Custody Services
Through our custodians we offer thorough portfolio management services, catering to savvy investors who aim to combine their accounts and streamline their financial record-keeping.
The safeguarding and management of your investments are critical yet often underappreciated aspects of wealth preservation and growth.
A custodian does more than just securely hold your marketable securities and cash. It also plays several crucial roles, including the efficient settlement of your transactions, executing foreign exchange transactions, collecting dividends, interest, and other forms of income, representing you in shareholder votes, and offering clear visibility into your financial assets.
With a combined $7 trillion in assets under custody and administration, our Custody Network extends across over a hundred markets globally.
As a high net-worth client of Galleon, you gain access to our network extensive institutional capabilities and custodial services, all while enjoying personalized attention from your dedicated team.
How we serve you
Our custody experts collaborate closely with you and your advisor to develop strategies that are specifically tailored to your requirements. We offer services like securities processing and trade settlement, while also allowing you the flexibility to work with your chosen wealth managers for trade execution and advice.
To streamline your administrative tasks, we provide a range of services including liquidity management, asset pricing, and valuation, notifications of corporate actions, processing of gifts, and support with transition plans.
Through our Custody Network, your assets are kept completely separate from Galleon’s assets.
Insight into Your Wealth
We provide a clear, consolidated view of your holdings. You’ll have convenient online access to your account information via a digital platform, along with comprehensive portfolio analysis and advice.
This approach not only simplifies the management of your portfolio but also offers real-time insights into your wealth. With more comprehensive information at your disposal, you can make more informed decisions, seize opportunities, and reduce risks.
Our custody experts collaborate closely with you and your advisor to develop strategies that are specifically tailored to your requirements. We offer services like securities processing and trade settlement, while also allowing you the flexibility to work with your chosen wealth managers for trade execution and advice.
To streamline your administrative tasks, we provide a range of services including liquidity management, asset pricing, and valuation, notifications of corporate actions, processing of gifts, and support with transition plans.
Through our Custody Network, your assets are kept completely separate from Galleon’s assets.
Insight into Your Wealth
We provide a clear, consolidated view of your holdings. You’ll have convenient online access to your account information via a digital platform, along with comprehensive portfolio analysis and advice.
This approach not only simplifies the management of your portfolio but also offers real-time insights into your wealth. With more comprehensive information at your disposal, you can make more informed decisions, seize opportunities, and reduce risks.
