Get institutional services that match your organization.

Services

Investment Management

Your local relationship management team works closely with corporations, institutions, universities, government entities and non-profit organizations to develop and implement a comprehensive investment strategy based upon your organization’s goals, objectives and risk tolerance. Through ongoing monitoring and reporting, we ensure your portfolio is managed in compliance with your plan and you are kept informed of current market developments and investment alternatives.

We also offer customized, enhanced cash portfolios along with access to institutional share classes of money market and other short duration mutual funds to complement the Treasury Management options delivered through our banking partners.

Custody

Whether you direct your organization’s portfolio or engage one or more of our portfolio managers, Hancock Whitney offers custody services to meet all of your organization’s needs. We safekeep your organization’s assets with complete transparency so you always know exactly what you own. Our custody services also include trade settlement, income collection, independent asset valuation, and numerous other related services. All information is available in consolidated reports and online 24/7, so your accounts always reflect the most current status.

Escrow Services

Our escrow specialists have the professional expertise and experience required to act as a neutral third-party agent in financial transactions. We have the resources to accommodate a wide range of investment options and the flexibility to respond timely to the most urgent needs.

Our full range of integrated escrow services include document review, investment services, wire transfer and deposit services, payment and disbursement services, and detailed activity and asset reporting for all parties.