Wealth Managers and Advisers

Grow Your Business to Another Level

Wealth management professionals and financial advisory firms face ever-increasing regulatory requirements. And there is continued pressure on you to keep up with technological and regulatory change. On top of this, you have to maintain profit margins while minimising risk to client assets.

Pershing can help you overcome these challenges, so you can grow your business more efficiently and serve your clients more effectively. Our wide range of wealth management administration and custody services will allow you to focus on your core business skills.

What We Offer Wealth Managers and Advisers

• The freedom to develop your business, rather than spend time on keeping pace with technology and operations requirements
• Complete confidence that your clients' assets are in very safe hands
• Award-winning custody and investors’ book and records and administration services from a highly experienced provider
• Access clear and detailed Investor Reporting
• Access to best-in-class online wealth management tools
• Trading and execution for a wide range of assets
• Excellent operational efficiency
• Full compliance with the latest regulations and legislation