Altana Wealth Limited selects SGSS in Ireland for its UCITS fund structure

Altana Wealth Limited in the United Kingdom has appointed Societe Generale Securities Services (SGSS) in Ireland to provide fund administration, transfer agency and depositary services for their fund structure Altana UCITS Funds plc (the “Fund”).

The Fund is authorised by the Central Bank of Ireland and currently has two sub-funds in operation in the structure, Altana Corporate Bond Fund and Altana Turnaround Stock Fund.  Altana Corporate Bond Fund is a globally diversified corporate and sovereign bond portfolio.  Altana Turnaround Stock Fund invests in long equity positions, listed predominately on the stock exchanges of the G7 countries. Both sub-funds are daily dealing funds.

Services provided within the mandate:

  • Fund administration
  • Transfer agency and registrar services
  • Depositary services

Geographic scope:

  • Ireland

Reasons for retaining SGSS:

  • Recognised expertise in servicing investment portfolios
  • An extensive network of local representative agents in 15 countries throughout Europe
  • Competitive fees
  • Experience at servicing UCITS funds

Altana Wealth Limited

Altana Wealth Limited is an asset management company based in London. The company manages assets on behalf of professional clients and eligible counterparties. Altana is authorised and regulated by the Financial Conduct Authority in the UK.