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Global Custody and Escrow Services

A comprehensive suite of solutions, delivered locally.
Speak with an Advisor

Extensive resources delivering personalized, responsive service.

Leveraging the services of our trusted partner, Bank of New York Mellon, we provide a comprehensive range of solutions built to safeguard and service client assets.

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Safekeeping of assets

Assets are held on a fiduciary platform in your organization’s name. They are not lent out or used by People’s United Bank.

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Custom reporting

Online, real-time reporting including performance and analytics. Access to a wide variety of reporting formats and frequencies.

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Transactional oversight

Trades are reviewed, settled and reconciled daily. Trades are monitored versus client guidelines and any exceptions are resolved.

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Local service

Tenured Relationship Managers are dedicated to our custody clients. We believe that local, relationship-driven service is central to success.

People’s United Advisors

We are investors. We are locally based throughout the Northeast and our clients are at the center of all that we do. People’s United Advisors offers wealth and investment solutions, customized to each client. We understand the investment and wealth space. We draw upon our tenured team’s expertise and the extensive resources of People’s United Bank to help clients navigate through their unique wealth challenges. As a fiduciary, we pride ourselves on acting in the best interest of our clients and providing each client with the uncommon expertise of People’s United Advisors.

Services Offered

  • Safekeeping of Assets
  • Trade Settlement
  • Daily Account Reconciliation
  • Corporate Action Communication and Processing
  • Accounting
  • Escrow agent
  • Performance Reporting
  • Proxy Reporting
  • Class Action Filing
  • Regulatory Reporting
  • Tax Reclamation and Source Relief
  • Securities Lending
  • Income Collection
  • Foreign Exchange Services
  • Multi-Currency Reporting
  • Sub Accounting Services

We're here to help!

People’s United Advisors brings uncommon expertise in the form of pragmatic, thoughtful wealth management solutions to individuals, families and organizations. Our experienced professionals work as a team, bringing specialized knowledge and solutions to the conversation.

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Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.

Investment Products are:

• Not Insured by FDIC or any Federal Government Agency
• Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
• May Lose Value

Form CRS - ADV Part 2A - Privacy Policy - Legal Disclosure - Wrap Fee Disclosure

© 2021 People's United Bank, N.A.