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Bankers Trust

Bankers Trust
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Custody Services

Business and institutions of all sizes look to BTC Wealth Management for our expertise in Custody Services. As an institution with responsibility for over $4.5 billion in client assets, and backed by over $100 million in equity capital, we have the scale to be an ideal partner in me​eting your organization's custody needs.

Our Custody Services encompass a broad range of solutions. Tying them together is a common function of holding property in safekeeping and keeping our clients informed of their property's status and value. From this common root, our Institutional Custody Services encompass:

  • Security Custody & Accounting
  • Business Escrow Services
  • 1031 Tax-Deferred Exchange
  • Trust Assistance Program

Each custodial relationship is managed by an Institutional Trust Officer, who leads a team of on-site professionals who are dedicated to providing seamless administrative and accounting services. Whether it is processing security transactions, holding funds in escrow, or producing statements for a 401(k) plan's participants, we are committed to providing the timely and accurate service that you should expect from a leader.

Custody & Accounting Services

Most investment relationships use the services of a custodian to hold securities or other property and to maintain accurate records about those assets. When it comes to marketable securities, custodial services entail processing transactions, collecting and distributing interest or dividend payments, and generating account statements.

Bankers Trust is a leading provider of custodial services to retirement plans, endowments and other institutional investors. All of our custodial relationships are led by an Institutional Trust Officer who coordinates a team of professionals dedicated to ensuring the accuracy and timeliness of our services. Among our custodial capabilities are:

  • Security Safekeeping
  • Income Collection
  • Corporate Actions Processing
  • Automated Settlement
  • Customized Reporting
  • Online Account Access
  • Securities Lending
  • Derivative Securities Processing
  • Performance Measurement

As an 93 year-old institution with fiduciary or custodial responsibility for more than $4.5 billion in client assets, Bankers Trust is an ideal partner to fulfill your organization's custody needs.

Business Escrow Services

Complex financial transactions can often be facilitated by the use of an escrow arrangement. With an escrow, the parties to a business transaction utilize a neutral third party to hold cash or other property until the transaction is completed. After the parties have met their respective obligations, the escrow agent disburses the funds in accordance with the escrow agreement.

Among the many uses of Business Escrow Services are:

  • Real Estate Transactions
  • Section 1031 Tax-Deferred Exchanges
  • Contractor Retention
  • Business Mergers and Acquisitions
  • Pending Litigation Reserves
  • Licensing Agreements
  • Environmental Reserves
  • Impoundment
  • Franchises
  • Public and Private Subscription Offerings

Our Institutional Trust Officers can help you evaluate the usefulness of business escrow arrangements and can also manage their implementation and administration. As an 85 year-old institution with fiduciary or custodial responsibility for more than $4.5 billion in client assets, Bankers Trust is an ideal partner to fulfill your escrow needs.


Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.