Global Custodian, Asset Servicer, Master Custodian. What’s in a Name?

Overview

Whether a family office wants a global custodian to be the sole asset servicer or the gatekeeper of data from aggregators and brokers, the role of a global custodian goes far beyond safekeeping. This paper makes the case for global custodians, pointing out their strengths in risk management, operational efficiency, accuracy and access to data, and technology.

Advisor Thinking