91´óÉñ

Press Release
March 6, 2025
2
min read

´Ü±õ³¢°¿â„¢ chosen by State Street for the launch of UK transfer agency service

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London, 6th March 2025: ´Ü±õ³¢°¿â„¢, the UK-based FinTech specialising in global asset and wealth management software, is pleased to announce that it has supported State Street  in the successful launch of its  transfer agency offering in the UK and the onboarding of its client, River Global.

This underscores ´Ü±õ³¢°¿â„¢â¶Ä™s continued success and momentum in transforming transfer agency operating models, driven by our commitment to innovation, increased operating efficiencies  and improved client servicing for asset and wealth managers.  

State Street was a Series A investor in ´Ü±õ³¢°¿â„¢ and has provided continued support in the development of the technological platform.

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Phil Goffin, Founder and CEO of ´Ü±õ³¢°¿â„¢, said, 'I am very pleased to be announcing this successful collaboration with State Street. Through the  ´Ü±õ³¢°¿â„¢ platform, global custodian banks can create optimised, efficient and transparent transfer agency services that enhance workflow and deliver digital-first customer experiences in a world currently limited by legacy technology platforms.  

‘We appreciate State Street’s early confidence in our technology as a strategic  investor and their trust in ´Ü±õ³¢°¿â„¢.  It has been a pleasure to work with State Street and the River Global team and we look forward to further successful collaborations in the future'.


â€Donna Milrod, global head of product, State Street, said: ‘Transfer agency is the gateway to investors and distributors, and ´Ü±õ³¢°¿â„¢â¶Ä™s cloud-based and AI-enabled technology helps significantly reduce friction in the distribution process, providing a superior digital-first user experience, complementing our existing back-office offering. We are pleased to welcome River Global as our first client of our re-entry to the UK transfer agency market’.

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Contact details

Andrew Wilson
91´óÉñ, Chief Commercial Officer
Tel: +44 (0) 20 7920 3150
91´óÉñ@tavistock.co.uk
Jos Simson
Tavistock Communications
Tel: +44 (0) 20 7920 3150
91´óÉñ@tavistock.co.uk
Katie Hopkins
Tavistock Communications
Tel: +44 (0) 20 7920 3150
91´óÉñ@tavistock.co.uk

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