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Event History

The International Transfer Agency Summit (ITAS) has been running since 2001 and is widely regarded as the leading event in the fund operations and transfer agency industry. With cutting edge topics investigating the state of fund operations, distribution and transfer agency development, and leading authorities from the banks, regulators and investors that are behind all these developments, ITAS has truly become the one-stop-shop for meeting all those in the know. No need to spend time on time-consuming meetings that number only several in a day – meet with 200+ members of the funds processing and transfer agency  industry in two information packed days, with great networking opportunities. 2012 saw over 220 attendees and it was the best turnout yet. Hope to see you in February 2013 at next year's event.

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Over 220+ Attendees In 2012 Including:

Standard Life Investments Fidelity International Allfunds Bank Tweetminster Clearstream Banking Margret Foundation
SEB Credit Suisse Fund Services Goldman Sachs Asset Management Bank of America State Street SunGard
Atlantic Fund Services Orbis Investment Advisory Nomura Research Institute Europe Ltd VP Lux Natixis Global Associates International Capital International Funds
BNP Paribas Investment Partners HSBC Fideuram Investimenti SGR Ernst and Young Audit sp. z o.o Silica Holdings (Pty) Ltd Legal and General Portfolio Services Ltd
Societe Generale Securities Service Schroders M&G; Investment Management Ltd BNP Paribas Securities Services International Financial Data Servic Canada IFDS
Legg Mason Calastone Barclays State Street Bank Luxembourg SA Nucleus Financial Group HSBC Securities Services Luxembourg SA
Altus Ltd Henderson Global Investors PwC TASC T Consult Ltd BNY Mellon Asset Servicing Man Investments AG
Euroclear Cofunds Ltd Robeco Asset Management KBL European Private Bankers Credit Suisse (Luxembourg) S.A. Brown Brothers Harriman (Luxembourg) S C A
DST Global Solutions Aviva Investors JPMorgan Asset Management International Financial Data Services Allianz Global Investors Advisory G Allianz Global Investors Luxembourg S A
Bravura Solutions MFS Service Center Lipper FMI VP Securities AS PWC International Financial Data Services UK Ltd
J.P. Morgan Riva Financial Systems PIMCO Europe Ltd EJ Associates Linedata Multifonds
Investec Asset Management Banque Privee Edmond de Rothschild Europe ING IM Northern Trust Franklin Templeton Investment Management Limited RBC Dexia  Investor Services
ALFI TA Forum Metrosoft Victor Buck Services Caceis Investor Services ING Life Luxembourg

What Your Peers Think

"Very good balance between information/ content and networking opportunities"
Matthias Doerscher
"Very interesting and interactive presentations and panels where critical business issues are addressed by true experts of the fund distribution world"
Etienne Carmon
"Good number of attendees right across the industry. Good networking opportunity"
Mike Tumilty
Standard Life

Related Events

The 5th Annual

ITAS Asia 2012 - Asian Transfer Agency Summit

06 Nov 2020 - 07 Nov 2020
The Excelsior Hotel, Hong Kong

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