Get tailored and dependable support from industry experts who dedicate their time to understanding your organization. We provide custody for assets across the globe with a dedicated conversion team that has the resources, expertise and digital tools to ensure your transition takes place smoothly and efficiently. Your relationship management team will provide ongoing transaction support and strategic consultation for whatever your institutional asset servicing needs may be.
Our clients are institutional asset owners ranging from corporations, insurance companies, financial institutions, government entities, and unions to endowments, foundations, religious organizations, private funds and family offices.
We hold public and private market securities and process transactions in domestic and international markets. We establish accounts supporting multiple investment managers to provide comprehensive reporting for our institutional clients.
We are one of the nation's largest custodians, overseeing more than 50,000 accounts and with dedicated contacts in more than 25 cities. With nearly 125 years of providing trust, custody and investment services, you can rely on us for sound, strategic support backed by the strength and stability of one of the largest commercial banks in the U.S.
Domestic custody offerings:
Grounded in the highest ethical standards, we partner with you to provide reliable and responsive custody services tailored to your needs.
Our capabilities extend into nearly 100 markets throughdirect access to the Central Securities Depositories in the U.S. and Euroclear. We provide cash services for more than 60 currencies. And, we have extensive partnerships with sub-custodians with expert local knowledge of the cultures, economy, trading, settlement and safekeeping practices in various locales.
Global custody offerings:
Benefits of working with us:
Partner with a corporate trustee that manages risk and assures beneficiaries their assets are held separately.
Protect plan assets and provide benefit payment services to participants and beneficiaries with complete, tailored services.
Maximize operational efficiencies in key aspects of your liquidity management – from trade execution to analytics.
Explore flexible solutions for domestic and offshore insurers.
Get reliable portfolio management with a strategy built around your investment objectives and risk tolerance.
Benefit from leading technology platforms that inform, empower and create efficiencies.
Pivot is our powerful client portal where you can submit cash and trade information, validate account activity and asset data, run scenario analyses, customize your own reports and more.
Your pensioners can easily manage their benefit payment information anytime, anywhere – without contacting a representative or getting forms in the mail.
From trade execution to analytics, our money market portal creates operational efficiencies in every aspect of global custody accounts.
To ensure that employee benefit plans fulfill expectations while meeting rules and regulations, many plan sponsors enlist the help of institutional trustees.
While custody pricing methodology might seem complex, its underlying principle is universal – your cost corresponds to the services you require.
With some minor preparation and the right choice in asset custodian, your transition can be simple, efficient and successful.
It’s common for custody banks to outsource day-to-day securities processing work. This can introduce both risks and benefits.
As one of the largest, leading custodians in the United States, you can rely on us for sound, strategic support. Backed by financial strength and stability, our dedicated teams of regional contacts have the experience and knowledge to help your organization – no matter the scale.
