Global. Local. Pershing in Europe.

Private Client Solutions

• Operational Support
• Trading Services
• Flexible Technology
• Investment Solutions
• Service Excellence

Private Client Solutions

Since 1987, Pershing’s outsourcing solutions have helped many leading European private client firms deliver value-added service to investors, reduce operational costs, and meet regulatory requirements.

Pershing’s solutions can radically simplify administration and help support compliance with market and regulatory changes, enabling you to concentrate on your most profitable business activities. Specialist middle and back office operations teams combine with Pershing’s Nexus® technology platform—accessible via fixed lease line or virtual private network connection—to deliver efficient clearing, settlement, and custody services. Streamlined infrastructure saves management time, reduces processing costs, and scales easily to support your business’s growth.

By leveraging Pershing’s expertise and economies of scale, you can concentrate on your core competencies and profit centres. Moreover, we design the pricing to fit the way you work, making administration costs more visible and controllable.

By working with Pershing, you can be assured of

• Extensive Market Coverage
• A Choice of Service Models: Model A or Model B
• Segregated Record Keeping and Investor Reporting
• Service to Support Your Growth
• Advanced, Secure Technology
• Web Interface Systems
• Expertise and Independence
• Interface to Leading Portfolio Management Solutions
• Comprehensive Trading Services
• Flexible Custodial Services
• Individual Savings Account and Capital Gains Tax Coverage
• Pricing to Suit the Way You Work