Global Custody
We provide consolidated financial reporting for family offices, registered investment advisors, investment funds, high-net-worth individuals and trusts. A custody6 relationship with PWM offers detailed, aggregated reporting while our clients maintain the flexibility to work with any financial advisor or intermediary they deem appropriate. This enables our clients to receive combined accounting statements and tax reports through one point of contact, streamlining operational and reporting processes. Key features include multi-currency trust accounting, flexible reporting options in a variety of base currencies and “securities held elsewhere” capabilities.
