Does your firm have the robust offering necessary to meet the specialized needs of high-net-worth investors?
Let Pershing help. We offer a multitude of wealth management solutions—from dependable operational support to robust trading and a plethora of investment platforms and wealth offerings—that can help you thrive in this ultra-competitive market.
The combination of industry expertise and excellence in customer support and flexible technology makes Pershing the right choice for your wealth management business.
An Expansive Array of Offerings and Services
From alternative investments to a sophisticated trust platform and philanthropy solutions, your firm can take advantage of Pershing’s full spectrum of solutions:
- Alternative Investments
Pershing’s offering provides you access to a breadth of alternative investment solutions. - Cash Management Solutions
Corestone Account™ is a powerful cash and asset management tool available in multiple asset-based account levels for individuals, with corporate versions available for businesses. - Philanthropy Solutions
Pershing makes donor-advised funds available through an arrangement with American Endowment Foundation (AEF). - Corporate Executive Services
Pershing’s Corporate Executive Services provides support of cashless employee stock option exercises, restricted and control stock transactions and securities-based lending opportunities. - Fund Solutions
Pershing’s fund solution can set your firm apart by offering access to
more than 17,500 choices, plus one of the industry's largest
no-transaction-fee (NTF) offerings. - Lending Solutions
By utilizing Pershing’s effective borrowing solutions, your firm can help clients minimize their taxes while, at the same time, improve cash flow, reduce debt and make the most of investment opportunities. - Managed Accounts Solutions
Pershing is a comprehensive third-party provider serving the entire managed account continuum regardless of custodial relationship—from award-winning asset servicing for money managers to world-class investment solutions for investors. - Trust Solutions
Pershing’s Trust Network provides your firm with a variety of trust services available through a choice of corporate trustees.
Have a Question?
Contact us today for more information about our wealth management solutions.
Superior Solutions for Wealth Managers
Our scale allows us to invest in the resources you need to stay in top form, including expert conversion support, a 24-hour help desk and state-of-the-art disaster recovery capabilities. In addition, we can also deliver the infrastructure and technology support you need to grow your wealth management business, including:
- Global and Domestic Custody and Asset Servicing
Our global custody platform includes online multicurrency reporting, portfolio accounting, corporate actions servicing and proxy services. We also offer award-winning asset servicing for money managers. - NetX360™
Our award-winning technology platform helps you manage your evolving business needs. - Outsourcing Capabilities
With more than 70 years of proven experience, Pershing is the financial service industry’s largest outsourcing provider, serving more than 1,500 financial organizations. - Practice Management
Our practice management resources can help you attract top talent, build assets, improve efficiency—and continue to grow your business without limits. - Reporting Services
Our reporting services enable you to offer clients the clear, streamlined information they need.
Have a Question?
Contact us today for more information about our wealth management solutions.
There is no assurance that an investment will achieve its objective. Investments are subject to market risk, which is the possibility that the market value of securities owned will decline and that the securities will be worth less than what you paid for them.
Wealth Management Articles
Q&A with a Wealth Industry Leader
Read our expert's view on a myriad of issues currently facing the wealth management industry.
Katie Swain
Director, Wealth and Cash Management, Pershing LLC
Attract Mutual Fund Retirement Assets
Pershing’s Mutual Fund Only IRA is a cost-efficient way for your clients to achieve broad diversification across multiple fund families.