
Who we are
More than a fund company
Who we are
Over the years, efa has expanded far beyond fund administration in order to better support our clients' ambitions.
efa is a specialised financial services company that has been providing comprehensive fund administration and institutional services since its establishment in Luxembourg in 1996. Our range of services has expanded far beyond fund administration, and we are now a market leader in providing tailor-made financial products and services.
Our services include fund administration, investor services, regulatory and compliance services, and more. Because of our broad range of offerings, efa enjoys a central and independent position in the fund value chain, connecting all the major players in the industry. In 2022, Universal Investment Group acquired efa, a sign of our success and reputation as a trusted and reliable partner in the financial services industry.
We are committed to innovation, and we continuously develop new products and services by closely monitoring market and regulatory trends. We do this in an open architecture approach for investment funds and other investment vehicles, as well as by providing specialised institutional services. Quality is our top priority, which is why all employees are based in Luxembourg, except for those from efa France, based in Paris, and efa Sweden, based in Stockholm.
efa's expertise extends beyond Luxembourg as we service structures domiciled in other countries, such as France and Nordic markets. As a central and independent player in the fund value chain, efa plays a pivotal role beyond accounting and transfer agency-related tasks. Asset managers can rely on us to ensure that their funds meet all operational and regulatory obligations while providing fund investors with high-quality service and transparency on their assets.
Relationship model philosophy
Providing a superior client experience is a defining aspect of our philosophy – it is fundamental to everything we do. The testimonials of our clients and the surveys we regularly conduct with them attest to the care and investment we put into our relationships.
As part of the overall value that efa brings to the customer, providing comprehensive service at all levels of the relationship and for all products is key.
Working closely with our clients puts their entities and the needs of their own clients or investors at the center of our business and allows us to organise our processes and service teams to deliver the excellence and value of a true partnership.
Our relationship management and client service model:
- Aligned relationship structure
- A real dialogue protocol
- Executive engagement to increase connectivity
- Formal & structured meetings
- Prioritisation process
- Transversal project management
- Tangible KPI’s for each product
- Key figures -
As of December 2024
History
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2018-2025
2018-2025- Opening of EFA Sweden in Stockholm
- Launch of the Front- to Middle- to Back- Office offer
- efa joins Universal Investment Group
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2009-2017
2009-2017- Nordic fund administration launch
- Hedge fund services launch
- EFAnet launch
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2002-2008
2002-2008- Life insurance offering launch
- EFA France opening
- Private Equity team launch
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1996-2001
1996-2001- 1996: Creation of European Fund Administration
- 150 employees
- 2001: Commercial activities to 3rd-party promoters