Servicing Asset

How Can Asset Servicing Improve Financial Efficiency?

Manage your assets more effectively with our custom worldwide custody and depositary solutions.

Servicing Asset

Custody Services

Annual Fee: 0.10% of assets under custody

Understanding that managing institutional wealth takes accuracy, efficiency, and a strong eye for detail is something that we at MassWetlands Financial Group are well aware of. Because of this, we provide holistic Asset Servicing solutions that are intended to streamline your operations and improve the management of your portfolio.

We acknowledge that over time, your personal circumstances and aspirations may undergo modifications. Hence, comprehending your present circumstances, goals, and forthcoming requirements shall constitute our foremost objective.

In collaboration with you, we establish a customized approach to meet your specific wealth planning needs after gaining a thorough comprehension of them. Subsequently, this approach is executed utilizing the MassWetlands product and service platform, which capitalizes on the knowledge of both our internally sourced specialists and meticulously chosen external experts.
International custody
Take advantage of streamlined and consolidated storage and management for all of your assets, while maintaining the freedom to choose your own asset managers, exchange brokers, and third-party suppliers.
Depositary Bank Services
Delegate the responsibility of safeguarding your Swiss or foreign collective investment plans to us, guaranteeing the protection and honesty of your investments.
Customized Reporting
Gain access to tailored reporting tools that enable seamless monitoring and analysis of performance, risk, and compliance.

What factors influence the decision to utilize asset servicing?

Efficiency
Centralizing the custody and administration of your assets saves time and streamlines operations, allowing you to focus on core activities and strategic decision-making.
Control
Take advantage of a unified platform that offers extensive reporting and monitoring features, allowing you to have better control and visibility over your assets.
Transparency
With our advanced digital reporting tools, you can stay updated on your individual and consolidated portfolios, providing you with a complete overview of your current financial status.

How It Works:

Our method starts with a thorough assessment of your requirements, goals, and preferences by your assigned relationship manager. We use a thorough examination to develop a personalized asset servicing solution that precisely matches your objectives, whether it is a modular approach or a specifically specialized solution.

During the whole process, your relationship manager will provide assistance, supervising the deployment of the solution and ensuring that your requirements are quickly and effectively fulfilled. Additionally, a committed account manager oversees the daily operations, providing tailored support and help as needed.
Partnership
We prioritize the establishment of robust and cooperative partnerships with our customers, immediately and adaptively addressing their evolving demands and goals.
Technology
Our advanced platform offers effortless connection and immediate access to up-to-date data, enabling you to make well-informed choices and take prompt action.
Security
We emphasize the security and confidentiality of your assets at all times by strictly following compliance rules and providing in-house services.

Frequently Asked Questions

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You can trade a wide range of major and minor currency pairs. The spreads start at 0.20% for major pairs, making it cost-effective for frequent traders looking to capitalize on currency market movements.

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You can trade a wide range of major and minor currency pairs. The spreads start at 0.20% for major pairs, making it cost-effective for frequent traders looking to capitalize on currency market movements.

Edit Content

You can trade a wide range of major and minor currency pairs. The spreads start at 0.20% for major pairs, making it cost-effective for frequent traders looking to capitalize on currency market movements.

Edit Content

You can trade a wide range of major and minor currency pairs. The spreads start at 0.20% for major pairs, making it cost-effective for frequent traders looking to capitalize on currency market movements.