Family Offices & Investment Counsellors

Today’s successful family offices and wealth managers must be agile as they develop capabilities to embrace highly personalized service in combination with technology-enabled advice. Data-driven decisions are key to the formulation of differentiated client engagement and investment strategies in a highly competitive market. And the increasing importance of sustainability—in addition to investment performance—must be front and centre—in managers’ deliberations.

As a leading provider of asset services to Canadian family offices and investment counsellors, RBC understands the unique opportunities and challenges facing this important sector. Our comprehensive custody solution enables wealth managers to focus on what they do best—meeting the needs of their high net worth clients. We add value through our:

  • Strength and stability, including RBC’s high credit ratings1 and position as Canada’s largest bank2
  • End-to-end solution with accuracy, timeliness and responsiveness as cornerstones of our service offering
  • Security of client assets, which are segmented from RBC Investor & Treasury Services’ corporate assets Popup icon
  • Flexible online portal that supports our clients’ reporting and data requirements

ICS Online

Enhanced online reporting solutions for investment counsellors – providing rapid access to data and improved clarity, oversight and reporting on portfolios.

Our Products & Services



› Global custody



› Corporate actions
› Income reclamation

Treasury & Market Services

› Securities finance

› Foreign exchange

› Cash products

Our Credentials


Custodian – Overall3
Asset servicer – Overall2
Network management team5

30+ years

of service to Canadian investment counsellors and family offices

AA-          Aa1

Standard & Poor's              Moody's          

High credit ratings1

  1. Standard & Poor’s (AA-) and Moody’s (Aa1) legacy senior long-term debt ratings of Royal Bank of Canada as of August 23, 2022
  2. Market capitalization of Royal Bank of Canada as at January 31, 2022
  3. Highest Global Average (Unweighted), Global Investor ISF Global Custody Survey, 2022
  4. R&M Investor Services Survey, 2022
  5. Asset Servicing Times, 2021