New Partnership Serves High Net Worth Clients with Sophisticated Needs
KeatsConnelly has selected RBC Advisor Services as its new custody platform of choice. RBC Advisor Services is a division of RBC Capital Markets, LLC, a wholly-owned subsidiary of Royal Bank of Canada (RBC), one of the world’s largest banks with a reputation for providing sophisticated solutions for high net worth clients. RBC Advisor Services offers premier custodian, brokerage and wealth management solutions.
This partnership will have a major impact on our current and future clients. RBC is a Canadian bank and many of our cross-border clients already have accounts with them, which means they will be aware of RBC’s integrity and financial stability. As one of the largest cross-border wealth management firms in North America, the commitment we have to our clients will match RBC’s high-touch approach to serving its customers. This relationship allows us to augment our wealth management platform with the resources of RBC Advisor Services as its custodian of choice.
About RBC Advisor Services
RBC Advisor Services offers premier custodian, brokerage and wealth management solutions to meet the complex needs of elite financial advisors serving high net worth clients. A leader in the US brokerage industry since 1909 and a custody and clearing leader since 1979, RBC specializes in delivering personalized, high-touch service to help advisors manage their clients’ wealth and meet their business objectives.