Sobre nós

CACEIS is an asset servicing banking group specialising in added-value financial services for all asset classes. With a solid IT infrastructure, we provide execution, clearing, custody, depositary and asset valuation in markets worldwide to assist institutional investors, global custodians, asset management companies, pension funds, private equity funds, banks, brokers and corporate clients.

As a specialist in operational process outsourcing, CACEIS creates an environment that ensures its clients can focus on their core business.

CACEIS benefits from the support of our original shareholder Crédit Agricole SA, as well as Santander.

CACEIS is backed by two of Europe’s largest banking groups, which gives us the resources to define the most effective strategy to support our clients.

A Follow-the-Sun Model

With a global presence across in all time zones, CACEIS provides continuity of service to all clients.

CACEIS is a leader in asset servicing and posts solid financial results. Steady growth in terms of assets, clients and geographical coverage makes CACEIS a reliable partner for our clients. The acquisition of Royal Bank of Canada’s European asset servicing activities, realised in July 2023, demonstrates our ongoing industry commitment.

CACEIS’ capital is prudentially allocated to ensure client assets are fully protected, and investment in technology guarantees clients high service levels. CACEIS also offers clients a rigorous compliance system that fosters the stable and sustainable development of their business activities.

As of December 31st, 2023

CACEIS has implemented a strategy to digitalise its value chain to better serve clients. We leverage digital technology to improve the user experience, increase the efficiency and security of operations, and optimise product sales channels.

By developing innovative and agile solutions to raise service efficiency, CACEIS remains focused on digitalising the client journey, from account opening and contract signature through to measuring satisfaction by implementing our “Leading by Client Satisfaction” process.

Discover our Digital Platforms

CACEIS believes that strong corporate social responsibility is a source of long-term growth, which includes a deep commitment to being a reliable partner for our clients by adding sustainable value.

CACEIS’ ESG strategy reflects our commitment to supporting the climate transition by assisting clients in the implementation of their ESG regulatory obligations and assessing their portfolios for a more carbon-free world.

Concerned about our own social and environmental impacts, and aware of our duty to set an example, CACEIS has been measuring its direct environmental footprint for many years and implementing action plans to reduce it.

CACEIS’ code of conduct reflects the high standards of responsibility and quality that govern our professional activities, and a determination to always act in the best interests of clients and stakeholders. It encourages our suppliers to adopt this virtuous approach.

As a responsible employer, CACEIS has implemented a company policy aimed at helping employees to improve their skills. Voluntary programmes covering compliance, diversity, fairness and quality of life at work bolster the ethical awareness, commitment and motivation of the staff.

CACEIS has created its Sustainability Center, a think tank that brings together CACEIS’ employees who represent the business lines and are invested in sustainable development.This group meets regularly to reflect on how to improve its actions and services to clients.

Excellence in client relationships is a key element in CACEIS’ approach. Clients remain at the centre of all activities to provide personalised support adapted to their individual needs.

CACEIS’ front-office teams have the experience to understand the commercial strategy and cater to the complex needs of global clients. CACEIS develops a close working relationship with each client by offering them a dedicated sales contact to guarantee the quality of the services provided.

Sales Contacts Where to find us