Corporate Trust Services
Collateralized Loan Obligation Trustee and Administration
Western Alliance Trust Company is a state-of-the-art corporate trust services1 provider. Clients benefit from our team’s deep expertise in Loan Administration and Securities Custody, with solutions designed to help you accomplish your goals – quickly, easily and securely.
CLO Trustee and Administration Services
As credit markets continue to evolve, you need a partner that helps you accomplish your goals – quickly, accurately and securely. Clients benefit from our deep trustee and administration expertise in Collateralized Loan Obligation (CLO), Collateralized Bond Obligation (CBO) and Collateralized Fund Obligation (CFO)1. Our highly experienced professionals provide outstanding, personalized attention to every transaction with a focus on consistent client satisfaction and relationships.
Our state-of-the-art, proprietary digital platform is built from the ground up to be the best in the industry. This is a key differentiator. It's all part of our dynamic culture and the deep industry knowledge we offer to help you prosper.
Key Benefits for Your Business and Why Clients Choose Us
- Expert Navigation: Our seasoned CLO, CBO and CFO professionals have been through a variety of credit cycles and can navigate the continuously changing market demands with ease and accuracy, providing you with invaluable expertise
- Cutting-Edge Proprietary Technology: Our digital platform streamlines processes for efficient, timely and accurate task completion
- Comprehensive Deal Cycle Support: As your transaction moves into different phases of the deal cycle, our experienced team is here to help you throughout
- Flexible Investor-Focused Reporting: Adapt to evolving investor needs with our highly flexible reporting solutions
- Exceptional Client Service and Customized Solutions: Our relationship-focused team tailors responsive solutions to align with your unique needs and goals
What you Get
- Daily cash and position reconciliation and reporting
- Expedited hypothetical trade testing
- Pending trade tracking and reconciliations
- Timely trade settlements
- Reconciliation of compliance tests
- Waterfall reconciliations
- Investor reporting
- ESMA/Article 9 reporting support
Corporate Trust Services
Focused on Client Strategies
Western Alliance Trust Company, N.A. is a premier provider delivering corporate trust services and levered loan administration solutions to help you achieve your asset management strategies. Benefit from our deep expertise in CLO Trustee, Loan Administration and Securities Custody.
Jocelyn Lynch
President and CEO,
Corporate Trust Group
Tammy Bliek
Senior Vice President,
Corporate Trust Group
1. Trust, custody, and administration services are provided by Western Alliance Trust Company, N.A., a wholly owned subsidiary of Western Alliance Bancorporation. Products and services offered by Western Alliance Trust Company are not FDIC insured, not guaranteed by Western Alliance Bank and may lose value.