State Street Global Services

Wealth Managers

About Wealth Manager Services

Overview

State Street’s Wealth Manager Services team has been providing unsurpassed custody services and related operations, technology and reporting solutions to trust companies, registered investment advisors and family offices for more than 25 years. With locations around the world, we support approximately 500 wealth managers with an estimated US$250 billion in assets under custody.

When you partner with us, you enter into a relationship that’s very different from a traditional vendor arrangement. No two clients have identical needs, and we take a highly tailored, consultative approach to every relationship, including:

> Involving you in the ongoing evolution of our technology and service offerings through annual Client Council meetings and feedback

> Monitoring your satisfaction and gaining insight through qualitative surveys and quantitative reporting of key operational metrics

> Promoting a cultural connection to your business through thought leadership and the exchange of ideas and best practices

> Implementing jointly developed service level standards targeted to your top business priorities

With State Street’s Wealth Manager Services team, you benefit from the dedicated service and customized solutions of a boutique firm with the scale and breadth of a global financial services institution. For example, your firm can leverage our:

Global network/custody of all asset types — Our custody and accounting systems can handle virtually any asset type in any market

Technology investments — Typically, 20–25 percent of our operating budget is reinvested into IT each year. We’re able to take full advantage of the technology investment across the whole enterprise, including a platform designed specifically for wealth managers, State Street WealthConnect®

Comprehensive capabilities — Gain access to all State Street has to offer through your relationship with WMS, including brokerage, transition management, research and trading, FX services, exchange-traded funds, and much more

Innovation and thought leadership — From regulatory and compliance changes to industry dynamics, we share our thought leadership through our industry-leading Vision paper series, workshops, expert articles, SPDRS® University and other forums

Focus on risk — We offer stability, corporate and division-level risk as well as compliance teams, external and internal audits, and daily reconciliation with strong management oversight to keep your business one step ahead of any regulatory changes

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