Custody Services at Crestpoint Investment Bank:

Asset Protection

Crestpoint Investment Bank ensures the rigorous protection of your assets through a secure, segregated account structure. Whether held in local or international markets, your holdings remain distinct and protected within our institutional framework.

We maintain this security by continuously evaluating our custody services against global legal requirements and shifting market dynamics. This ensures your assets are managed with the highest level of regulatory compliance and institutional oversight.

Streamlined products and services

We provide a streamlined experience by assigning a specialist team to manage your complete institutional relationship. Clients gain sophisticated oversight through our Wealth Management Online platform, which features integrated reporting for alternative investments and proactive notifications for capital changes. Supported by comprehensive cash management and dedicated trade settlement services for third-party managers, our model ensures that every aspect of your financial operations is executed with precision and efficiency.

Benefits of Custody Services:

Security and Distancing

Utilizing a bank custodian ensures your securities are held in a secure, isolated, and segregated environment, effectively mitigating structural risk. Crestpoint Investment Bank adheres to stringent global custody guidelines, strictly prohibiting the lending or rehypothecation of client shares to ensure the highest level of asset integrity and safety.

Transparency

Through our continuous investment in secure data aggregation and evaluation, we provide a single, consolidated view of all asset transactions and valuations. This integrated reporting framework ensures you maintain full transparency and a comprehensive understanding of your portfolio’s performance and real-time value.

Partnerships

To optimize custody administration, we collaborate closely with your investment managers, principals, and advisors. This partnership facilitates the seamless management of income reporting, corporate actions, proxy voting, and global trade execution, ensuring that all cash management and administrative functions are perfectly aligned with your strategic objectives.