Maximising Returns With The Custody Advantage

This programme explores the fast-growing custody business in banks and unveils practical strategies to scale it as a strong alternative income stream.

Participants will discover how to transform custody operations from a support function into a powerful driver of profitability.

LEARNING OBJECTIVES

• Explain the fundamentals of custody services.
• Relate local custody practices to global standards.
• Identify gaps in local operations and propose fixes.
• Highlight strategies to boost income from custody.
• Prepare a road map using key custody business lines.

COURSE CONTENTS

• Foundations of Custody Services
• Custody as a risk mitigant and trust builder
• Benchmarking against international standards and best practices
• Technology and automation in custody service delivery
• Common inefficiencies and risks in custody operations
• Pricing models and fee structures for custody services
• Product innovation: Introducing value-added custody offerings
• How RMs can cross-sell custody to corporate and institutional clients
• Aligning custody with ALM strategies for balance sheet strength
• Aligning custody expansion with institutional strategy
• KPIs and metrics for monitoring custody business performance
• Group case study: Building a custody business model for profitability

LEARNING OUTCOMES

• Understand custody business fundamentals and global benchmarks.
• Identify and fix gaps in local custody operations.
• Apply strategies and road maps to optimize income generation.
• Position custody services as a key driver of revenue diversification.

Maximising Returns With The Custody Advantage

Duration: 3 days

Skill Level: Intermediate

Delivery Mode: In-person

Month: September