MFEX Quareterly Newsletter - Winter 2019

Updated: Dec 4, 2019



Dear Friends and Distributors,

Just in time to send you our best wishes for the New year 2019. Please find below a recap of some of MFEX achievements in 2018.


MEET US AT THESE EVENTS


  • Trends Investment Summit - Brussels, Belgium, February 13th 

  • Nordic Networking - Stockholm, MFEX Office, March 12th 

  • Stora Fondsdagen - Oslo, Norway, March 28th 


ACQUISITION OF RBC I&TS GLOBAL FUND PLATFORM (GFP)


MFEX is expanding its footprint in Europe and Asia by entering into an agreement with RBC Investor & Treasury Services (“RBC I&TS”), part of Royal Bank of Canada. In the agreement, MFEX will acquire the RBC I&TS’s Global Fund Platform (GFP) technology and will provide fund distribution services to RBC I&TS under a long-term partnership. The agreement with RBC will further strengthen MFEX’s position as a leading expert for international fund distribution in an industry which is rapidly consolidating.  The move will reinforce its market share in both Europe and Asia.

With this acquisition, MFEX will open three new offices - London (Coverage of UK Market), Luxembourg  (Operations) and Kuala Lumpur (Trading of Asian Funds)



AXELTIS & AHORRO UPDATE


MFEX has now completed the acquisition of Axeltis. The French (ACPR) and the Swedish (SFSA) regulators approved the transaction with Natixis Investment Managers for MFEX to buy 100% of Axeltis, long-term partnership withing BPCE Group.

Axeltis is the second fund platform acquired in 2018 after Ahorro Best Funds in Spain. Both acquisitions reaffirm MFEX position as a global and local distribution platform (Leader in France & Benelux) promoting an open architecture based on a state of the art technology providing regulatory solutions (MiFID II) to asset managers and fund buyers.



KEY FIGURES 2018


Increasing regulations resulted in the need to allocate significant resources into technology developments. This is one of the factors prompting a rapid consolidation amongst European B2B fund platforms.

With 920 asset managers distribution agreements and more than 200 clients local and international and assets of 194 Billion of Euros under administration, MFEX will be  one of  the largest fund platform in Europe with a strong focus on Nordics, Europe, France Benelux, Switzerland and developing fast in Iberia, Italy and Asia.



3 NEW FUND COMPANIES AVAILABLE VIA MFEX !


Roche-Brune Asset Management


Roche-Brune Asset Management is an Investment Manager founded in 2004, specializing in European and International equities. Their consistent and high performing management of funds relies on a multi-dimensional proprietary tool called M.U.S.T®, inspired by Private Equity. The portfolios are in general comprises 50 to 65 stocks of  "Quality at a reasonable price". ESG principles are also applied in their investment process.




Foord Asset Management


Founded in 1997, Foord Asset Management is an independent, owner-managed investment boutique offering a premium investment management service to long-term investors in Singapore and UCITS investment funds.

Foord’s concentrated global equity and global absolute return products are managed using a multiple-counsellor process. The managers construct diversified investment portfolios based on fundamental research and an adaptable, value-driven investment policy.


Bestinver acciona



Bestinver was created as a small financial unit dedicated to actively manage family-owned portfolios, with a clear goal: obtain the best possible long-term returns. Today, Bestinver is a  ndependent Asset Manager in Spain, with 30 years of experience, and more than 6 billion euros under management.



LIST OF ALL FUND COMPANIES

Should you wish to contact any of these new partnering Fund Companies and obtain further information about their funds, please contact clientservices@mfex.com.

Please find a complete list of Fund Companies on MFEX here and get in contact with us, if you require more information on funds and rebates.

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