Highly Personalized Master Custody Services
We provide complete transparency over your accounts. We interact with multiple financial intermediaries, investment advisors, banks, brokers and other agents to provide a consolidated, easy-to-understand view of your assets that is personalized to meet your needs.
Seamless Account Administration
We take care to assure that the many administrative functions are managed efficiently across your accounts. These include tax-effectively settling securities, collecting dividends and interest, and processing proxy and corporate action materials.
Safekeeping of Your Assets
As master custodian, we safely hold investors’ assets separately in individual accounts. Clients’ assets are never comingled with the assets of the firm.
Dedicated Service
Our dedicated relationship managers act as a single point of contact, working closely with you to deliver personalized solutions for your specific situation.
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Safekeeping Your Assets
Fiduciary Trust has long been dedicated to navigating global markets and safeguarding client assets through changing and challenging times.
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