Holdings Management
Professional custody and portfolio management services for institutional clients requiring comprehensive asset tracking, reporting, and safekeeping solutions.
Institutional-Grade Asset Custody
Our holdings management services provide comprehensive custody solutions for institutional clients, including banks, investment firms, pension funds, and corporations. We offer secure storage, detailed tracking, and professional management of high-value portfolios and asset collections.
Professional Custody
Comprehensive asset management with institutional-grade security and reporting capabilities.
Comprehensive Holdings Management
End-to-end custody solutions designed for institutional clients requiring professional asset management and safekeeping services.
Institutional Custody Services
Professional safekeeping of securities, bonds, precious metals, and high-value assets with full legal custody arrangements.
- • Securities custody & settlement
- • Precious metals storage
- • Legal title management
Real-Time Portfolio Tracking
Advanced tracking systems providing real-time visibility into your asset holdings with comprehensive reporting capabilities.
- • Real-time asset valuation
- • Performance analytics
- • Risk assessment reports
Compliance & Regulatory Support
Full regulatory compliance support including audit trails, documentation, and reporting for institutional requirements.
- • Regulatory reporting
- • Audit trail maintenance
- • Compliance monitoring
Dedicated Account Management
Personal account managers providing tailored service and expertise for your specific custody and holdings requirements.
- • Dedicated relationship manager
- • Custom service agreements
- • 24/7 support availability
Advanced Digital Platform
Secure online portal providing 24/7 access to your holdings information, reports, and account management tools.
- • Secure online access
- • Custom dashboards
- • Mobile applications
Comprehensive Insurance
Full insurance coverage protecting held assets against all risks including theft, damage, and natural disasters.
- • Up to $500M coverage
- • All-risk protection
- • Rapid claims processing
Assets We Manage
Our holdings management services accommodate a wide range of asset types for institutional clients.
Securities & Bonds
Government bonds, corporate securities, and investment instruments
Precious Metals
Gold, silver, platinum, and other precious metal holdings
Fine Art & Collectibles
Artwork, antiques, and collectible asset portfolios
Jewelry & Gems
High-value jewelry collections and precious gemstones
Legal Documents
Contracts, certificates, and critical business documents
Digital Assets
Digital certificates, encrypted data, and electronic assets
Historical Artifacts
Museum-quality pieces and historical collections
Corporate Holdings
Business assets, intellectual property, and corporate collections
Flexible Pricing Plans
Choose the holdings management plan that best fits your institutional requirements.
Essential Holdings
- ✓ Basic custody services
- ✓ Quarterly reporting
- ✓ Online portal access
- ✓ Standard insurance coverage
Professional Holdings
- ✓ Full custody & safekeeping
- ✓ Monthly reporting
- ✓ Real-time tracking
- ✓ Enhanced insurance ($100M)
- ✓ Dedicated account manager
Enterprise Holdings
- ✓ Full-service custody
- ✓ Custom reporting schedule
- ✓ Advanced analytics platform
- ✓ Maximum insurance ($500M)
- ✓ White-glove service
- ✓ Custom integrations
*AUM = Assets Under Management. Minimum account size $1M. Contact us for volume discounts.
Ready to Secure Your Holdings?
Contact our holdings management specialists to discuss your institutional custody requirements and create a custom solution.