Welcome
We are an independent consultancy firm specialising in Asset Servicing. Our overarching goal when advising clients is to add measurable financial improvements to their business. This we achieve by consulting on operational and supplier efficiencies, revenue protection, and new business growth.
A Consultative Difference
Direct Experience
A guiding principle for our firm is that our team's expertise should derive from direct experience of working within asset servicing.
With over half a century of combined knowledge working for Fund Managers, Global Custodians and Third Party Administrators - we know the market participants and infrastructure, where to look, how to help, and we do this quickly and efficiently.
Consulting Expertise
We provide advice in three main areas:
CLIENT EXPERIENCE
Sales advisory
- Client role play
- Big deal mentoring
- Win/loss deal review
- Sales pipeline advisory
- RFP governance and support
- Cross/Upsell review and planning
- Sales coaching and training
- Consultant engagement
Client retention
- Client Satisfaction survey and analysis
- Relationship recovery plan
- Client Service and Relationship model design
- Industry survey management
Cost analysis
- Client Change governance and charging models
- Client and Product profitability
OPERATIONAL PERFECTION
Performance management
- KPI and KRI design and implementation
- Project recovery plans
Operating model
- Target operating model design and review
- Offshore/nearshore strategy, planning and implementation
- Market entry analysis
Efficiency
- Cost saving delivery
- Team and organisational design
- Location and premises strategy
Engagement
- Staff engagement and communication management
- Offsite and staff conference planning and management
- Diversity and Inclusion
SUPPLIER MANAGEMENT
Network management
- Governance and process design
- Risk assessment modelling
- Sub-custody strategy
- Selection/retention management
- Tariff analysis and savings
- Benchmarking
Custodian management
- RFP management
- Benchmarking
- Cost analysis and savings
- Service quality improvement and value
- Transition management
- Rescue plan for failing custodians