Your asset shield
We open a segregated custody account in the partnership’s name and connect an independent trustee for the second signature. Securities, cash and metals remain separate from Case Capital and the bank’s own balance sheet.
typical connection
At a glance
Custody Services
From $2K
one-time account opening
0.10–0.25%
annual assets-under-custody fee
T+0 / T+2
currency / securities liquidity
6 currencies
USD · EUR · ILS · CHF · GBP · AED
Who it is for
Built around a concrete capital task.
01
Entrepreneur, $3–10M
Reduce bank exposure with segregated ownership and CPA-confirmed reporting.
02
Family office, $20M+
Separate beneficiaries through sub-accounts under one audit.
03
Professional manager
Meet independent-custody requirements with dual signature and separate accounting.
The process
From first call to active structure.
15-minute call Asset analysis
1 daySign the offer Document checklist
1 dayUpload one file Checks and approvals
3–5 daysSign bank forms Open segregated custody
5–10 daysInitiate DVP or SWIFT Coordinate counterparties
By assetEnter your account Daily register and quarterly IFRS reporting
OngoingQuestions & fees
Important details, without the long read.
Stocks, bonds, ETFs, private equity and precious metals, with daily reconciliation and DVP/RVP settlement.
Typically T+2 for securities and T+0 for currency. After clearing, funds leave the same day with dual approval.
It is held by the manager and trustee. It is not published by the ISA.
The trustee co-signs transactions, verifies accounting and tax transfers, but does not own the assets.
Opening from $2,000 once · annual custody 0.10–0.25% of assets under custody. Final terms depend on the service, counterparties and the client’s legal and tax position.
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