Today’s successful family offices and wealth managers must be agile as they develop capabilities to embrace highly personalized service in combination with technology-enabled advice. Data-driven decisions are key to the formulation of differentiated client engagement and investment strategies in a highly competitive market. And the increasing importance of sustainability—in addition to investment performance—must be front and centre—in managers’ deliberations.
As a leading provider of asset services to Canadian family offices and investment counsellors, RBC understands the unique opportunities and challenges facing this important sector. Our comprehensive custody solution enables wealth managers to focus on what they do best—meeting the needs of their high net worth clients. We add value through our:
- Strength and stability, including RBC’s high credit ratings1 and position as Canada’s largest bank2
- End-to-end solution with accuracy, timeliness and responsiveness as cornerstones of our service offering
- Security of client assets, which are segmented from RBC Investor & Treasury Services’ corporate assets
- Flexible online portal that supports our clients’ reporting and data requirements
ICS Online
Enhanced online reporting solutions for investment counsellors – providing rapid access to data and improved clarity, oversight and reporting on portfolios.
Our Products & Services
Custody
› Global custody
Entitlements
› Corporate actions
› Income reclamation
Our Credentials
- Standard & Poor’s (AA-) and Moody’s (Aa1) legacy senior long-term debt ratings of Royal Bank of Canada as of August 23, 2022
- Market capitalization of Royal Bank of Canada as at January 31, 2022
- Highest Global Average (Unweighted), Global Investor ISF Global Custody Survey, 2022
- R&M Investor Services Survey, 2022
- Asset Servicing Times, 2021