Industry Brief

The Critical Role of Custodians in Wealth Management

Ten Key Considerations for Choosing the Right One

Selecting the right custodian is one of the most critical decisions wealth management firms and trust companies can make. Custodians do more than safeguard assets. They offer operational efficiency, technology integration, and real-time data capabilities to support firms as they grow and evolve.

This eBook explores:

• The differences between fully disclosed and omnibus custodial models
• Nine key operational, risk, and compliance factors to consider
• How technology is reshaping the future of custodial services

Discover how to choose the right custodian for today's demands and tomorrow’s opportunities.