transfer agency

Jul 25, 2012

Keith HaleConsolidating legacy systems into a global workstation is an ideal solution for transfer agents, but Nicholas Pratt asks if can really be acheived.

Jun 19, 2012

Asset servicers are impacted by the regulation imposed on asset managers, say the particpants of our roundtable held in Singapore. The discuss challenges and opportunities that have emerged as a result. Chaired by Stefanie Eschenbacher.

Jun 12, 2012

PortAsset servicers have targeted distribution as a promising area for progress. Nicholas Pratt looks at the range of products and competing providers.

May 11, 2012

Mark-PorterMark Porter, of UBS Fund Services, talks to Nicholas Pratt about refocusing the firm and the commercial challenges facing the industry.

Apr 04, 2012

Boat_houseInstitutions in the Nordics have not outsourced as much as in other regions, but they are showing more interest now that regulation is becoming more complex. George Mitton reports.

Apr 04, 2012

The asset servicing industry in the Nordics is fiercely competitive, though increased demand for compliance and consulting services means there are business opportunities. But it’s all hands on deck to deal with the waves of regulation ready to hit the industry.

Apr 04, 2012

The asset servicing industry in the Nordics is fiercely competitive, though increased demand for compliance and consulting services means there are business opportunities. But it’s all hands on deck to deal with the waves of regulation ready to hit the industry.

Apr 04, 2012

ClockworksOperational outsourcing is thriving among asset managers but much less popular for pension funds. Nicholas Pratt examines why this is the case.

Outsourcing is not new to pension funds.

Apr 04, 2012

Senior executives at third-party administrators surveyed tell Funds Europe about competition and challenges in their industry.

Participants:
Catherine Brady, head of Emea fund services (Citi)
Seán Páircéir (Brown Brothers Harriman)
Mike Hughes, managing director & co-head (Deutsche Bank Alternative Fund Services)
Justin Partington, commercial director (IPES)
David Dibben, head...

Apr 04, 2012

Senior executives at third-party administrators surveyed tell Funds Europe about competition and challenges in their industry.

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Sponsored Profiles

SPONSORED FEATURE: Investing for income

May 17, 2017

Portfolio Manager Thomas Kruse examines the findings from Pioneer Investments’ survey on income investing and outlines ways of achieving a target income.

SPONSORED ARTICLE: A radical solution to KYC concerns

May 17, 2017

The 1MDB affair shows that lax know-your-customer and due-diligence procedures are a major risk, says Paolo Brignardello, head of product management and marketing, Fundsquare. New solutions are...

SPONSORED FEATURE: AIFMD - What does Brexit mean?

Apr 18, 2017

An open discussion between funds industry experts and initiated by SGG Luxembourg took place in London to examine  the implications of Brexit for UK fund managers marketing to the EU.

SPONSORED FEATURE: Luxembourg fund reporting – CRS vs FATCA

Apr 18, 2017

Luxembourg funds need clear procedures for CRS compliance, writes Andrew Knight, Partner at M Partners, a member of the Maitland network of law firms.

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

MARKETING & BRANDING ROUNDTABLE: It’s about aspiration

May 17, 2017

With such an intangible product, it can be hard for asset managers to communicate what they do. Having personality and connecting with customer aspirations may be the key, our branding roundtable hears.

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.