Investment Counsellors

With over 25 years’ experience delivering services for investment counsellors and family offices, RBC Investor & Treasury Services understands the unique requirements of private clients. We offer a full service solution with the desired level of access, convenience and personalized service.

OUR CREDENTIALS

#1

client service(6)
industry knowledge(7)
custodian(6)

100+

years of experience in servicing transaction banking, trade, finance and securities markets

Focused

on exceptional client service and operational risk

A1/AA-

the strongest credit ratings among our asset servicing peers

#1 Custodian Overall 2011 - 2016
Custodian Canada 2011 - 2016
Global Custody Survey - 2016, 2014, 2013, 2012 Globally (unweighted) Europe (unweighted)

OUR PRODUCTS AND SERVICES

 

Positions

› Global Custody

 

Entitlements

› Corporate Actions
› Income Reclamation

Treasury & Market Services

› Foreign Exchange
› Securities Lending
› Cash Management

1. Payments Canada as at December 31, 2015 based on annual volumes and value of transations 2. Based on internal sources 3. Global Finance 2013, 2014, 2015, 2016 4. Custody Risk Americas Awards 2015 5. Canadian Depository for Securities as at June 2016 6. RBC I&TS proprietary data 7. RBC I&TS proprietary data compared to EFAMA Fund Processing Standardisation Annual Report 2015 8. ALFI Real Estate Report 9. Royal Bank of Canada credit ratings: Aa3 (Moody’s), AA- (S&P). Compared to top 10 custodians by Assets under administration 10. R&M Global Custody Survey 2016 11. Global Investor ISF Global Custody Survey 2016 12. Global Investor ISF Fund Administration Survey 2015 13. Global Investor ISF Beneficial Owners Survey 2015