Investor Services

Helping institutional investors

What we do

We provide investor service solutions to global institutional investors. We help clients clear and settle transactions, provide safekeeping for assets, manage collateral and finance investment activities.


clients supported across the Corporate & Investment Bank

Did you know?

We support investment activity across major asset classes in over 100 markets.

How we’re organized

Investor Services brings a unique combination of complementary businesses that, while distinct, work together to provide a seamless experience for institutional investors.

Product groups

- Custody & Fund Services: Supports clients’ investment activities across global markets through safekeeping and servicing of assets while supporting clients in fund accounting, transfer agency and trust and fiduciary services.

- Prime Services: Provide clients with a comprehensive suite of services including cash, synthetic and repo financing, securities lending, derivatives clearing, collateral management and consulting, to help our clients achieve their business goals around the globe.

Sales groups

Our Sales teams are focused on originating new client business and managing and growing Investor Services’ existing client relationships. The teams are split by institutional investor segments, including:
- Asset managers
- Alternative investors
- Banks and broker-dealers
- Corporations
- Governments
- Insurance companies
- Pension funds
- Sovereign wealth funds


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