In response to new regulatory obligations under the updated Shareholder Rights Directive (SRD II), CACEIS in Germany has selected Broadridge to provide solutions for SRD II. CACEIS is using Broadridge’s enhanced global proxy voting platform for its German domestic and cross-border custody operations, The bank is also using Broadridge’s new shareholder disclosure hub, both in…
Category: CACEIS
CACEIS wins French PA mandate
CACEIS has been selected to provide asset services for the funds of Épopée Gestion, a French fund manager specialising in private equity and real estate investment. The mandate covers custody, transfer agency, middle office and fund administration services.
CACEIS launches UK carbon metrics reporting service
CACEIS has launched a carbon metrics reporting tool in the UK. This will provide UK pension schemes with a platform to align themselves with the Task Force on Climate-Related Financial Disclosures reporting requirements. The new carbon metrics look-through reporting tool enables pension schemes to assess their portfolios’ carbon footprint and meet the metrics and targets…
Lifetri outsources MO/BO to CACEIS
Lifetri Group, a Dutch provider of life, funeral and term life insurance, has selected CACEIS for outsourcing of its middle and back office asset management operations. The service includes investment administration, transaction processing and investment reporting. CACEIS will deploy the latest version of SimCorp Dimension to support Lifetri.
CACEIS to service Theoreim’s new RE funds
CACEIS has been selected as provider for Theoreim’s first two real estate funds. Theoreim is an independent asset management company specialising in real estate investments and received authorisation from the French Autorité des Marchés Financiers in September 2020. CACEIS, now provides depositary banking services for both funds, in addition to fund accounting and transfer agency…
Neil Coxhead joins DMS Governance from CACEIS
Neil Coxhead has joined DMS Governance, the Cayman-based fund governance specialist, as a managing director in its UK ACD business. Coxhead was previously at CACEIS.
LiquidShare hires Jean-Marc Eyssautier as CEO
LiquidShare, the fintech co-founded by major European financial institutions in 2017 to develop post-market solutions by leveraging distributed ledger technology, has appointed Jean-Marc Eyssautier as CEO. He was previously at CACEIS.
Axxion transfers nine AIFs to CACEIS in Germany
Axxion S.A., a Luxembourg-based management company, has transferred nine of its funds to CACEIS in Germany. These funds are open-ended special AIFs, regulated under German law. CACEIS will provide depository and custody services as well as FX trading, fund execution, and execution & clearing for exchange traded derivatives. Total AuA is c. EUR1bn (USD1.2bn). Axxion…
CACEIS and Amundi launch front-to-back service
CACEIS and its sister company, Amundi, have launched a front-to-back solution for asset managers and owners, offering a portfolio management platform (ALTO), dealing services, middle office, custody and fund accounting.
CACEIS to service EUR1bn PE fund for ArchiMed
CACEIS has been selected to service the new MED Platform I fund run by ArchiMed, a private equity firm specialising in the healthcare sector. The mandate covers depositary bank, custody, middle-office, fund accounting and financing services for the fund, which reached a EUR1bn final close.