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Custodians

Transparent, clean, and consolidated data. Fuelled by 80+ custodian banks.

Leverage WealthArc’s connection to a growing network of major custodian banks and third-party data providers.

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Aquila Bank
Switzerland
Switzerland
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Axion Bank/Banco Stato
Switzerland
Switzerland
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Axys
Mauritius
Mauritius
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BCV
Switzerland
Liechtenstein
Switzerland
Liechtenstein
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BIL
Switzerland
Switzerland
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BNP
Switzerland
Monaco
Switzerland
Monaco
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Banca del Sempione
Switzerland
Switzerland
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Basler Kantonalbank
Switzerland
Switzerland
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Bendura
Liechtenstein
Liechtenstein
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Bonhote
Switzerland
Switzerland
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Bordier
Switzerland
Singapore
Switzerland
Singapore
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Brown Shipley
United Kingdom
United Kingdom
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CFM Monaco
Monaco
Monaco
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CIC
Switzerland
Switzerland
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Corner Banca
Switzerland
Bahamas
Switzerland
Bahamas
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Cramer
Switzerland
Switzerland
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Credit Suisse
Switzerland
Hong Kong
Singapore
Switzerland
Hong Kong
Singapore
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Deltec
Switzerland
Switzerland
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EFG
Switzerland
United Kingdom
Monaco and other EFG Entities
Switzerland
United Kingdom
Monaco and other EFG Entities
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Edmond de Rothschild
Switzerland
Switzerland
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HSBC
Switzerland
Luxembourg
United Kingdom
Channel Islands
Switzerland
Luxembourg
United Kingdom
Channel Islands
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IHAG
Switzerland
Switzerland
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ISP Securities
Switzerland
Switzerland
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Interactive Brokers
Switzerland
Miami
USA
Switzerland
Miami
USA
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Intesa Sanpaolo PB Morval
Switzerland
All other ISPBM Entities
Switzerland
All other ISPBM Entities
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J. Safra Sarasin
Switzerland
Monaco
Switzerland
Monaco
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J.P. Morgan
Switzerland
New York
USA
Switzerland
New York
USA
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Julius Baer
Switzerland
Bahamas
Guernsey
Monaco / Singapore
Switzerland
Bahamas
Guernsey
Monaco / Singapore
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LGT
Switzerland
Monaco
Singapore
Switzerland
Monaco
Singapore
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LLB
Switzerland
Switzerland
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Lombard Odier
Switzerland
Bahamas
Singapore
Switzerland
Bahamas
Singapore
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Luzerner Kantonalbank
Switzerland
Switzerland
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Mirabaud
Switzerland
Switzerland
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Neue Bank
Liechtenstein
Liechtenstein
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Northern Trust
Guernsey
Channel Islands
Guernsey
Channel Islands
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Pershing
United States
USA
United States
USA
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Pictet
Switzerland
Luxembourg
Spain
Switzerland
Luxembourg
Spain
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Piguet
Switzerland
Switzerland
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Rahn+Bodmer
Switzerland
Switzerland
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Reyl
Switzerland
Switzerland
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Rothschild & Co
Switzerland
Switzerland
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SYZ
Switzerland
Switzerland
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Santander
Switzerland
Bahamas
Switzerland
Bahamas
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Schroders
Switzerland
Switzerland
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Societe Generale
Switzerland
Switzerland
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St. Galler Kantonalbank
Switzerland
Switzerland
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Swissquote
Switzerland
Switzerland
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UBP
Switzerland
Monaco
Bahamas
Switzerland
Monaco
Bahamas
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UBS
Switzerland, Monaco
Italy
Singapore, Hong Kong
Germany
Switzerland, Monaco
Italy
Singapore, Hong Kong
Germany
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VP Bank
Switzerland
Liechtenstein
Singapore
Switzerland
Liechtenstein
Singapore
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Vontobel
Switzerland
Switzerland
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Zuger Kantonalbank
Switzerland
Switzerland
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Zürcher Kantonalbank
Switzerland
Switzerland
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We introduce 5+ new custodians every quarter.

Electronic Documents

Bank/API
Account
statements
Advice
Portfolio
statements
Tax
reporting
Transaction
matching
Transaction
receipts
Credit Suisse
Julius Baer
Lombard Odier
UBS
Vontobel

Direct Trading

Bank/API
Locations
Julius Baer
Switzerland, Bahamas, Singapore
Pictet
Switzerland, Luxemberg, Spain
UBS
Switzerland, Monaco, Singapore
Vontobel
Switzerland

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WealthArc clients enjoy a seamless 4 week onboarding period as our team manages the process from end to end. Simply connect us with your bank’s relationship manager, and we’ll do the rest.

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Initial setup

We set up your Microsoft servers and create logins, upload your logo, asset tree, investment guidelines, and strategies in the system.

48 hours
Connect to custodian

Your dedicated onboarding
team opens the connections to
your custodian banks.

2-3 weeks
Portfolio data upload

We upload your portfolio data in the system from an Excel template.

2-3 days
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estimation required
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4-5 weeks
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