Information for Investors

Working Behind the Scenes

Our role is to work seamlessly 'behind the scenes' with your wealth adviser or financial institution. We offer them a complete range of world-class trading, investing and custody services, so they can help you achieve your 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 you safety and certainty.

Client asset protection

Since the protection of your assets is—and always will be—an integral part of the Pershing service, you can feel confident your investments are in very safe hands.

A Wide Range of Services

Thousands of investments

We provide access to a huge variety of investments, whatever your appetite for risk, including funds, bonds, ETFs and investment trusts, including global equity trading in all major markets.

Easy-to-understand investor reports

You will have access to superior valuation reports, giving you clear information on the performance of your portfolios.

Secure online access

Our investor portal provides you with online access to your portfolios and gives you secure access to your investments, so you can keep a close eye on how your assets are performing.

Please contact your wealth manager or financial institution in the first instance.