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CACEIS News no 82 - January 2026CACEIS News no 82 - January 2026

The Asset Servicing Journal


Anchored in Luxembourg for global clientsAnchored in Luxembourg for global clients

In our 20 years as CACEIS, and more via Crédit Agricole, we have become a top employer in Luxembourg and a key hub for our group’s asset servicing and client servicing expertise in Europe and beyond.This article by Philippe Bourgues - CEO of CACE...


CACEIS News no 81 - September 2025CACEIS News no 81 - September 2025

The Asset Servicing Journal


CACEIS News no 80 - July 2025CACEIS News no 80 - July 2025

The Asset Servicing Journal


CACEIS appointed exclusive asset servicing provider for Syz Asset ManagementCACEIS appointed exclusive asset servicing provider for Syz Asset Management

CACEIS, a leading European asset servicing group, is appointed by Syz Asset Management, part of Swiss family-owned Syz Group, to provide custody, fund administration, and transfer agency services. The mandate covers all of Syz Asset Management’s fund...


FundForum International 2025FundForum International 2025

23-25 June 2025 – Grimaldi Forum, MonacoCACEIS is Diamond sponsor of the FundForum International 2025 event, the Europe's leading gathering for fund buyers, which takes place on June 23th-25th


Client Testimony - Robbert-Jan Engels and Sander Luijendijk, HoofboschClient Testimony - Robbert-Jan Engels and Sander Luijendijk, Hoofbosch

In 2019, the Dutch investment fund Hoofbosch, formerly a family fund, selected CACEIS Netherlands as its custodian bank. Since then, a fruitful relationship has developed, thanks in particular to CACEIS’ expertise in tax-related services. Robbert-Jan...


Transfer agency services – a business on its own that requires a high level of expertise Transfer agency services – a business on its own that requires a high level of expertise

In the world of asset servicing, the transfer agent (TA) plays a key role that now extends far beyond recordkeeping and settlement agent services. Handling such a broad range of fund types and a plethora of investment rules, all within a highly-compl...


FundForum International 2024FundForum International 2024

24-26 June 2024 – Grimaldi Forum, MonacoCACEIS is Diamond sponsor of the FundForum International 2024 event, the Europe's leading gathering for fund buyers, which takes place on June 24th-26th



FundForum International 2023FundForum International 2023

27-28 June 2023 – Grimaldi Forum, MonacoCACEIS is Diamond sponsor of the FundForum International 2023 event, the Europe's leading gathering for fund buyers, which takes place on June 27th-28th


CACEIS adds OSMOZE, a front-office supervisory and decision-making tool, to its Connect StoreCACEIS adds OSMOZE, a front-office supervisory and decision-making tool, to its Connect Store

CACEIS, a leading European asset servicing player, and Heavenize, a fintech specialising in front-office software, announced a partnership to offer OSMOZE, a decision-making dashboard for all asset classes, to management companies and institutional i...


Strategic choices for asset management in 2021Strategic choices for asset management in 2021

In this survey, Funds Europe, in partnership with CACEIS, examines where priorities lie for asset managers in crafting their product strategies and fund governance for a world after Covid-19. We examine the growing importance of ESG and climate chang...