Trust and Custody

Helping safeguard assets for more than 165 years

Core trust and custody services

We offer real-time processing for domestic and global investments, trustee and fiduciary support, financial statements, benefit payments, cash sweep, and online services.

Specialized reporting services

With an integrated technology suite, we provide multi-currency reporting, performance measurement, analytics and attribution reporting, as well as investment guideline monitoring.

Investment services

We provide a spectrum of investment services including investment management, transition management, portfolio liquidation, and commission recapture.