Our relationship with the IFP provides us with a welcome opportunity to communicate directly with professional Financial Planners and Paraplanners right across the UK.
Our New Model Custodian solution provides customisable custody, administration, portfolio management and trading support solutions for clients across the UK and Channel Islands.
Managing over £38bn of customer assets and representing 477,000 investors, Pershing provides a comprehensive front, middle and back office solution which frees up wealth managers, Financial Planners and advisers to focus on their core business which is working on client relationships, providing a Financial Planning service and investment advice.

Our solution is open-architecture and multi- currency, covering all major asset classes including funds, investment trusts, ETFs, bonds and equities. As a custodian, the protection of client assets including cash is an integral part of our solution.
Pershing recognises that each of our wealth management and Financial Planning clients will have differing sets of challenges and concerns and so we start by talking about their business and growth strategy.
Developing understanding of our clients' business objectives is the first step in establishing a proactive partnership that will deliver real value.
We help clients with regulation, succession planning, technology and changing client demands to ensure they can develop clear business plans and strategy and attract and retain profitable relationships.
Our market is changing rapidly and we are experiencing strong demand for our services as companies seek to address increased regulation and risk management requirements.
We strongly believe professionally- managed, growth-orientated companies who serve investors with complex financial lives will benefit most from the changes resulting from the Retail Distribution Review (RDR) which comes into force from January 2013. Our focus is on helping these clients grow their businesses.
Our New Model Custodian offering builds on Pershing's existing wealth management solution, as well as Pershing's longstanding experience in the US serving Registered Investment Advisers (RIAs) to provide high quality front-to-back office solutions to the UK financial market.