Institutional custody services
Comprehensive solutions for safeguarding your assets
Our dedicated institutional custody team helps manage large and complex pools of assets for corporate, government, and nonprofit clients. This team brings the experienced management, operational capabilities, and internal control procedures designed to support a wide range of custodial needs for institutional clients.
Combined with our core Regions philosophy of building lasting relationships, we utilize an advanced online system and flexible reporting capabilities as part of our comprehensive suite of services.
Custody capabilities and services1
We can provide integrated delivery of related services including compliance monitoring and cash management, as well as:
- Support of the safekeeping of client assets
- Tax and customized reporting
- Multiple statement and Schedule D reporting
- Governmental reporting
- Ad hoc reporting
- Benefit payment services
- Daily valuations
- Trade clearance & settlement
- Corporate action processing
- Third-party interfacing
- Online access
To learn more about our custody services, please contact our team.
Why choose Regions for institutional custody services
Broad variety of clients served
We leverage the deep insights of our team to serve clients with complex needs, including:
- Public funds
- Unions
- Investment managers
- Corporations
- Healthcare providers
- Endowments & foundations
Financial stability and strong oversight
Using a bank for business custody services provides protection of clients assets through:
- Financial stability and security
- Helping ensure regulatory compliance
- Comprehensive asset servicing
- Technology and global infrastructure
- Access to comprehensive banking services
Comprehensive reporting capabilities
- Multiple formats available, including market-to-market accrual-based statements
- Statements for multiple manager client relationships on a consolidated basis and individual manager basis
- Monthly, fiscal and annual statements
- Online access, allowing clients to download numerous account reports, including statements