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Investor Services

We're one of the world’s leading providers of fund administration by assets under administration (AuA).​

Our services have been developed specifically for investors, including funds of funds, institutional investors and family offices. We provide the tools, transparency and reporting you need to manage complex and diversified portfolios of funds and managed accounts. ​

This allows you to focus on the lucrative work of analysing and selecting funds, rather than the often-onerous task of administration and reporting.​

Our investor services offering includes:​

  •  Collecting and maintaining investor records​
  •  Completing rigorous Know Your Client and anti-money laundering checks on investors​
  •  Preparing and distributing dynamic investor statement reports​
  •  Calculating incentive fees via an automated online platform​
  •  Answering investors' queries.

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The US Congress passed the Corporate Transparency Act in 2021 to create a beneficial ownership registry for US legal entities. The US Treasury Department’s Financial Crimes Enforcement Network, or FinCEN, has recently issued final regulations on the act. The regulations clarify who must file information, what information they must submit and when they must file. FinCEN’s new reporting requirements go into effect 1 January 2024.
Regulators, customers, investors and employees are demanding that environmental, social and governance principles drive how organisations operate and what they report on.
To take advantage of the global talent pool, companies are increasingly offering stock equity to attract and retain employees. The equity is usually awarded at a low cost in a pre-IPO phase, and in some cases involves globally mobile employees. Granting stock options to expatriate employees can introduce important tax obligations and risks in the home and host countries that are sometimes not fully understood by multinational employers.
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We go to the ends of the earth for you
  • 5,000 Professionals
  • 85+ Offices
  • 45+ Jurisdictions
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