About us
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector globally.
We employ a global workforce of 5,500+ people across 25 jurisdictions and have assets under administration exceeding US$750 billion. We work with 13 of the world’s top 15 private equity firms.
Our services are underpinned by a Group-wide commitment to corporate sustainability and robust technology tools, including a global data platform and innovative proprietary software supported by in-house experts. Above all, what makes us different is our people.
Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on our deep client understanding.
We’re driven by our purpose, to power people and possibilities.
We help our clients to invest in a sustainable and compliant manner. By acting as a guardian for our clients’ investments, we contribute towards the operation of safe and well-functioning financial markets; it’s our people that make that happen.
In partnership with
IQ EQ Group is a privately owned business with its head office in Luxembourg. We’re majority owned by a fund managed by Astorg who, since the initial investment in 2016, have worked closely with us to create growth, expand internationally, and deliver innovative, tech-enabled solutions for fund managers, multinational companies, family offices and private clients worldwide. Sustainability is a key value-creation driver at Astorg, and it’s wholly integrated into their way of doing business. They’ve actively encouraged us to include climate, diversity, equity, and inclusion (DE&I), and information security factors in the development of our business.
Three segment strategy
We provide investor services across the entire investment value chain by co-creating solutions with our clients. Our service offering is split into three key segments:
Fund and Asset Managers (FAM)
Providing fund management, data services, administration, regulatory compliance, and outsourced services to support the global fund and asset manager community
Private and Institutional Asset Owners (PIAO)
Supporting family offices and other institutional asset owners in protecting, managing and structuring their wealth
Debt, Capital Markets and Corporate (DCMC)
Providing fully-fledged back- and middle-office solutions across banking, securitisation, insurance and corporate services sectors
All three segments continue to grow faster or in line with the market
We support our clients, by delivering a trusted, global end-to-end solution across our core service areas.
- Accounting and Administration
- AIFM Services and Depositary Services
- Asset Management
- Asset Owner Solutions
- Asset Servicing
- Capital Markets
- Cash Services
- ESG
- Outsourcing
- Regulatory and Compliance Services
- Tax and Audit Support Services
- Technology Services
Introducing our Group Management Team
Mark Pesco
Group Chief Executive Officer
Brian McArthur-Muscroft
Group Chief Financial Officer
Joanna Macleod
Group Chief Operating Officer
Emma Crabtree
Group Chief Commercial Officer
Diana Senanayake
Regional CEO, Continental Europe
Justin Partington
Global Head of Fund and Asset Managers
Caroline Bagshaw
Group Chief People Officer
John Legrand
Regional CEO, UK, Ireland and Crown Dependencies
Matt Okolita
Regional CEO, Americas
Sridhar Nagarajan
Regional CEO, Asia, Middle East and Africa
Chris Robinson
Group Chief Technology Officer
Chris Marsden
Group General Counsel
Sally Alayarian
Group Chief Risk Officer
Our values
Underpinned by our purpose, to power people and possibilities, our values are fundamental to everything we do. They shape us as a business and provide us with a foundation that enables us to connect deeply with each other, our clients and our communities.
We’re authentic, bold, and collaborative. We’re empowered to make possibilities happen.
Much like our values, diversity, equity and inclusion run through everything we do.
We recognise and respect who you are.
We value everyone.
One IQ-EQ
Creating a culture that nurtures One IQ-EQ is important to us. We look to power the possibilities for all our people while also giving everyone the sense of belonging to something bigger.
Global customer excellence
Our ability to put our best foot forward with clients, prospects and partners rests heavily on our commercial foundations and international footprint.
$750+ bn
Assets Under Administration
Three client segments
Fund and Asset Management
Private and Institutional Asset Owners
Debt, Capital Markets and Corporate
Recorded revenues in excess of
€630m
in 2023
We operate from
25
jurisdictions, serving multiple markets globally
We employ
5,500+
people globally
94
nationalities represented across the Group
46
languages spoken across the Group
Globally, our business is 53% women and 47% men
49%
of our line managers and
41%
of our senior managers are women
Combining people and platforms to create a real difference
2023 was another year of growth and innovation for our business. We expanded our operations and strengthened our capabilities in key markets and regions. We’ve grown our teams globally, including in the Philippines and Mauritius, in addition to opening a new operation in India.
We’ve also grown our business by investing in technology and digital transformation. We believe that technology is not only a business enabler but also a key differentiator for our business. To position us for future growth we’re implementing a scalable digital infrastructure that leverages automation, artificial intelligence, and data analytics to improve our processes, products, and customer experience allowing us to deliver faster, better, and more cost-effective solutions to our clients and stakeholders.
Across the Philippines, Mauritius, and India, we’ve over 2,400 people working with and supporting our clients, either through our GCD function, or directly with them. Within the GCD operations, we’ve over 1,800 people- 1,200+ in the Philippines, 370+ in Mauritius and 230+ in India.
