2017 Investor Services Survey

Welcome to the Investor Services Survey produced by R&M Surveys.

INTRODUCTION
This page presents an extract from the 25th annual edition of the R&M Survey, measuring customer satisfaction by means of questionnaires completed by a wide range of institutions around the world. 

RESULTS
This extract presents the two main tables from the survey.  The first depicts those providers qualifying in at least three of four geographic regions.  The table is headed by Pictet.

The Experts' Ranking reflects scores given by fund managers who deal with multiple relationships and therefore have a good basis on which to compare service levels.  BNY Mellon takes pride of place, with a surprising fall for HSBC from top to bottom position.
Overall Ranking
OVERALL RANKING OF CLIENT SATISFACTION

2017
Bank
Score
1
Pictet & Cie      
6.24
2
RBC Investor & Treasury Services      
6.06
3
Northern Trust About Northern Trust Contact Northern Trust View the web site for Northern Trust
5.66
4
BNY Mellon      
5.53
5
J.P. Morgan About J.P. Morgan Contact J.P. Morgan  
5.51
6
BNP Paribas      
5.38
7
State Street      
5.12
 
Experts' Ranking
RANKING BY INVESTMENT MANAGERS USING 5+ CUSTODIANS

2017
Bank
Score
1
BNY Mellon      
5.23
2
RBC Investor & Treasury Services      
5.19
3
State Street      
5.11
4=
J.P. Morgan About J.P. Morgan Contact J.P. Morgan  
5.10
4=
Northern Trust About Northern Trust Contact Northern Trust View the web site for Northern Trust
5.10
6
BNP Paribas      
4.84
7
Citi      
4.22
8
HSBC Securities Services      
4.00
 

THE FULL REPORT
The full survey write-up is a must-have for institutional investors, fund managers and other users of securities services, together with service providers and other industry participants.  It drills down to performance in different geographies and examines client satisfaction among various client types.

As well as more than 20 results tables, the full survey report contains much analysis and comment, together with individual bank profiles.  There is also a detailed examination of each of 55 separate service elements - showing each provider's score against the industry average, thus highlighting strengths and weaknesses.

The 2017 edition of the full survey report is available now.