Transfer Agency & Investor Services

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Delivering accurate data to investors and processing investor related transactions.

Growing regulations and increased investors’ expectations on transparency create greater complexity for fund managers when it comes to deliver accurate data to investors or to process investor related transaction.

No matter how diversified your portfolio may be, ZEDRA’s robust tech infrastructure and expertise on international regulatory frameworks, enable maintaining investor records for all classes of alternative investment up to date and in good legal standing, so you are able to provide real time data reporting and data analysis on investment portfolios when requested.

Our services include:

  • Processing investor-related transactions
  • Investor reporting
  • Conducting investor due diligence in line with regulatory requirements
  • Subscriptions and redemptions
  • Design of a tailored ESG report based on your needs and resources.

Our Funds Solutions Team

Wim Ritz

Global Head of Funds

Mark Cleary

Deputy Head of Funds, Channel Islands

Kelvin Sng

Head of Fund Services

Andy Cunningham

Head of Funds, Channel Islands

Maarten Robberts

Managing Director

Archie Irtizaali

Head of Commercial – Funds

Philippa-Lucy Robertson

Executive Director – Legal Counsel

Kelly Mukendi

Managing Director – Funds