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Wealth Management & Trust


Butterfield’s Investment Services department provides custodial services, including the purchase and sale of securities on the Bermuda Stock Exchange and all major international markets. We offer both local
safekeeping facilities and asset holding via our global sub-custodians, The Bank of New York Mellon and Brown Brothers Harriman.


Our services include:


  • Safekeeping of assets
  • Processing of stock dividends, rights issues, bonus issues or other corporate reorganisation issues
  • Income collection (dividend and bond interest)
  • Monthly or quarterly statements


The following service areas comprise Butterfield Investment Services:


Securities Settlements

We settle various investment transactions in more than 80 markets via the JP Morgan Chase network.
Transactions include equities, fixed income, CMOs, etc.  We also hold direct investments in funds, and
funds of funds via our nominee company, Field Nominees Limited.


Cash & Deposits, Data Processing

Fixed deposits, foreign exchange dealing and data processing are executed via the Cash & Deposits unit.


Corporate Actions
Processing of all corporate activity including:  rights issues, tender offers, stock dividends, stock splits
and cash dividends.


Client Administration

The Client Administration team liaises directly with clients to complete authorised instructions.  Each
account is allocated an administrator, officer and an AVP to ensure full coverage. This team is also
responsible for reporting on assets held on a monthly or quarterly basis, as directed by clients.


We are committed and dedicated to providing the highest level of expert and efficient service to our
clients at all times.


Custody Schedule of Charges

Contact us today.
For more information on Butterfield's custody services, please email Shane English CFA, CAIA, FRM , Vice President, Investor Services or call (441) 299 3972.




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