Custody Services

Custody asset servicing in a global marketplace.

Your assets have unique custody needs. Our regionally based experts are dedicated to understanding your organization and delivering solutions tailored to you and your portfolio. With a commitment to investing in technology, you can depend on us for effective asset servicing and risk management.

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Get in touch

Karl Wilson
National Sales Manager

Global solutions

Enjoy the benefit of our global custody network experience. With more than 20 years of experience, we've established a comprehensive solution to help drive your success. We provide you with a dedicated point of contact supported by a team with access to more than 90 markets handling 70 currencies.

Global solutions benefits

  • More than 6,000 customer portfolios with international securities
  • Foreign account opening
  • Trade support and settlement
  • Tax document and reclamation
  • FX execution
  • International wires
  • Income collection and repatriation
  • Corporate action processing
  • Non-U.S. proxy distribution and processing

Insurance custody services

Insurance companies need a strong, stable partner to help them navigate the complexities of the industry. Our specialized insurance group has the expertise to create highly customized services designed to save time and increase efficiencies.

Key differentiators:

  • Comprehensive insurance service package
  • Focus on automation and consolidation
  • Operational excellence in security processing
  • Largest statutory deposit network in 33 states
  • Sixth-largest custodian combined with the strength and stability of U.S. Bank

Solutions:

  • Dedicated insurance coverage team
  • Custody, income collection and corporate actions
  • Straight-through processing (STP) and SWIFT
  • Partnership with Clearwater Analytics for reporting