At Schwab Advisor Services™, we know that working with the right custodian has never been more important.
You can count on us to deliver everything you need for custody and beyond, including:
• Innovative technology and wealth management solutions to help you drive growth and strengthen client relationships
• 3,000+ employees who wake up every day to help support our 15,000+ independent advisory firms
• Business consulting and education programs to help you grow on your terms
And the best part? We’re just getting started. Learn more at advisorservices.schwab.com.
Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”).
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At Saxo we believe that when you invest, you unlock a new curiosity for the world around you.
Saxo was founded in Copenhagen, Denmark, in 1992 with a clear vision: to make global financial markets more accessible. In 1998, we launched one of Europe’s first online trading platforms, giving investors direct access to professional-grade tools and global financial markets.
Today, Saxo is a Systemically Important Financial Institution (SIFI) with an investment-grade credit rating of A- from S&P. For more than three decades, we have continuously evolved our award-winning platforms, providing regulated and reliable access to more than 71,000 financial instruments across global markets.
As one of the world’s first fintechs, Saxo continues to invest in technology to deliver a leading investing and trading experience for clients and partners. Headquartered in Copenhagen, Saxo serves more than 1.7 million clients and over 400 partners globally, with client assets exceeding DKK 1 trillion.
As part of J. Safra Sarasin Group, we benefit from the strength, stability, and long-term perspective of a 185-year-old banking institution, while continuing to drive fintech innovation.