Pershing at a Glance

80

years of innovation and excellence

$2.0

trillion in global client
assets*

1,200

clients worldwide

1

goal: your success

Pershing has supported many of the world’s most sophisticated and successful financial services firms for more than 80 years. Wealth and institutional firms rely on us for clearing and custody, trading and settlement services, a broad suite of investment solutions, middle and back office support, data insights, and business consulting.

At Pershing, we Consider Everything as we help our clients transform their businesses, drive growth, maximize efficiency, and manage risk and regulation.

Wealth Solutions supports wealth-oriented broker-dealers, registered investment advisors (RIAs) and trust companies, who look to us as a strategic partner. These firms choose us to for our investment choices, managed account solutions, reporting and insights, flexible technology and consulting.

Institutional Solutions supports hedge funds, capital market firm and broker-dealers with institutional investors. 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.

In an ever-changing marketplace, we have been trusted, tested and proven to protect our clients’ interests while providing them with the most innovative solutions possible. Our clients are leaders in their fields and they choose Pershing because we are a leader in ours.

Learn more about how you can power your business.

* Pershing LLC and its global affiliates, June 30, 2021

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