service.
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 firms 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.
Over 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, added
Markwalter.
Allin is based in Atlantic Trusts Newport Beach, California, office and
reports to Jack Markwalter.
Previously, Allin was a senior vice president in City National Banks
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 nations 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 clients 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.

Source: Business Wire