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:
Enhanced online reporting solutions for investment counsellors – providing rapid access to data and improved clarity, oversight and reporting on portfolios.
Custody
› Global custody
Entitlements
› Corporate actions
› Income reclamation