Our Partners
Multi-Custodial Framework
Through our independent platform, we provide access to multiple leading financial institutions and advanced technology solutions. This structure allows us to work with top-tier custodians while maintaining our independent perspective.
Our relationships with respected financial institutions provide clients with institutional-caliber services, robust security protocols, and comprehensive reporting capabilities.
Sanctuary connects us with an established network of global custodians and industry experts who share our commitment to client-focused service.
$49.5 trillion
assets under custody and/or administration
$2T
assets under management
+2.5T
in global client assets
$2.0B
net capital
+$2.6 trillion
assets under supervision (AUS)
+1.8k
investment professionals
+100
languages spoken
$7.65 trillion
total client assets
34.3 million
active brokerage accounts*
1.8 million
banking accounts*
Nearly 15,000
RIAs served**
36,000
total employees
*as of May 31, 2023 on a monthly basis
**as of March 31, 2023. Updated on a quarterly basis
$14.1 trillion
assets under management
51.5 million
individual investors
$5.5 trillion
total discretionary assets
Independence
Our multi-custodian platform provides access to multiple financial institutions, allowing us to consider solutions based on your specific needs and objectives.
Capability
We utilize professional trading infrastructure and advanced technology systems to support sophisticated wealth management strategies across markets.
Reach
Through established relationships and technology, we help facilitate international market access and navigate cross-border considerations for our global clients.
Security
We work with institutions that maintain rigorous security protocols and multiple layers of protection designed to safeguard client assets and information.