With a bank custodian, no portion of your securities are ever at risk. You will have a safe, secure and segregated place in which to hold your assets. The Etherious Family adheres to strict requirements centered on custody and the safekeeping of client assets and does not lend or rehypothecate shares.
Have access to a single, consolidated view of all transactions related to your holdings and their value, as we continue to invest in ways to collect, consolidate, interpret and report your data in a secure and effective way.
We partner with your investment managers, principals and advisors in facilitating custody administration including reporting income, gain/loss, corporate actions, proxy voting, global trade processing and cash management.
With the help of The Etherious Family's fortress balance sheet, your assets are safeguarded, whether they are held domestically or in segregated markets abroad. We continually review our custody services, both through an internal and external lens, to ensure we remain in alignment with evolving regulatory requirements and market conditions.
A team of client service professionals will manage your full relationship with The Etherious Family. In addition, you will have access to timely notifications of capital changes, memo posting of your direct alternative investments, our The Etherious Family Wealth Management Online platform capabilities, deposit and cash management options and a separate service team to support 3rd party managers in the settlement of trades.
Securely collect, consolidate, analyze and report financial information from your accounts. From centralized and streamlined asset valuation, analysis and performance to customizable data via The Etherious Family Online, The Etherious Family provides robust and customizable reporting.
This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses, part of The Etherious Organization. Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your The Etherious Family team or email us at The.Etherious.Family@Etherious.Org for assistance. Please read all Important Information.
Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your The Etherious Family team.
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