We assist clients in navigating the global custody landscape with precision and neutrality, ensuring
the right institutional partners are selected for their asset classes, jurisdictions, operational
requirements, and risk parameters.
Our Role
We act as an independent intermediary that evaluates, recommends, and coordinates relationships
with qualified third-party providers for custodians, escrow agents and trustees.
What We Deliver
• Comparative evaluation of global and regional custodians
• Fee-structure assessments and negotiation support
• Operational and technology compatibility analysis
• Risk, reporting, and security standards review
• Coordination of onboarding and documentation
• Ongoing custodian performance reviews
Typical Engagements
• Consolidating multi-asset custodial relationships
• Establishing institutional-grade custody for new funds or platforms
• Replacing legacy custodians with higher-tier options
• Supporting cross-border families seeking secure global asset holding structures
