European Fund Services

Advised European Fund Services on sale to Societe Generale Securities Services


European Fund Services (“EFS”) provides fund distribution services in the main European markets. A Luxembourg based business, backed by a Luxembourg private bank, it developed sophisticated service for fund companies requiring support for cross border distribution arrangements.

Société Générale Securities Services (“SGSS”) offers a comprehensive range of high value added securities services for investors and is part of Global Investment Management and Services, one of the six business lines of the Société Générale group.


SGSS were looking to expand their Luxembourg operations & further strengthen their investor services capability.

Subsequently SGSS were successful in acquiring the Securities Services business of Unicredito, with more than $455bn of assets under custody and $80bn of funds under administration. EFS became a key element of the required Transfer Agency service, with clients requiring service in Luxembourg, Italy, Dublin & Hamburg.

Our Role

Sole advisors to EFS, its management & founder shareholders.

WordPress website design and development by Andy White