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Wealth Management Solutions
How can your firm stand out in a crowded marketplace for high-net-worth investors?
Pershing equips you to meet the complex needs of affluent investors. You can help corporate executives tap into their illiquid wealth, offer access to alternative investments and structured products, and help clients build enduring legacies with sophisticated trust and charitable-giving solutions.
We can help give you a competitive edge in this demanding market.
Corporate Executive Services
- Enjoy high-touch support for specialized transactions, including corporate employee stock option exercises and restricted and control stock sales and transfers
- Create, monitor, and execute Rule 10b5-1 trading plans through a turnkey solution with robust features, including single sign-on access through NetExchange Pro®, automatic trade execution, and a comprehensive audit trail of all users and trades
Trust Network
- Offer a full menu of services from premier trust companies—while you provide investment management for the assets in the trusts
- Choose from some of the nation's most highly regarded trust companies, including The Advisory Trust Company of Delaware, Reliance Trust Company, Santa Fe Trust, and Wilmington Trust Company
- Gain complete access to all account functions, resources, and data on NetExchange Pro®
Employee Stock Option Administration Capabilities
- Full administration services for equity compensation programs and stock purchase plans for executives and employees around the globe provided through The Bank of New York Mellon Shareholder Services
- If your client already has a plan and only wants to execute trades, Pershing can help facilitate trades
Donor-Advised Funds
- Address the philanthropic goals of your clients with charitable-giving vehicles that let donors reap tax benefits while recommending grants to the charities of their choice
Alternative Investments and Structured Products
- Access a range of alternative investment products and strategies through The Bank of New York Mellon, such as hedge fund of funds
- The Bank of New York Mellon Equity Derivatives Group offers a number of strategies to help investors with concentrated equity holdings reduce portfolio risk, hedge against market volatility, and increase liquidity
- Pershing offers a wide array of new-issue structured products to help investors diversify their portfolios
Contact us today to see how we can help you satisfy the needs of your high-net-worth clients.
Maximize the opportunities that affluent clients present.