Pershing’s offering is an open architecture, customisable solution that provides advisers and Financial Planners with a single point of custody and asset administration for all asset classes. The solution includes an advanced adviser workstation with an integrated portfolio management system and investor portal.

The service draws on Pershing’s experience in the US Registered Investment adviser market and is designed to meet the needs of growth-oriented, professionally managed advisers and planners who serve clients with complex financial lives.

The new model custodian was built with such advisers in mind, going beyond providing custody to act as a consultative partner, offering a complete range of solutions for addressing the key challenges of managing independent businesses. The service allows advisers and Financial Planners to put their brand first, including such offerings as customisable white-labelled statements, while benefiting from Pershing’s resources and dedication to service.

Pershing been a sponsor of the Institute of Financial Planning for several years and has recently upgraded to 24 Carat sponsorship to coincide with the official launch of the new model custodian service.

IFP members are some of the best qualified advisers in the profession and many fit the profile of our optimal clients. Pershing is therefore delighted to be associated with the IFP and to support the needs of professional Financial Planners. We work in a consultative way, partnering with advisers and planners to help them grow their businesses.

By sponsoring the IFP we aim to make it easy for members to understand the Pershing offering, to keep members updated as we develop new solutions and practice management tools and to get valuable feedback from members through surveys and workshops.

The recent IFP conference held at Celtic Manor was a great opportunity for us to talk to lots of IFP members which we welcomed. It was great that so many of you came along to talk to us and that our conversations generated a lot of interest and discussion about the Pershing service.

For more information visit www.pershing.co.uk or call Nigel Armstrong on 020 7864 8933