Institutional Custody Services

CUSTODY & COLLATERAL SERVICES

A focused approach to your custody needs,  so you can focus on your organizational goals

We take a turnkey approach to our Institutional Custody Services, allowing you to spend your time on other obligations at your organization. We offer domestic and global custody services to support investment management solutions for endowments, foundations, government agencies, private investment partnerships, Delaware and non-Delaware holding companies, and capital markets transactions.

Wilmington Trust’s custody services include:

Asset safekeeping
Securities processing and settlement
Comprehensive reporting
Online statements and account access

Proxy and corporate action processing
Daily cash sweep
Custom interfaces
Annual SSAE 16 report

1,800
Clients covering a wide variety of entities

20
Average years of experience for each of our relationship managers

$141.6B+
Assets under administration{{wt-d45*}}

Our highly experienced professionals will serve as a custodian for consultants, advisors, and businesses, where we will:

Administer a comprehensive range of core and specialized custody services
Provide services, including processing, settlement, and safekeeping, adhering to client specifications
Offer customized services, including reporting and specialized accounting

Hundreds of clients rely on our knowledge and personalized service to reliably handle their institutional custody needs. Contact us today to learn how we can help relieve you of the administrative burden.

The benefits of a Wilmington Trust relationship

Leverage our comprehensive knowledge of all aspects of  custody services

As part of the M&T Bank family, we can offer a range of banking services for your business

You’ll work with skilled custody relationship managers with an average of 20 years of industry experience

Transitioning your account

Transitioning a securities account from one financial institution to another can be a significant decision for a client, and providing a smooth and efficient experience is paramount to maintaining trust and satisfaction. Our two-step approach helps ensure the best possible experience.

Transition stage

Our dedicated transition team assists with the move from your prior custodian with a minimum of administration and operational disruptions. Working with a representative from our Client Onboarding team, we will guide you through the necessary documentation and setup processes to ensure everything is in place for a smooth transition. Throughout the account transition stage, we diligently monitor all conversion activity for accuracy and completeness, enabling an uninterrupted transition of your assets

Implementation stage

During the implementation stage, a dedicated relationship manager will assist in getting acquainted with your new online account and navigating the features of our platform. They will address concerns promptly, troubleshoot any technical difficulties, and provide support to provide a smooth transition to the new platform.

Your custody needs deserve a dedicated  and experienced team

For timely, accurate, and responsive service for your custody and collateral management needs, work with a team that has the experience and knowledge to take advantage of opportunities while avoiding regulatory risk.