PRIVATE WEALTH • GLOBAL CUSTODY

Private Wealth. Institutional Custody. Global Capital Solutions.

Omni-Wealth delivers private banking, institutional custody and global wealth solutions designed to preserve, protect and grow capital across generations.

Institutional Asset Custody

Global Securities Settlement

Dividend & Corporate Actions

Dedicated Relationship Managers

INSTITUTIONAL SERVICES

Comprehensive Global Custody Solutions

Our institutional platform delivers end-to-end custody, settlement and asset servicing solutions for financial institutions, family offices, sovereign entities and investment managers.

Global Custody

Safekeeping of domestic and international securities across multiple markets.

Cross-Border Settlement

Efficient settlement services with access to major global financial markets.

Corporate Actions

Dividend processing, proxy voting, income collection and corporate action administration.

Investment Reporting

Detailed portfolio reporting with institutional-grade transparency and analytics.

Fund Administration

Operational support for investment funds, private equity and alternative assets.

Dedicated Relationship Management

Dedicated relationship managers providing bespoke guidance and institutional support across global markets.

PRIVATE WEALTH SOLUTIONS

Solutions Designed for Long-Term Wealth Preservation

Omni-Wealth delivers integrated custody, private banking and fiduciary solutions tailored to high-net-worth individuals, family offices and institutional investors.

Private Banking

Personalized banking supported by dedicated relationship managers and tailored liquidity solutions.

Securities Custody

Secure custody of equities, fixed income securities and alternative investment assets worldwide.

Wealth Advisory

Strategic portfolio guidance focused on capital preservation and long-term investment growth.

Trust & Estate Services

Comprehensive fiduciary and estate administration services designed to preserve generational wealth.

WHY LEADING CLIENTS CHOOSE OMNI-WEALTH

Institutional Strength. Private Attention.

Every custody relationship is supported by institutional infrastructure, global market access and dedicated professionals committed to protecting and administering wealth across generations.

$480B+

Assets Under Administration

Institutional custody and administration for diversified global investment portfolios.

80+

Global Markets

Settlement and custody coverage across developed and emerging financial markets.

99.98%

Settlement Accuracy

Operational precision backed by institutional controls and reconciliation processes.

120+

Countries Served

Supporting internationally diversified clients and cross-border investment activity.

24/7

Relationship Coverage

Dedicated client teams providing responsive service for complex custody requirements.

20+

Years of Experience

Trusted experience delivering secure wealth administration and institutional custody solutions.

Relationship Management

Dedicated advisors delivering bespoke banking, lending and long-term wealth strategies.

Investment Custody

Safekeeping and administration of domestic and international investment portfolios.

Trust Services

Estate administration, fiduciary oversight and multigenerational wealth preservation.

Global Reach

Integrated custody support across major financial centres and international markets.

SECURITY & TRUST

Your security is our highest priority.

Omni-Wealth combines advanced security technologies, trusted financial practices and continuous monitoring to help protect every account and every transaction.

256-bit Encryption

Every online session is protected using enterprise-grade encryption technology.

Fraud Monitoring

Continuous monitoring helps identify suspicious activity before it becomes a problem.

Biometric Login

Secure authentication with Face ID and fingerprint technology where supported.

Trusted Banking

Committed to responsible banking practices, transparency and long-term customer relationships.

Speak With A Specialist

Our specialists are ready to help.

Whether you have questions about your accounts, online banking or security, our team is here to assist you.

24/7 Customer Support

+1 (800) 555-OWBC

Email Support

support@omniwealth.online

Head Office

New York, USA

OMNI-WEALTH MOBILE

Institutional Wealth. In Your Pocket.

Access custody portfolios, authorize institutional requests, receive corporate action notifications, approve settlement instructions and securely communicate with your dedicated Omni-Wealth relationship team from anywhere in the world.

Biometric Secure Access

Multi-factor authentication with enterprise-grade protection.

Corporate Action Alerts

Stay informed about dividends, voting events and settlements.

Secure Approval Workflows

Authorize custody requests and investment instructions securely.

9:41
LTE

OMNI-WEALTH

Just now

Corporate Action Processed

International Equity Fund

+$4,520.00

PRIVATE WEALTH DASHBOARD

Demo Client

Institutional Custody Account

Assets Under Custody

$418,321.05

LIVE

Today's Change

+$2,846.18

YTD

+18.41%

Portfolio

Custody

Transfers

Messages

Portfolio Allocation

Updated Today
Equities 68%
Fixed Income 22%
Cash Holdings 10%

Dividend Received

International Equity Fund

+$4,520

Home

Markets

Alerts

Profile

INVESTMENT INTELLIGENCE

Insights That Move Capital.

Institutional reporting and portfolio intelligence designed to help clients monitor investment performance, custody activity and long-term capital preservation.

Portfolio Performance

↑ 12% vs last quarter
Global Equities +14.2%
Fixed Income +6.8%
Alternative Assets +11.5%

Asset Allocation

68%

Equities currently represent the largest allocation within the portfolio.

Custody Status

ACTIVE

All global custody accounts reconciled successfully.

GLOBAL PRESENCE

Supporting Global Capital Across Major Financial Centres

Omni-Wealth provides institutional custody, private banking and wealth solutions across the world's leading financial centres through an integrated global platform.

New York

London

Zurich

Dubai

Singapore

Hong Kong

Cross-Border Custody

Institutional safekeeping across major international markets with integrated reporting.

Multi-Currency Settlement

Efficient settlement and cash movement across multiple currencies and jurisdictions.

Local Market Expertise

Regional specialists supporting institutional investment activity around the globe.

24/7 Global Coverage

Relationship teams available around the clock to support complex global custody operations.

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Omni-Wealth Bank

Welcome back, User!

Review your custody portfolio, wealth relationship and institutional activity.

Relationship ID 021000021
Client Reference 88492015

Primary Custody Relationship

$0.00
Custody Active
Account Number: OWB-0000000000
Assets Under Custody: $0.00

Client Portfolio Overview

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Global custody services operational

Available Balance

$0.00

Monthly Income

+$48,900

Monthly Expenses

-$11,240

Credit Status

Excellent

Recent Activity

Transaction Ledger

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Date Type Sender Receiver / Account Narration Amount Status

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IP Access Code: 198.162.40.12