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As a leading wealth management firm, we offer proactive expert advice and comprehensive capabilities including financial planning, investment management, private and business banking, trust and estate services, philanthropic advisory, online services and family office solutions.
Go To Wealth Management
We provide asset administration and trust and fiduciary services to exceptionally wealthy families, their family offices and their foundations and endowments. We deliver high-touch personal service, underpinned by institutional-strength operational capabilities.
Go To Wealth Management
We provide asset administration and trust and fiduciary services to exceptionally wealthy families, their family offices and their foundations and endowments. We deliver high-touch personal service, underpinned by institutional-strength operational capabilities.
Go To Wealth Management
We provide asset administration and trust and fiduciary services to exceptionally wealthy families, their family offices and their foundations and endowments. We deliver high-touch personal service, underpinned by institutional-strength operational capabilities.
Go To Wealth Management
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Institutional
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Go To Institutional
Individual
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
Go To Individual
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation, responsible investing and investment programme oversight.
Go To Asset Management
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
Go To Asset Management
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
Go To Asset Management
Learn about asset management solutions incorporating equity and fixed income products that employ active, passive or quantitative investment approaches, manager of managers oversight programs including alternatives exposure, as well as transition management and securities lending services.
Go To Asset Management
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
Go To Asset Management
Learn about asset management solutions incorporating equity and fixed income products that employ active, passive or quantitative investment approaches, manager of managers oversight programs including alternatives exposure, as well as transition management and securities lending services.
Go To Asset Management
Discover our asset management solutions and investment capabilities in index management, active equity and fixed income. Also learn more about our tailored expertise including benchmark customisation and responsible investing.
Go To Asset Management
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Learn more about asset servicing solutions including global custody, investment operations outsourcing, fund services for traditional and alternative funds, cross-border pooling, investment risk and performance analytical services, securities lending, transition management and treasury services.
Go To Asset Servicing
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Go To Asset Servicing
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Go To Asset Servicing
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Go To Asset Servicing
Learn about asset servicing solutions including cross-border pooling, fund services for traditional and alternative funds, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending, transition management and treasury services.
Go To Asset Servicing
Learn more about asset servicing solutions including global custody, investment operations outsourcing, fund services for traditional and alternative funds, cross-border pooling, investment risk and performance analytical services, securities lending, transition management and treasury services.
Go To Asset Servicing
Learn more about asset servicing solutions including global custody, investment operations outsourcing, fund services for traditional and alternative funds, investment risk and performance analytical services, securities lending, transition management and treasury services.
Go To Asset Servicing
 
 
 
 
 
 
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Find definitions to many financial terms.

Please select the first letter of the word you are looking for, then scroll the page to find that word.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Realtor
A designation given to a real estate broker or sales-associate who is a member of a board associated with the National Association of Realtors or with the National Association of Real Estate Boards.

Refinance
(1) The renewing of an existing loan with the same borrower and lender.
(2) A loan on the same property by either the same lender or borrower.
(3) The selling of loans by the original lender.

Registrar of Deeds
A term used in some states to describe the person in charge of recorded instruments. More commonly called a recorder.

Remainderman
In the case of a trust, this term refers to the individual who will receive the principal of a trust when final distribution takes place.

RESPA (Real Estate Settlement Procedures Act)
A federal statute effective June 20, 1975, requiring disclosure of certain costs in the sale of residential (one to four family) improved property which is to be financed by a federally insured lender.

Return
Profit earned by a capital investment or other type of security.

Revocable Trust
A type of trust that can be terminated by the settler (the opposite of an irrevocable trust).

Risk
The chance that an investment could lose or fail to maintain value.

 
 
 
 
 
 
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