Our ability to deliver consistently high value service to clients is underpinned by stable resourcing:
- Our GCD service hubs in the Philippines and Mauritius have a proven track record in providing outsourced administration services for over 10 years to our global clients including some of the leading companies in private equity, infrastructure, real estate and credit
- Our clients have seen the benefits this brings through operational efficiencies underpinned by a highly scalable and sustainable approach to supporting their growth ambitions
- We developed a tool to manage resourcing across multiple jurisdictions and time zones, which we call IQ-EQ Navigator
The concept of our One IQ-EQ team is central to our business. As an acquisitive business successfully integrating acquired businesses quickly and efficiently is a strategic imperative. We’re proud of our strong track record and proven blueprint in integrating our acquired businesses, as demonstrated by our 2023 strategic acquisitions in Asia. A successful integration for us extends past systems and processes to ensuring the people we bring into our business are welcomed, empowered, emboldened and valued.
We want them to be part of our team, and to feel part of our mission to serve our clients. We’re committed to our culture and to our values and look to acquire and partner with people and businesses who reflect these attributes.
Highlights include:
Asia
Our strategic acquisitions of ComplianceAsia and Lymon PTE in 2023 established us as a market-leading independent regulatory and compliance services business, with a global presence of 500 people
India
In India we serve clients directly as well as indirectly from our offices in Mumbai and from our Global Client Delivery (GCD) office which we opened in Hyderabad in 2023 and which today employs 230+ people
We’re also now licensed to deliver full-fledged administration, compliance and corporate secretarial services to alternative investment funds (AIFs) and other structures domiciled in GIFT City’s IFSC
Dubai and Abu Dhabi (UAE)
After more than 20 years providing services to our clients in the Middle East, we established a physical presence in the UAE with new offices in Dubai and Abu Dhabi in 2023. Following the grant of the necessary licences, obtained from the Dubai Financial Services Authority (DFSA) and the Abu Dhabi Financial Services Regulatory Authority (FSRA) we’re now fully equipped to service the rapidly growing fund and asset managers and corporate communities in the Middle East market, from both our Dubai and Abu Dhabi offices
Philippines
In 2023 we grew our team in the Philippines, adding two new offices in Alabang and Cebu creating three GCD hubs in the region employing over 1,200 people in the region
Asia
We acquired ComplianceAsia and Lymon Pte Ltd in 2023 and rebranded these businesses to IQ-EQ in May 2024. These acquisitions add strength and depth to our regulatory compliance business, solidifying our position as industry leaders. Through these teams we offer clients a range of additional Regulatory Compliance products and services delivered by an expanded and highly experienced team of over 100 people in Asia and more than 500 people globally. Our team services our international client base of asset managers, hedge fund managers, private equity and venture capital fund managers, real estate firms, family offices, broker-dealers, insurers, wealth managers and investment banks offering them an unparalleled range of services, expertise and ease of access to new markets.
From a sustainability perspective, we’ve continued to improve our engagement with our colleagues across our Asia offices bringing them with us on our sustainability journey, whether it’s in relation to reducing our carbon footprint, reducing waste, or ensuring we’re a more diverse and inclusive business.
North America
North America has been one of the largest areas of growth for us over several years acquiring seven businesses in the region since 2018 and establishing ourselves as the leading service provider in the market.
During this period of growth, we leveraged our own expertise to integrate our acquisitions and operate as One IQ-EQ. In our North American offices, our employees and stakeholders have actively embraced this and are at the forefront of bringing these values to life every day.
Within the region we’ve worked hard to engage our people, across a wide geography, bringing people together to create a shared culture, which values people, and their wellbeing. A core element of this engagement has been our commitment to diversity, equity, and inclusion (DE&I), Tangible examples of this commitment in action include our celebrating women in leadership panel discussion and our mentoring and buddy programme for new joiners designed to support them during their first six months with the business.
In 2023, we also started to implement various environmental initiatives such as reducing plastic waste and improving recycling programmes. As part of this programme our Dallas office launched a zero-waste initiative.
A major focus for our U.S. business has been the alignment with the broader corporate values of authenticity, boldness, and collaboration which they’ve sought to integrate into their operational ethos, through various activities, including focus groups and visual reminders across offices, along with leadership discussions aimed at embedding these values more concretely into everyday business practices.
Promoting our EVP and connecting with our people to drive our One IQ-EQ philosophy has been an important part of our work throughout the year – but it hasn’t been without its challenges. We believe that prioritising our people and enhancing their well-being, strengthens us as a business and ultimately improves our ability to not only serve our clients but building lasting and sustainable relationships with them.
We know we’ve more to do. We want everyone we work with – our team, clients, business partners and investors to connect with our sustainability mission, creating a positive difference to our business relationships through improved retention and a more empowered workforce.
