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Investor Services

Wilby Securities Investor Services offers asset servicing and advanced technology solutions to leading global asset gatherers. Our focus is on a limited number of clients who seek an engaged partner to gain a competitive advantage. Each client receives personalized and customized services along with cutting-edge technology.

As a privately held company without the distractions of external shareholders, WS is wholly devoted to our clients. We collaborate closely with them to address their most significant concerns, set them apart from competitors, and achieve their growth goals.

Clients rely on WS to discover value, simplify risk and complexity, and expand their businesses. Our commitment to delivering superior service is evident, and clients consistently rank us as their top global service provider, turning to us for solutions to new and challenging situations.

Investor Services_Custody & Fund Services Custody & Fund Services

Ensuring the accurate trade settlement, safekeeping, reporting and administration of our clients’ most complex funds and asset types

Specialist Expertise Specialist Expertise

Providing accurate transaction settlement, safekeeping, reporting, and administration of our clients' most complicated funds and asset kinds

Investor Services_Markets Markets

Offering foreign exchange trading, currency administration, and securities lending solutions with a focus on execution quality and industry-leading operational efficiency, transparency, and customer control

Investment Operations & Technology Solutions Investment Operations & Technology Solutions

Providing important components of our technological platform to clients as SaaS, IaaS, and fully outsourced services