transfer agency

Jun 05, 2013

Building graphSince the financial crisis, data has become a more lucrative piece of the asset servicing offering. But delivery models vary and the custodian banks, the giants of this business, face competition, finds Nicholas Pratt.

Apr 25, 2013

gavellaw booksRegulation is blamed for increased concerns surrounding technology in the transfer agency (TA) business, particularly straight-through processing (STP).

Apr 05, 2013

Depositary banks in the Nordics are waiting with bated breath for their local regulators to interpret the AIFMD. What will it mean for depositary liability, lost securities and cost? George Mitton asked participants at our Stockholm panel.

Apr 05, 2013

Depositary banks in the Nordics are waiting with bated breath for their local regulators to interpret the AIFMD. What will it mean for depositary liability, lost securities and cost? George Mitton asked participants at our Stockholm panel.

Apr 05, 2013

looking glassSenior executives at third-party administrators surveyed tell Funds Europe about competition and challenges.

Nov 12, 2012

Handshake 3Man Group, a London-listed hedge fund, has handed Citi a servicing brief for its Luxembourg-based Sicav fund.

Nov 02, 2012

compassLatin America’s fund managers are experts at domestic equities, while some – and it is suggested the Chileans most of all – have a pan-regional expertise too. It is a natural next step, then, that asset managers look to expand overseas. Nick Fitzpatrick asks fund service providers about trends among this client base.

Sep 04, 2012

Asian asset managers have historically lagged behind Europe and North America in the take-up of operational outsourcing, but the participants in our roundtable say this is changing. They also discuss the cost pressures they face themselves as a result of increased regulation. Chaired by Stefanie Eschenbacher.

Aug 31, 2012

Two French banks saw their global assets under custody shrink during our survey period, while Citi – formerly the largest custodian of European assets – was overtaken by an American rival, finds Nick Fitzpatric.

Aug 31, 2012

Two French banks saw their global assets under custody shrink during our survey period, while Citi – formerly the largest custodian of European assets – was overtaken by an American rival, finds Nick Fitzpatric.

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Sponsored Profiles

SPONSORED FEATURE: Alternative thinking

Mar 16, 2017

Portfolio Manager Davide Cataldo discusses the results of the Pioneer Investments’ survey on liquid alternatives and how investors can be encouraged to increase their allocation.

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Mar 16, 2017

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SPONSORED FEATURE: Why blockchain could be the fund industry’s next Ford Model T

Mar 16, 2017

Blockchain aims to radically change the way investors can access funds, says Olivier Portenseigne, Managing Director and Chief Commercial Officer of Fundsquare.

SPONSORED FEATURE: Open architecture: In need of protection

Mar 16, 2017

Greater efficiency must be embraced to ensure regulatory changes do not destroy choice for fund buyers, says Bernard Tancré of Clearstream.

Executive Interviews

INTERVIEW: Finding managers that can (and do)

Apr 18, 2017

Fabrice Kremer, a fund selector at Banque de Luxembourg Investments, has berated fundamental managers for failing to beat indices, but he remains committed to active funds. He speaks to Nick...

JERSEY INTERVIEW: ‘A steady sort of place’

Mar 21, 2017

The chief executive of Jersey Finance is keen to portray the island as a stable, trustworthy jurisdiction. He talks to George Mitton.

Roundtables

ROUNDTABLE: The issue is perception

Mar 21, 2017

Our panel discuss tax transparency, the elegance of private placement and why Jersey could do more to promote itself. Chaired by Tom Cowsill in Saint Helier.

ASSET SERVICING ROUNDTABLE: Under pressure

Mar 07, 2017

Funds Europe speaks to leading Luxembourg industry figures about the growing regulatory demands on asset servicers and how to remain profitable in spite of major investments in technology.