We provide specialist services for institutional investors, to help them select, benchmark, monitor and then manage their custodian banks more effectively.
Combining our unique diagnostic products with extensive industry experience, our consultants work with clients to help them achieve and sustain optimum performance from their custodian banks. Our global client base of over 100 institutions manages $8 trillion in assets. This allows excellent peer group comparison on service levels and value for money, whilst offering clients complete confidentiality.
We are an independent, neutral company. To avoid any potential conflict of interest, we only provide services to institutional investors and never to custodian banks. This means our analysis is always completely objective.
Clients also use us to help them select new custodians. We have developed a fundamentally different and unique approach in this area, which relies on our market data and knowledge and not on promises made to clients in presentations.
We also undertake other projects for clients including SLA “best practice” reviews and service quality and fee comparison reviews. These have been initiated by clients directly and also jointly with their outsource provider.