UK Transfer Agency

As a Transfer Agency, we support UK-based investment managers across all fund structures and asset classes.

We’ll help you focus on what you do best, reconnect with your investors and re-engineer your operating model.

Who are we?

In the UK, Ireland and Luxembourg, we support over £121bn of fund assets and help our clients (from start-up to established investment firms) deliver to their investors’ requirements.

How do we help?

We understand the challenges investment managers face, from increasing complexity and regulation to a changing distribution landscape.

To succeed, you need to:

  • Ensure best investor outcomes
  • Deliver your strategy
  • Differentiate your services
  • Use technology to improve efficiency and reduce costs
  • Stay connected to your clients
  • Access new investors through new channels
  • Provide a first-class investor journey
  • Enhance and protect your brand to tell your story

Our investment in technology, distribution support and service delivery makes us a world-class partner. You can rely on us to:

  • Protect your brand with a tailored service for your investors’ needs
  • Provide a next generation TA platform to service your clients
  • Give you access to a range of customer engagement and data analytical tools
  • Provide an online, cloud-based investor portal
  • Help you ensure new investment through your website
  • Give you access to a dedicated UK-based investor and manager service centre
  • Give your investors a future-proofed experience
  • Use our scale to proactively deal with increasing regulatory headwinds

Partner with us so you can focus on what you do best.

To find out more, contact us or download our brochure.

Ed Hamilton-Russell

Head of Business Development (EMEA)

Tel: +44 (0)7725 628 137

Email me

Transfer Agency brochure

The future of Transfer Agency realised

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