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.
Find out more in our transfer agency animation:
You can also find out how we support Prudential's PruISA in our case study and animation:
