Banking and custody: A proven partner for your family office

Stability. Security. Excellence. These are the qualities you need in a partner to help ensure your family office runs seamlessly and in alignment with your goals. We’re ready to get to know you, your family, and your business—and be the banking and custody partner you can rely on.

Banking on a first-name basis

We work with many of the most sophisticated families in the world as their global custodian and banker, bringing the legacy, resources and scale required to create greater efficiencies. Alleviating many day-to-day challenges, such as money management, reporting and record-keeping, our dedicated team of specialists is prepared to meet your unique needs. All backed by a fortress balance sheet and substantial investments in cybersecurity and fraud prevention to protect what’s important to you and your family.

Access our institutional banking and treasury services platform, surrounded by your dedicated client service team and Banker to help ensure your day-to day needs are met. You’ll see what it means to have truly tailored service. Here are some of the specific ways we aim to help you achieve your goals:

Understanding your full financial picture

You can link your external accounts, integrate financial tools and customize how you view your accounts to receive the data and transparency you need to make strategic decisions

Move money quickly and easily

Initiate and monitor bill payments, wires, deposits or peer-to-peer payments from a single screen with an easy-to-use banking platform to simplify your everyday needs

Put the power in the hands of people you trust

Delegate account access and permissions to your employees and financial managers, including dual-control processes

Protect yourself against cybercriminals and fraudsters

Explore our fraud hub and work with our dedicated Cybersecurity and Fraud Prevention teams to stay up-to-date on how to best protect yourself and your assets

Custody services built around your family

Our global reach and experience give many of our clients peace of mind, but it’s the focus on their personal needs and service experience that offer true comfort.

Work with a team that understands your and your family’s needs

We strive to nurture long-term relationships built on trust—and when we serve as your custodian, you’ll have access to a custody specialist

Customize reporting for your unique needs

You can expect consolidated reporting of your assets—when and how you need it

Streamline your operations and trades

Our platform is compatible with third-party registered investment advisors and other external parties to ensure you can execute trades quickly and seamlessly