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

#1 icon

#1

Global Custodian (1)
Canadian Custodian (2)

25+ <span style="font-size: 30px; letter-spacing: 0;">years</span> icon

25+ years

of experience serving investment counsellors and family offices

Focused icon

Focused

on providing exceptional client service and helping clients mitigate operational risk

AA- icon

AA-

among the highest credit ratings globally (3)

Custodian of the Year
Canada

2018

#1 Global Custodian
Overall Globally

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

#1 Custodian
Canada

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

OUR PRODUCTS AND SERVICES

 

Positions

› Global Custody

 

Entitlements

› Corporate Actions
› Income Reclamation

Treasury & Market Services

› Foreign Exchange
› Securities Lending
› Cash Management

  1. Global Investor Group, Global Custody Survey, 2011-2018, unweighted
  2. R&M Surveys, Investor Services Survey, 2011-2018
  3. Standard & Poor’s (AA-) and Moody’s (Aa2) ratings of Royal Bank of Canada as of August 22, 2018 compared to the top 10 global custodians by assets under administration