CACEIS - European Expertise with North American Proximity

A look inside our growing US presence - helping asset managers navigate the changing financial landscape with a full commitment to the Crédit Agricole group’s core values.

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ATLAS: Advancing CACEIS’ Integrated Asset Servicing Model

Building on its long-standing middle office expertise, CACEIS is enhancing its Front-to-Back servicing model with ATLAS.

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CACEIS and Triodos Investment Management strengthen partnership with new servicing mandate for Dutch Article 9 funds

Under the new mandate, CACEIS will provide custody, depositary and fund administration services, along with a range of reporting and additional fund-related services. CACEIS‘s integrated front-to-back solution streamlines all operational aspects of investment portfolio processing including reporting. These services will enable Triodos Investment Management to focus on its core area of expertise as an impact investor, generating benefits for society, alongside a financial return.

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Advancing OLIS’s digital transformation for an improved client experience

CACEIS is constantly working to enhance the OLIS client portal. The way users interact with it is changing rapidly and we are pushing ahead with key feature upgrades so the experience is more streamlined and intuitive, giving users greater independence.

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CACEIS medium term plan 2028: the new strategic horizon

On 18 November 2025, Crédit Agricole S.A. unveiled its medium-term plan, ACT 2028, with the desire to be a conquering bank, leader in Europe, leader in transitions and leader in new technologies. CACEIS is now defining its own strategic priorities to align with these overarching ambitions.

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Reshaping servicing models

📅 – The global exchange traded fund (ETF) market has undergone rapid expansion over the past decade, transforming both investment strategies and the infrastructure required to support them. As assets…
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Jean-Jacques Barbéris joins CACEIS as Deputy CEO in charge of coverage and digital assets

📅 – CACEIS, European leader of asset servicing, will propose the appointment of Jean-Jacques Barbéris as Deputy CEO in charge of coverage and digital assets, at the next meeting of the CACEIS Board of…
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Atlas by Caceis – Our integrated, front-to-back asset servicing model

📅 – Building on our middle office expertise, CACEIS is enhancing its front-to-back asset servicing model with ATLAS—combining support across the entire investment lifecycle with in-depth operational…
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Crédit Agricole S.A. first quarter 2026 results available

📅 – Crédit Agricole S.A. first quarter 2026 results available
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A world first: Funds and their depositaries enter the tokenised era

📅 – Montpensier Arbevel Focus Small 2030, together with CACEIS as depositary, is taking part in the world’s first natively tokenised IPO on Lise.
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ETF: Evolving products mean evolving service needs

📅 – Evolution is an important theme and is central to the ongoing growth of ETFs. The first ETFs housed a single share class, passively tracking vanilla equity indexes and this was the status quo for many…
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TODAS AS NOTÍCIAS

Focus Products

 

Private Equity Real Estate Solutions

With a long term commitment to the private capital industry leaders in the largest European private markets, PERES business line is a global player with European leadership.

We are able to support your various challenges by providing our expertise to cover them. Our extensive service network covering over 17 countries, allows us to deploy specialised teams strategically positioned near your funds and to meet your specific needs.

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Exchange Traded Fund (ETF)

Whether you are an experienced Issuer seeking to launch product in Europe to expand your distribution or new to the ETF market, our dedicated ETF team will support and guide you, assisting the success of your ETF European products through our long term partnership.

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OLIS ESG

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TODOS OS NOSSOS SERVICOS

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EUROPEAN UNION

  • ANTI-MONEY LAUNDERING / COMBATING TERRORISM FINANCING / COMBATTING PROLIFERATION FINANCING (AML/CFT/CPF)
  • ARTIFICIAL INTELLIGENCE
  • CYBERSECURITY
  • DEPOSIT GUARANTEE
  • DIGITAL IDENTITY
  • FINANCIAL INSTRUMENTS
  • OTHER - PAYMENTS & OPEN FINANCE
  • OTHER - PRUDENTIAL REQUIREMENTS
  • PAYMENTS
  • PRIMARY MARKET
  • RECOVERY & RESOLUTION
  • REPORTING
  • REPORTING & DISCLOSURES
  • SECONDARY MARKET/TRADING
  • SETTLEMENT
  • SUPERVISION
  • SUSTAINABLE FINANCE / GREEN FINANCE

