Saturday, September 29, 2007

Roundtable On Transfer Agency Strategies in Europe - Update

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.