This "Transfer Agency Roundtable" discussion (of June 2006) shows the strategies of Société Générale and BNP Paribas on TA (also including Citi, Axa, UBS and Titanium Capital) in Europe. Seems SocGen had found a satisfying solution in acquiring European Fund Services S.A. (a TA services provider and outsourcer, and a company I helped building from 2000-2004) in Luxembourg. In the meantime, EFS has migrated all Pioneer customers onto its platform (IGEFI MultiFonds Transfer Agency) and is currently planning to implement a new platform in the anglo-saxon market.
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...you've found a bilingual blog, so please choose "English" or "German". The blog represents personal views on IT systems and consulting in the asset management and investment banking market and focuses predominantly but not exclusively on issues in German speaking countries, respectively countries with a German speaking sub-community (DE, AT, CH, LU, LI, BE, IT).
For more information about this blog check out the blog note: I-2008 or all blog notes
For more information about this blog check out the blog note: I-2008 or all blog notes
Saturday, September 29, 2007
Roundtable On Transfer Agency Strategies in Europe - Update
Posted by Ronald Knecht at 4:41 PM 0 comments
Labels: Acquisition, Axa, BNP Paribas, CitiGroup, English, Europe, European Fund Services, IGEFI, MultiFonds, Outsourcing, Pioneer Investments, Société Générale, Titanium Capital, Transfer Agency, UBS
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