BELGIUM

  • BUFFERS
  • ESG RISK MANAGEMENT
  • OTHER - GOVERNANCE & ORGANISATION
  • SANCTIONS/RESTRICTIVE MEASURES

BRAZIL

  • REPORTING
  • SECONDARY MARKET/TRADING
  • SECURITISATION

CANADA

  • REPORTING

COLOMBIA

  • ANTI-MONEY LAUNDERING / COMBATING TERRORISM FINANCING / COMBATTING PROLIFERATION FINANCING (AML/CFT/CPF)
  • FINANCIAL INSTRUMENTS

FRANCE

  • ALTERNATIVE PRODUCTS
  • DIGITAL ASSETS
  • GOVERNANCE & ORGANISATION
  • SANCTIONS/RESTRICTIVE MEASURES
  • SECONDARY MARKET/TRADING

GERMANY

  • ALTERNATIVE PRODUCTS
  • ANTI-MONEY LAUNDERING / COMBATING TERRORISM FINANCING / COMBATTING PROLIFERATION FINANCING (AML/CFT/CPF)
  • FINANCIAL INSTRUMENTS
  • RECOVERY & RESOLUTION

GUERNSEY

  • ANTI-MONEY LAUNDERING / COMBATING TERRORISM FINANCING / COMBATTING PROLIFERATION FINANCING (AML/CFT/CPF)

IRELAND

  • ARTIFICIAL INTELLIGENCE
  • CONSUMER PROTECTION
  • EUROPEAN SINGLE ACCESS POINT (ESAP)
  • FINANCIAL INSTRUMENTS
  • SECONDARY MARKET/TRADING

ITALY

  • ALTERNATIVE PRODUCTS
  • FINANCIAL INSTRUMENTS
  • OTHER - CAPITAL MARKETS
  • OTHER - SUSTAINABILITY
  • PRIMARY MARKET

JERSEY

  • CONSUMER PROTECTION
  • OTHER - CAPITAL MARKETS
  • SANCTIONS/RESTRICTIVE MEASURES

LUXEMBOURG

  • ALTERNATIVE PRODUCTS
  • ANTI-MONEY LAUNDERING / COMBATING TERRORISM FINANCING / COMBATTING PROLIFERATION FINANCING (AML/CFT/CPF)
  • COLLATERAL MANAGEMENT
  • DATA PROTECTION FRAMEWORK
  • DEPOSIT GUARANTEE
  • DIGITAL ASSETS
  • DIGITAL OPERATIONAL RESILIENCE
  • EUROPEAN SINGLE ACCESS POINT (ESAP)
  • GOVERNANCE & ORGANISATION
  • OTHER - FINANCIAL PRODUCTS
  • OTHER - GOVERNANCE & ORGANISATION
  • REPORTING & DISCLOSURES
  • SUSTAINABLE FINANCE / GREEN FINANCE

MALAYSIA

  • SECONDARY MARKET/TRADING
  • SUSTAINABLE FINANCE / GREEN FINANCE

NETHERLANDS

  • ALTERNATIVE PRODUCTS
  • ANTI-MONEY LAUNDERING / COMBATING TERRORISM FINANCING / COMBATTING PROLIFERATION FINANCING (AML/CFT/CPF)
  • REPORTING

SPAIN

  • ANTI-MONEY LAUNDERING / COMBATING TERRORISM FINANCING / COMBATTING PROLIFERATION FINANCING (AML/CFT/CPF)
  • FINTECH / REGTECH / BIGTECH / SUPTECH
  • PRIMARY MARKET
  • SECONDARY MARKET/TRADING

SWITZERLAND

  • ANTI-MONEY LAUNDERING / COMBATING TERRORISM FINANCING / COMBATTING PROLIFERATION FINANCING (AML/CFT/CPF)
  • COLLATERAL MANAGEMENT
  • OTHER - GOVERNANCE & ORGANISATION
  • OTHER - MACROECONOMIC FRAMEWORK
  • OTHER - OTHER
  • REPORTING
  • SETTLEMENT

UNITED KINGDOM

  • ANTI-MONEY LAUNDERING / COMBATING TERRORISM FINANCING / COMBATTING PROLIFERATION FINANCING (AML/CFT/CPF)
  • CONSUMER PROTECTION
  • CREDIT RISK
  • DATA PROTECTION FRAMEWORK
  • DIGITAL OPERATIONAL RESILIENCE
  • FINANCIAL INSTRUMENTS
  • GOVERNANCE & ORGANISATION
  • OPERATIONAL RISK
  • PAYMENTS
  • REPORTING
  • SUPERVISION

UNITED STATES

  • BLOCKCHAIN & DISTRIBUTED LEDGER TECHNOLOGY (DLT)

INTERNATIONAL

  • OWN FUNDS

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