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.
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.
Online, real-time reporting including performance and analytics. Access to a wide variety of reporting formats and frequencies.
Trades are reviewed, settled and reconciled daily. Trades are monitored versus client guidelines and any exceptions are resolved.
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.