Global custody remains a cornerstone of institutional investing, but rising complexity is placing greater pressure on day-to-day operations, oversight, and governance.
As portfolios expand across markets and asset classes, routine functions such as invoicing, data delivery, tax reclaim, and FX execution are coming under closer scrutiny.
Our eBook, Global custody in focus: Insights from the Global Custody Survey, presents a clear view of how institutional clients experience custodial service delivery today, drawing directly on survey responses from asset owners and managers across North America and Europe.
Inside the guide
- Invoicing accuracy and timeliness, and where breakdowns persist
- Data delivery and reporting, including reliance on manual processes
- Tax reclaim and global documentation challenges
- FX oversight, spread transparency, and hidden cost risks
- Relationship management and governance effectiveness
Why operational oversight matters now
The findings show that while core custody remains stable, cumulative issues in everyday processes can erode control, increase cost, and weaken confidence. Consistent oversight is no longer optional for institutions seeking resilience and accountability.
Complete the form to download the eBook for insights into custody operations.
