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What institutional custody solutions are available to my firm?

In order to meet our clients’ needs, we developed two custody options: a full-service solution and a document-only solution.

The Custody Rule requires that assets held by an independent custodian be held in a separate account under the client/fund name. However, some custodians require that cash and securities be re-registered in their name. At Kingdom Trust, clients may elect to maintain the cash and securities in the client/fund name or re-register cash and securities in Kingdom Trust’s name for the benefit of the account holder.

Kingdom Trust will either act as sole custodian taking full custody of cash and securities or work in concert with an additional custodian if requested or required by the institution. This is an important distinction for many institutions.

Our firm provides custody for advisorsfund managers, family offices, financial institutions, marketplace lending and crowdfunding platforms, and individual investors. These solutions include escrow servicesglobal custody, pooled investment vehicle (PIV) custody and custody of underlying individual accounts, including IRAs and other retirement accounts, separately managed accounts (SMAs) and taxable accounts.