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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Global Custodian(1)
Canadian Custodian(2)
Custodial Lender(3)

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Asset servicer(1)
Custodial lender(2)

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25+ years

of experience serving investment counsellors and family offices

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on providing exceptional client service and helping clients mitigate operational risk

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among the highest credit ratings globally(4)

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among the highest credit ratings globally(3)

#1 AUM Less Than $3BN EMEA & Asia Pacific (Unweighted)

#1 Asset Servicer: North America

#1 Custodial Lender

#1 Custodial Lender: Global and Americas

#1 Multi Custodian Highest Global Total Score (Unweighed)

#1 Sub-Custodian in Canada

Custodian of the Year


#1 Global Custodian
Overall Globally

2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011

#1 Custodian

2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011

Our Products and Services



› Global Custody



› Corporate Actions
› Income Reclamation

Treasury & Market Services

Securities Finance

Foreign Exchange

Cash Products

  1. Global Investor Group, Global Custody Survey, 2011-2018, unweighted
  2. R&M Surveys, Investor Services Survey, 2011-2018 and Custody Risk Awards 2018
  3. Global Investor ISF, Beneficial Owners Surveys, Americas and globally, unweighted 2019
  4. Standard & Poor’s (AA-) and Moody’s (Aa2) ratings of Royal Bank of Canada as of February 22, 2019 compared to the top 10 global custodians by assets under administration
  1. R&M Investor Services Survey, North America, 2019
  2. Global Investor / ISF Beneficial Owners Survey, Americas and Global (unweighted), 2019
  3. Standard & Poor’s (AA-) legacy senior long-term debt rating of Royal Bank of Canada as of August 21, 2019