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Investor Benefits

Working Behind the Scenes

Our role is to work seamlessly 'behind the scenes' with wealth advisers or financial institutions. We offer a complete range of world-class trading, investing and custody services, to help investors achieve their financial goals.

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.

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Strength and Stability

In today's rapidly changing landscape, we bring you safety and certainty in an uncertain world.