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Specialty Banking

Financial Institutions Banking

Financial Institutions Banking

The Financial Institutions Group understands the unique depository, liquidity and cash management needs of financial services companies. We take a relationship-based approach to provide solutions across all levels of the asset management structure including: Principal/Employee, Management Company, Fund and Asset.

Who do we serve?

Asset Managers
Broker-Dealers
Commodity Trading Advisors
Family Offices

Financial Exchanges
Financial Sponsors
Fund Administrators
Fund of Funds

Futures Commission Merchants
Hedge Funds
Proprietary Trading Firms

What services do we provide?

Capital Markets¹

Foreign Exchange Spots and Forwards
Interest Rate Derivatives

Credit²

Capital Call Facilities
Loan Syndications
Management Company Lines of Credit
Subscription and Redemption Facilities

Custodial and Escrow

Custodial and Safekeeping Services
Corporate Agency Investment Services
Deposit Account Control Agreement
Corporate Agency Investment
Qualified Custodian Services

Disbursement and Receipts

Commercial Card
Domestic and International Wire Transfers
SWIFT (MT103s)

Information Reporting

Business NetBanking (Online Banking)
Current and Prior Day Reporting
File Transfer Protocol (FTP)
SWIFT (MT900s, MT910s and MT940s)

Liquidity

Certificates of Deposit
Demand Deposit Accounts
Earnings Credit Rate (ECR)
Money Market Savings Accounts

Private Banking²

Residential Financing
Partner Lines of Credit

Retirement Plan Services¹

401k Services
Advisory and Custody
Consulting (401k, Profit Sharing, Pension)

For more information, contact:

Matt Logan
Managing Director
312-564-3837 Opens your phone app.