Keep your assets safe with trust, custody and asset management guidance.
Get tailored and dependable support from industry experts who dedicate their time to understanding your organization. We provide flexible, scalable custody solutions and a service model to meet your needs. Our dedicated conversion teams have the resources, expertise and digital tools to ensure your transition takes place smoothly and efficiently.
Custody asset servicing
Simplify operating in a global marketplace with comprehensive asset custody by industry experts.
Institutional trustee services
Partner with a corporate trustee that manages risk and assures beneficiaries their assets are held separately.
Institutional asset management
Get reliable portfolio management with a strategy built around your investment objectives and risk tolerance.
Employee benefits
Protect plan assets and provide benefit payment services to participants and beneficiaries with complete, tailored services.
Cash liquidity management
Maximize operational efficiencies in key aspects of your liquidity management — from trade execution to analytics.
Money market portal
From trade execution to analytics, our money market portal creates operational efficiencies in every aspect of your custody accounts.
Explore liquidity solutions
Pensioner portal
Your pensioners can easily manage their benefit payment information anytime, anywhere – without contacting a representative or getting forms in the mail.
View benefit payment services
Fund custody
With a dedicated client services team, get comprehensive custody servicing and reporting with a strict adherence to rigorous service levels.
Visit global fund services
Receive real-time global custody news and market alerts.
Pivot MarketWatch:
Employee benefit plan management
To ensure that employee benefit plans fulfill expectations while meeting rules and regulations, many plan sponsors enlist the help of institutional trustees.
Avoid custody pricing surprises
While custody pricing methodology might seem complex, its underlying principle is universal – your cost corresponds to the services you require.
The changing cash landscape
Money market reform is changing the way investors think about cash. Learn why many advisors are exploring other options for their clients’ holdings.
Ask your custodian
It’s common for custody banks to outsource day-to-day securities processing work. This can introduce both risks and benefits.
Partner with a national sales team dedicated to both middle and larger market clients.
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.
Investment products and services are:
Not a Deposit • Not FDIC Insured • May Lose Value • Not Bank Guaranteed • Not Insured by any Federal Government Agency