Press Corner

Frankfurt am Main/Luxembourg, 9 November 2022. Universal Investment Group is pleased to announce that it has successfully completed the acquisition of Luxembourg-based financial services provider European Fund Administration S.A. (EFA). The agreement for the acquisition was signed in April and has recently been approved by the Commission de Surveillance du Secteur Financier (CSSF), the Luxembourg financial regulator.   Following regulatory approval by the CSSF, Universal Investment successfully closes the acquisition of EFA EFA joining Universal Investment substantially accelerates the Group’s international expansion Combined assets under administration exceed EUR 900 billion Download the full Press Release

EFA is proud to have been chosen by Link Fund Solutions (Luxembourg) to provide Middle Office services covering Trade management services for transferable securities and for financial derivative instruments. Our Middle Office services are specifically designed for Asset Managers operating in an open-model, (multi-custodian, multi-broker, multi-manager) that seek to implement an efficient and robust post-trade execution processes in line with CSD Regulation.  This block of Middle Office services is part of our Front-to-Back solution. It can be easily combined with Back Office services and a new state-of-the-art Front Office if needed. Download the press release here    

We are excited to announce the opening of EFA’s Nordic office based in Stockholm. After having serviced Nordic Asset Managers for over 15 years, this emphasizes our continued commitment to the region and is a natural next step in our journey to become the leading investor services platform in the Nordics. EFA's clients include some of the most prestigious Nordic Asset Managers. We provide fund administration, transfer agency services and regulatory solutions for both Swedish domestic funds and Luxembourg domiciled funds, in addition to front, middle and back office services for segregated mandates. Download the press release here   Discover here our solutions for Nordic Asset Managers    

Frankfurt/Main and Luxembourg, April 12, 2022. Universal Investment Group and the shareholders of European Fund Administration (EFA) – Banque de Luxembourg, Banque et Caisse d'Épargne de l'État, Oddo BHF, Quintet Private Bank (Europe) S.A. – today jointly announce that they have entered into an agreement for the acquisition of EFA by Universal Investment Group. The transaction is subject to regulatory clearance by the Luxembourg financial authority CSSF and is expected to be completed in the second half of 2022.   Combined assets under administration of more than EUR 900 billion in over 7,000 investment funds and segregated mandates Partnering with EFA is another milestone to reach the ambition of becoming the leading European investor services platform and Super ManCo Jointly, both companies want to significantly develop geographical regions like the Nordics, France and Benelux. Download the full Press Release

EFA est fière d'avoir été choisie par Connect PRO pour la gestion administrative et comptable de son nouveau fonds de Private Equity FPCI Sud Rebond.

The regulatory environment around funds has drastically increased in recent years and this trend is expected to continue. As a leading provider of the fund industry in Luxembourg, EFA is committed to providing its clients with the best service and the most up-to-date tools to respond to their existing and future regulatory requirements. To this end, EFA wanted to adopt a dedicated platform to industrialise the operations of its teams of experts. At the end of a selection phase, EFA chose NeoXam’s Impress Regulatory Edition hosted with NeoXam as a Service for its qualities of data integration and rationalization, its robust and complete calculation engine and its advanced visualization interface, allowing EFA to meet all of its expectations. This decision both reinforces and expands the long-standing relationship between EFA and NeoXam initiated with the adoption of the back-office investment accounting tool NeoXam GP. Gary Janaway, COO at EFA, said: “The ability to provide our clients with a full range of regulatory reports with increasing demand for digital output led EFA to extent our partnership with NeoXam. Primary factors that influenced our selection were the ability to manage the integrity and quality of data from internal production systems and to import data from external sources. Impress Regulatory Edition facilitates our clients’ need for high quality branded regulatory reports and provides EFA with a high capacity production capability.” Florent Fabre, COO of NeoXam, added: “The future of reporting is undoubtedly industrial and digital. We develop high-performance and innovative solutions that meet the demanding expectations of the market to support our customers. We’ve worked closely with EFA for over a decade now and look forward to continuing to support them in their growth.”

EFA et ODDO BHF sont très heureux de collaborer avec la société de gestion Smart Lenders AM, qui les a retenus pour organiser le lancement du Fonds Commun de Titrisation (FCT) « SLAM Cash Advance », visant l’acquisition et le financement des créances cédées par la Fintech Pledg pour un montant de 55 millions d’euros.

EFA, a leading Assets Servicing company in Luxembourg, is proud to announce that it has signed the United Nations-supported Principles for Responsible Investment.

BlueOrchard partners with EFA for the Japan ASEAN Women Empowerment Fund

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