Investment Counsellors

With more than 25 years of experience providing services to investment counsellors and family offices, RBC Investor & Treasury Services understands the unique requirements of private clients. We offer a full-service custody solution, enabling you to focus on the needs of your clients.

Our Credentials

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#1

Single Custodian(1)
Asset Servicer(2)
Custodial Lender(3)

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#1

Asset servicer(1)
Custodial lender(2)

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25+ years

of experience serving investment counsellors and family offices

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Focused

on providing exceptional client service and helping clients mitigate operational risk

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AA-

among the highest credit ratings globally(4)

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AA-

among the highest credit ratings globally(3)

#1 AUM Less Than $3BN Global (Weighted and Unweighted)
2019-2020

#1 Asset Servicer: North America
2019-2020

#1 Custodial Lender: Americas
2019-2020

#1 Custodial Lender: Americas (Unweighted)
2020

#1 Single Custodian Highest Global Total (Unweighted)
2019-2020

Our Products and Services

 

Positions

› Global Custody

 

Entitlements

› Corporate Actions
› Income Reclamation

 
Treasury & Market Services

Securities Finance

Foreign Exchange

Cash Products

  1. Global Investor Group, Global Custody Survey, 2019-2020, unweighted
  2. R&M Surveys, Investor Services Survey, 2019-2020
  3. Global Investors Group, Beneficial Owners Surveys, 2020
  4. Standard & Poor’s (AA-) legacy senior long-term debt rating of Royal Bank of Canada as of August 25, 2020
  1. R&M Investor Services Survey, North America, 2019-2020
  2. Global Investor Group, Beneficial Owners Surveys, 2020
  3. Standard & Poor’s (AA-) legacy senior long-term debt rating of Royal Bank of Canada as of August 25, 2020