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Investor management

The environment in which we operate is highly regulated. We believe that good conduct is a key requirement of high functioning economy; and as such is central to our way of working.

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The environment in which we operate is highly regulated. We believe that good conduct is a key requirement of high functioning economy and as such is central to our way of working. A core part of our business is directed at assisting others to meet and prosper from their obligations to operate in an ethical manner towards their investors. Not just because it’s a central tenant of regulators’ rule books; but because fundamentally it’s the right thing to do.  In today’s environment it is organisations that embrace this that are likely to grow faster and more sustainably.

By combining our regulatory and governance expertise with our experience and deep rooted operational knowledge we are helping our clients deliver sustainable benefits to their customers for the long-term; with service delivery models fit for the future.

Our wide range of shareholder services cater for companies of all sizes, across all industries. We manage member registers for UK publicly listed and unlisted companies and retail bonds. Leveraging our expertise as the UK’s largest registrar, we have the resources to provide employee share plans, investor relations and share dealing services tailored to your requirements.

We also provide a leading transfer agency (TA) and registrar service to various fund and asset types.

We appreciated Asset Services’ valuable experience whilst deciding on our share plans proposition. Its success was a true attribute to the plan’s design and communication programme.

Marie Jay
Group head of HR, Countrywide