When you choose to work with Pershing, you gain access to a wealth of resources and a global team of experts dedicated to helping you grow your business. Pershing has served many of the world’s most sophisticated and successful wealth and institutional firms for almost 85 years.
We Consider Everything for our clients as we align our people, services and technology to deliver a simplified and enhanced experience. We help our clients operate their businesses more efficiently by providing highly competitive solutions and technology tools that support their growth initiatives and allow them to optimize the use of capital.
Wealth Solutions supports registered investment advisors (RIAs), wealth management firms and trust companies, who look to us as a strategic partner. These firms choose us for our investment and managed account solutions, reporting and insights, flexible technology and consulting.
Institutional Solutions serves alternative investment managers including hedge funds, institutional broker-dealers and capital market firms. These firms count on our seamless outsource experience, backed by the strength and scale of BNY Mellon, where we offer financing and collateral management, global trade execution, lending and syndicate capabilities.
With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliate Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940, a leading provider of managed accounts solutions and Pershing X, Inc.
Pershing Limited and its subsidiaries provide broker-dealers, asset managers, intermediary firms, IFAs, and financial institutions across EMEA with a comprehensive range of products, services and solutions. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.
BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.
Brokerage custody provided by Pershing LLC, member FINRA, NYSE, SIPC, a BNY Mellon company. Brokerage services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. Bank custody provided by BNY Mellon, N.A, member FDIC. Affiliated advisory services, if offered, provided by Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. Technology services provided by Pershing X, Inc.
Pershing Limited is an affiliate of Pershing LLC. Authorised and Regulated by the Financial Conduct Authority in the UK, no. 124415. Pershing Securities International Limited is regulated by the Central Bank of Ireland. Pershing (Channel Islands) Limited is regulated by the Jersey Financial Services Commission.