
Custody Services
Providing a world-class client experience
We understand how ever-changing regulatory and operational risks affect your assets. We combine high standards and outstanding services to provide each client with accuracy in reporting and meticulous attention to detail at a competitive price. Distinguishing our product is a hands-on approach by an accomplished management team of senior professionals with combined trust and custody operational expertise.
Providing institutional custody services for more than 40 years, we have grown to over $40 billion in assets under management and custody. Our service is underscored by its personal approach and customizable solutions — specially designed to meet the requirements of Taft-Hartley and public sector employee benefit plans, as well as endowments and foundations.
Our wide range of services include:
We offer sophisticated tools and services designed to make managing your investments even easier:
Our complete front-to-back global custody asset service provides clients with unsurpassed investment access to over 90 markets worldwide while assuring that non-U.S. assets are securely held and monitored.
Services include:
in custody and investment assets under management
meeting high standards of social and environmental performance, accountability and transparency
helping those who do good, do better
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