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.
More than a Decade of Proximity: The CACEIS US Story
Since establishing our representative office in 2012, CACEIS has been gradually building a bridge between Europe and North America. What began as an initial liaison office has grown today into a dynamic hub serving the needs of over 100 clients across North America, supported by an operational centre of excellence in Canada that strengthens our North American capabilities.
Our mission is twofold: to serve as the vital link between CACEIS’s global servicing platform and our North American clients, and to drive sustainable growth in the scope and scale of our North American market activities.
Crédit Agricole is defined by its role as a bank of proximity, deeply rooted in the communities and regions it serves. Our US office embodies this same spirit. We are guided by the core Crédit Agricole values of Proximity, Responsibility, and Solidarity. For us, this means being a local, accessible partner who understands the unique pressures and opportunities facing North American asset managers, ensuring they feel supported not just by a global institution, but by a local team.
Our Value Proposition: How We Support North American Asset Managers
CACEIS doesn’t take a one-size-fits-all approach to asset servicing. We offer specialised capabilities designed to meet the specific needs of North American managers looking to scale up, innovate, and access investors in European markets and beyond.
North American DNA – Global Access
We combine the financial strength and balance sheet stability of a leading European asset servicing group with the responsiveness and proximity that North American asset managers expect in their home market. Our dedicated local team operates on US time zones with a client-centric servicing culture, bridging the gap between continents and providing streamlined access to our group's global expertise and eliminating operational friction.
Digital Assets: Confidence in a New Era
The conversation around digital assets has evolved from pure innovation to to institutional-grade security as interest grows and the nascent sector starts its journey towards the financial mainstream. As institutional investors navigate the digital space, risk management, regulatory clarity, and capital protection have become critical factors to master and many seek partners to accompany their journey. CACEIS provides bank-grade custody with the same level of protection as enjoyed by traditional assets, with a fully integrated framework and hybrid reporting for digital and traditional assets, enabling clients to take advantage of digital opportunities with the confidence that their assets are secure.
Private Capital Servicing: Operational Excellence for Scaling Private Assets
Scaling private assets is no longer just about performance; a seamless and professional operational framework is now essential for good governance and investor satisfaction. As private asset managers expand into retail and semi-liquid strategies, handling thousands of investors’ requirements becomes a major challenge. CACEIS combines deep private capital expertise with industrialised transfer agency capabilities, allowing managers to scale efficiently without adding an unnecessary operational burden.
ETFs: Beyond Launch Support - A Path to Liquidity
For issuers, launching an ETF is the easy part; achieving liquidity and distribution is where success is won or lost. For North American managers looking to export their expertise to Europe, navigating the region’s fragmented markets is crucial. CACEIS connects managers to a deep ecosystem of Authorised Participants and market makers, leveraging these pre-existing relationships to rapidly transform new ETF launches into liquid, scalable investment platforms.
Meet the Team: The People Behind the Partnership
At CACEIS, our capabilities are only as strong as the people delivering them. Our North American presence is built on a foundation of local expertise, deep market knowledge, and a genuine commitment to client success.
"Our strength in US comes from the expertise and dedication of our local team," says Cyril Schopfer, Managing Director of CACEIS in the USA. "We are professionals who understand the nuances of the US market and are dedicated to delivering seamless services while fostering deep and lasting relationships with our clients."
