2015 Investor Services Survey – exclusive preview
March 2015

We are pleased to bring you an exclusive preview of the results of the 23rd annual R&M GlobalCustody.net survey, the world's largest investor services survey.

This year's survey reached a wide range of professionals across the globe who assessed the services of some 30 different providers. We have enhanced our filtering of responses to be sure that they are an accurate reflection of the service levels received, with our experts examining every single response to check its authenticity, accuracy and objectivity. As a result of this process, ten providers appear in one or more of the full set of published results tables. Approximately twenty providers fell short in the number of qualifying responses required and are not therefore included in the published results this time around.

For the first time in the survey's 23-year history, the industry's two largest providers, BNY Mellon and State Street, take the top two places in the ranking by ‘experts' – investment managers using five or more custodians. In the overall ranking by all respondents, JP Morgan and Northern Trust show impressive gains in score, year-over-year, and Pictet heads the table, with RBC on their tails.

View the main tables and survey extract.





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We are pleased to bring you an exclusive preview of the results of the 23rd annual R&M GlobalCustody.net survey, the world's largest investor services survey.

This year's survey reached a wide range of professionals across the globe who assessed the services of some 30 different providers. We have enhanced our filtering of responses to be sure that they are an accurate reflection of the service levels received, with our experts examining every single response to check its authenticity, accuracy and objectivity. As a result of this process, ten providers appear in one or more of the full set of published results tables. Approximately twenty providers fell short in the number of qualifying responses required and are not therefore included in the published results this time around.

For the first time in the survey's 23-year history, the industry's two largest providers, BNY Mellon and State Street, take the top two places in the ranking by ‘experts' – investment managers using five or more custodians. In the overall ranking by all respondents, JP Morgan and Northern Trust show impressive gains in score, year-over-year, and Pictet heads the table, with RBC on their tails.

View the main tables and survey extract.