
Master Custody
Fiduciary Trust can help you make the most of complex, multiple-advisor relationships. Our master custody services deliver transparent, independent, integrated reporting, along with performance results and risk analytics. Single Point of Contact for More Personalized Service Fiduciary Trust emphasizes the importance of building long-term client relationships. Our relationship professionals have an average tenure of over 17 years, providing a high degree of expertise and consistency of service to our clients. As your master custodian, we become the central recipient of all your investment information. We interact with multiple financial intermediaries, investment advisors, securities depositories, brokers and other agents to provide a consolidated, easy-to-understand view of your assets that is personalized to meet your needs. Worldwide Security Settlement and Custody Offering far-reaching securities settlement capabilities, Fiduciary Trust uses a network of global sub-custodians to support the cross-border investment needs of our clients. Our services include settling and processing securities and foreign exchange transactions, providing multi-currency reporting, and valuing clients’ investment portfolios, in either U.S. or the local country’s currency, in more than 80 countries throughout the world.
Master Custodians Focus on Efficiency
Master custodians help track and report multi-manager portfolios so clients can effectively manage their wealth.
To set up an appointment or to learn more about Fiduciary Trust, please contact Theodore P. Klingos in our New York headquarters at 212-632-3063 or t.klingos@ftci.com. You may also complete the information below and we will respond to you as soon as possible.
Fiduciary Trust's new capabilities brochure provides you with a comprehesive overview of our breadth and depth of wealth management services, our investment management philosophy and approach, and our firm's history and heritage.
Please complete the form below, and we will be happy to mail you a copy.