Investor Benefits
Why Pershing?
A trusted name.
We're part of BNY Mellon, an AA-rated bank that's one of the world's largest custodians, bringing firms and their clients’ safety and certainty.
Client asset protection
Since the protection of your clients’ assets is—and always will be—an integral part of the Pershing service, you can feel confident your clients’ investments are in very safe hands.
A Wide Range of Services
Thousands of investments
We provide access to a huge variety of investments, whatever the appetite for risk, including funds, bonds, ETFs and investment trusts, including global equity trading in all major markets.
Easy-to-understand investor reports
We provide superior valuation reports, providing investors clear information on the performance of their portfolios.
Secure online access
Our investor portal provides investors with online access to their portfolios and gives secure access to their investments, so they can keep a close eye on how their assets are performing.
