About Us

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.

Team

Aidan Dennis

Founder
London
Team

James Economides

Founder
Salt Lake City
Team

Tom Robertson

Managing Director
Edinburgh
Team

Edwina Easton

Managing Director
Chicago
Team

Tony Child

Director
London
Team

Justin Dumke

Director
Columbus
Team

Larry Gokhman

Director
Chicago
Team

Mark Savvas

Director
London
Team

Tim Dixon

Senior Consultant
Toronto
Team

Simon Pilkington

Senior Consultant
London
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