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Institutional Custody Services | Wilmington Trust
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Institutional Custody Services

Institutional Custody Services

Focus on meeting the goals of your organization while we take care of the rest. Call on Wilmington Trust to provide institutional custody, back office, administrative, and specialized accounting services for your organization— with personalized service and attention.

Domestic and global institutional custody services

We offer a full-range of domestic and global custody services to support investment management solutions for endowments, foundations, government agencies, private investment partnerships, Delaware and non-Delaware holding companies, and capital markets transactions.

Custody services include:
  • Asset safekeeping
  • Securities processing and settlement
  • Comprehensive reporting
  • Online statements and account access
  • Proxy and corporate action processing
  • Daily cash sweep
  • Custom interfaces
  • Annual SSAE 16 report

Find out how your organization can benefit from streamlined and professional management of your custody and administrative needs.

Services provided by Wilmington Trust, N.A.



Connie Jones
Connie Jones
Vice President
716-842-5617
Email Connie
Mary Alice Avery
Mary Alice Avery
Vice President
302-636-6127
Email Mary Alice
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© 2020 M&T Bank Corporation and its subsidiaries. All rights reserved.

Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation's international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates.

Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

WTIA, WFMC, and WTIM are investment advisers registered with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender

 Investment and Insurance Products
  • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value