24 - Future-proofing your operations when providers are consolidating

Welcome to our first Coffee With... AlgoMe Consulting podcast of 2023. We decided recent news of the acquisition of RBC Investor Services by CACEIS was well worth talking about. 

There have been similar transactions across the industry and this marks yet another milestone in the trend towards consolidation of service providers in the Investment Management industry. Therefore, it is more than likely a few pressing questions will come to the mind of those CXOs overseeing global fund operations and outsourcing their activities to service providers: What is the rationale for such transactions? What are the benefits for the entities involved? What is the impact of such transactions, for me as a client, or for the investors that my firm is servicing? 

The acquisitions or mergers of service providers pose significant servicing and operational risks, which Investment Managers must mitigate and pro-actively manage.

We examine all these questions in our conversation with Parva Consulting’s Stephen O’Brien and Junaed Kabir, and we discuss how to future-proof operations when service providers are consolidating.

Guests:

Stephen O’Brien, Partner & Managing Director, Parva Consulting (Dublin)

Junaed Kabir, Partner & Managing Director, Parva Consulting (Luxembourg)

Presenter
Pierre-Yves Rahari, Partner, AlgoMe Consulting

If you liked our podcast, please share and tag us on LinkedIn @AlgoMe-Consulting.

Thank you for listening and feel free to subscribe.