Asset Custody

Asset custody is the backbone of secure investment management. It involves the safekeeping of financial assets such as stocks, bonds, commodities, and other investments, ensuring they are protected from theft, fraud, and other risks. Effective custody services provide peace of mind, knowing that your assets are held in secure, regulated environments and managed by experienced professionals.

Additionally, asset custody services include essential administrative tasks such as transaction settlement, income collection, tax support, and reporting. These services ensure that your financial operations run smoothly, reducing the administrative burden and allowing you to concentrate on strategic decision-making.

At Berkeley Financial, our asset custody services are designed to meet the specific needs of HNWI and institutional clients, providing a robust framework for asset protection and management. Here’s how we can help:

Our commercial partners provide secure storage for your assets, utilizing advanced technology and rigorous security protocols to protect your investments from physical and cyber threats. Our custody solutions are compliant with global regulatory standards, ensuring the highest level of protection.

Our efficient settlement services ensure that your transactions are processed accurately and promptly. We handle the complexities of trade settlement, reducing the risk of errors and delays, and ensuring that your investments are seamlessly integrated into your portfolio.

Stay informed with our detailed reporting services, which provide you with up-to-date information on your asset holdings, transactions, and performance. Our reports are tailored to meet your specific needs, offering clear and concise insights that support informed decision-making.

Maximize the value of your investments with our income collection services, ensuring that dividends, interest, and other income are collected and credited to your account efficiently. Additionally, our tax support services help you navigate the complexities of tax regulations, optimizing your tax position and compliance.

With Berkeley Financial, you benefit from our extensive global network, providing access to diverse markets and investment opportunities. Our international presence ensures that your assets are managed with a global perspective, enhancing your portfolio’s potential.

We understand that each client has unique needs and objectives. Our dedicated team of custody specialists works closely with you to provide personalized solutions that align with your financial goals. We offer proactive support and expert advice, ensuring that your custody needs are met with precision and care.