Since 2001, State Street has maintained a dedicated Wealth Manager Services (WMS) group focused on providing a full range of solutions to meet the operational, customer support and investment servicing needs of wealth managers.

Using our services, you can streamline your operational and administrative processes and dedicate more time and resources to your core competencies, helping you reduce costs, manage risk and provide superior customer service.

Across the spectrum of wealth management servicing firms from single- and multi-family offices to registered investment advisors to trust banks and private banking firms State Street offers the high-touch service that customers find at a boutique firm, backed by the comprehensive service offering and scale of a large financial service provider.

Services for Trust Companies, Banks and Private Wealth Management Firms

How do trustee and private wealth organizations keep up with expanding regulatory requirements, generate efficiencies, reduce costs and improve their offering to their wealth clients? Increasingly, through outsourcing. By delegating components of your front-, middle- and back-office functions to a proven partner like State Street, you can increase your focus on asset acquisition and growth, client service and investment management — all with the confidence that your accounting and custody infrastructure and service is robust, scalable, market-proven and managed in accordance with your business requirements

Services for Registered Investment Advisors

In today's rapidly changing global environment, making investment management decisions for ultra-wealthy clients is increasingly complicated. As clients look to you for more innovative ways to generate investment returns, having access to information delivered through sophisticated technology platforms is more important than ever. Investment advisors rely on State Street’s expansive global network, expertise with alternative and derivative asset types and the most highly automated straight-through processing environment in the industry.

Your high-net-worth clients demand responsiveness, sophisticated solutions and a seamless process. But meeting those demands has become all the more challenging as you face a rapidly changing financial environment with new requirements and added complexity. This is where an experienced investment servicing provider like State Street can add real value. Our global platform, comprehensive product suite, and strong risk and privacy controls help family offices create the exact solution required for each client.