Corporate Trust & Custody Services

Comprehensive and customized solutions for Municipal, Corporate, Not-for-Profit Entities and other Institutional Funds.

Associated Bank’s Corporate Trust and Custody Services assists companies and institutions, municipalities and not-for-profit entities manage various financial needs from safekeeping assets and trade management, escrow services to debt issuance management.

Associated Bank Corporate Trust Services Available

Corporate Trust Services

Partnering with you on your financial needs and satisfying regulatory requirements.

Safekeeping Assets: One of the fundamental aspects of Associated Bank's Corporate Trust Services is the secure safekeeping of assets. Whether it's safeguarding physical documents or ensuring the integrity of digital assets, the bank provides a robust platform for clients to protect their valuables. This service is essential for businesses and organizations looking for a trustworthy custodian to manage their assets with the utmost care.

Trade Management: Efficient trade management is crucial for businesses aiming to optimize their financial operations. Associated Bank understands this necessity and offers a suite of services designed to streamline trade processes. From transaction execution to settlement, our knowledge in trade management ensures that clients can focus on their core activities while leaving the complexities of financial transactions in capable hands.

Escrow Services: Associated Bank's Corporate Trust Services extend to offering reliable escrow services. These services play a pivotal role in facilitating secure transactions, especially in scenarios where a third party is required to hold funds or assets until specific conditions are met. Whether it's a merger and acquisition deal or a real estate transaction, our escrow services provide a level of trust and security that is crucial for successful financial transactions.

Debt Issuance Management:

For companies and organizations seeking to raise capital through debt issuance, we offer comprehensive debt issuance management services, guiding clients through the intricate process of issuing bonds or other debt instruments. This includes everything from structuring the issuance to managing compliance and reporting requirements, ensuring a smooth and efficient capital-raising process.

Tailored Solutions for Various Entities:

Associated Bank understands that financial needs vary across different entities. Whether it's a corporation, municipality, or not-for-profit organization, we tailor our Corporate Trust Services to meet the specific requirements of each client. This personalized approach sets Associated Bank apart, fostering long-term relationships built on trust and understanding.

Contact our experienced Corporate Trust Team to learn more.

Molly M Carlson, Senior Vice President
Corporate Trust Manager
 
920-433-3122 
Molly.Carlson@AssociatedBank.com

Eric Wied, Vice President
Fiduciary Officer

920-433-3275
Eric.Wied@AssociatedBank.com

  • Investment, Securities and Insurance Products:

    NOT
    FDIC INSURED
    NOT BANK
    GUARANTEED
    MAY
    LOSE VALUE
    NOT INSURED BY ANY
    FEDERAL AGENCY
    NOT A
    DEPOSIT

     

  • Associated Bank and Associated Bank Private Wealth are marketing names AB-C uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of AIS; deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); investment management, fiduciary, administrative and planning services are offered through Associated Trust Company, N.A. (ATC); and Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates. AIS, ABNA, ATC, and KAM are all direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation.