State Street Global Services

Wealth Managers

Investment Management and Brokerage Services

Overview

Leverage our scale, thought leadership and forward-thinking investments into technology and products to support your business, now and in the future.

We work collaboratively with other State Street teams across the company to deliver optimum solutions with a “one dedicated client service team” approach. Your relationship manager will advocate on your behalf within the larger organization to streamline service delivery.

Some products you may consider leveraging through your Wealth Manager Services solution with State Street include:

> Investment management solutions 

> Exchange traded funds

> Index strategies 

> Office of the Fiduciary Advisor 

> Brokerage solutions 

> Execution services 

> Foreign exchange services 

> Transition management services 

For more information about these and other Wealth Manager Services solutions, please contact:

Peter Thurmond
Senior Vice President
+1.617.664.6676
peter.thurmond@statestreet.com

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