State Street Global Services

Wealth Managers


As the demands of your high-net-worth clients grow, both in scope and sophistication, you need more than a service provider ― you need a partner. With our unique combination of proprietary and third-party technology solutions, business focus, and financial strength, State Street has become the outsourcing, custody and accounting partner of choice for wealth managers.

The latest technology backed by unrivaled expertise

Our focus on investment servicing means that the more than 500 professionals in our Wealth Manager Services (WMS) group have developed unparalleled industry and operational experience specific to the wealth management market. Today, WMS supports more than $250 billion in assets under custody and administration for 500 high-net-worth customers. We service more than 90,000 accounts and process more than 5 million trades annually.

We deliver outsourcing and investment servicing solutions for all areas of the wealth management market, including:

> Registered Investment Advisors and Wealth Managers

> Trust Companies and Wealth Banks

> Private Wealth Management Firms

> Single- and Multi-Family Offices

Using our services, you can streamline operational and administrative processes, and dedicate more time and resources to your core competencies. With the support of a dedicated State Street team, you can reduce costs, manage risk, focus on investment performance, and provide superior service to your high-net-worth clients. For more information on our services, visit


Related Downloads

How Wealth Advisors Can Differentiate Themselves in Today’s Commoditized Market

Product Profile

Product Profile