We provide innovative mutual fund transfer agency services for millions of shareholder accounts with some of the best-known names in the financial services industry.

We Go Beyond Traditional Transfer Agents

Our services are designed to be transparent to the end investor — from initial client enquiry through to fully customisable outputs.

  • Comprehensive array of investor accounting, recordkeeping and servicing capabilities offered under a single management structure of long-tenured professionals.
  • Networking resources with access to key strategic partners.
  • Industry experience and leadership within key industry organisations positions us to advocate on behalf of our clients within those organisations.
  • Proven conversion methodology facilitates conversion risk management and efficient implementations.

Insights

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A Single, Global Transfer Agency Experience

Standardisation across markets allows investment managers, distributors and platforms to deliver a consistent experience for global investors.

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Supporting Investor Needs of the Future

Leveraging emerging technologies can help investment managers to improve investor experience through insights around more targeted product development and distribution.

Our Thinking

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Our Payment Analytics Service: Watch the Video

Michelle Palombo, Electronic Banking Managing Director for BNY Mellon Treasury Services, discusses our new Payment Analytics Service currently being designed to help you understand – and effectively manage – your day-to-day straight-through processing (STP).

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Tax and Regulatory Client Forum

The global tax and regulatory landscape continues to evolve and increase in complexity. BNY Mellon’s EMEA Tax and Regulatory Client Forum is one way in which we empower our clients to better understand and navigate the developments in global market infrastructure, regulation and tax.

Train in subway station at Canary Wharf, London

Asset Servicing News

Learn more about the latest Asset Servicing news stories in EMEA.

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