With a master global custodian, families can feel confident that their assets are kept safe in a stable bank that has the ability to protect assets across regions and the balance-sheet strength to withstand a downturn in the financial markets.
Dealing with a single point of contact allows family office investment professionals to focus on their primary mandates: setting strategy, uncovering compelling investment opportunities, preserving capital and serving the family.
Consolidated reporting — by region, asset type and investment manager — ensures that the family office always has an accurate, comprehensive view of the performance of the family's holdings.
Integrating key disciplines and maintaining a team of seasoned professionals reduces the number of additional vendors needed to carry out important tasks such as performance reporting, capital markets trade executions and private equity administration.
A single system that provides end-to-end visibility into execution and settlement is used to settle all trades for each manager across all regions of the world.
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