Mosaic understands both sides of custody services. We have assisted clients to move between custodians, and helped custody services firms to validate their strategy, identify and implement operational improvements.
We can help you resolve the challenges of real-time technology, and work out how to maximise operational efficiencies whilst better serving your customers.
Some of our work
Custody Services Strategic Review
Our client required a third-party review of their domestic custody operation to confirm strategic fit, market opportunities and to validate their thinking on future direction. Mosaic applied a top-down approach, referencing back to a vision and corporate strategy relative to market opportunities.
Mosaic delivered a comprehensive view of alignment, contribution potential and recommended changes to customer-base, third-party collaboration, and operating model.
Custody Services Operational Process Optimisation
Mosaic was engaged to review end-to-end operational processes for a middle-tier domestic custody client.
This involved applying lean principles to current state processes, identifying the scope for improvement, defining future state and then providing a road map for the improvements and changes required to achieve the future state. These changes covered process, capability requirements and management aspects.
International Custody Provider Selection & Migration
Mosaic’s principal consultants were engaged to provide a complete “turn-key” international custody replacement for a leading Funds Management provider, from JP Morgan to Citigroup. This engagement included market survey, selection, management of the contractual process and the asset transfer process.