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?

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Capital Markets1

  • Foreign Exchange Spots and Forwards
  • Interest Rate Derivatives
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  • Capital Call Facilities
  • Loan Syndications
  • Management Company Lines of Credit
  • Subscription and Redemption Facilities
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Custodial and Escrow

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

  • Commercial Card
  • Domestic and International Wire Transfers
  • SWIFT (MT103s)
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Information Reporting

  • Business NetBanking (Online Banking)
  • Current and Prior Day Reporting
  • File Transfer Protocol (FTP)
  • SWIFT (MT900s, MT910s and MT940s)
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  • Certificates of Deposit
  • Demand Deposit Accounts
  • Earnings Credit Rate (ECR)
  • Money Market Savings Accounts
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Private Banking2

  • Residential Financing
  • Partner Lines of Credit
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Retirement Plan Services1

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

For more information, contact:

Joe Wicklander
Managing Director

Matt Logan
Managing Director