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Solutions for Wealth Managers and Advisers

Focus on Growing Your Business

By partnering with Pershing for your wealth management business processes and systems, you can place more focus on serving your clients and developing your business.


You can rely on us for part, or all, of your tradingclearing and settlement activities, as well as the safe custody of your clients' assets. With strong and proven regulatory compliance expertise, our major strength is in client asset protection.

Concentrate on What You Do Best

Here's How You Will Benefit:

  • Confidence that the safety of your investors' assets are at the core of everything we do
  • Multi-jurisdiction custody and world-class administration services from a highly experienced provider
  • The freedom to focus on developing your business rather than on technology and operations
  • Access to the best online wealth management tools available
  • Streamlined processes
  • Fixed costs replaced by variable costs
  • Minimised risk and increased operational efficiency
  • Compliance with all regulations and legislation and be ready for new changes when they come

Related Solutions

Clearing, Settlement and Custody

Work with a firm that focuses on clearing, settlement and custody as a core business.

Professional Portal

Manage your business efficiently from a single entry point.

Investment and Platform Solutions

Create new ways to help your clients achieve their investment goals.

Ask how we can help transform your business