Mr. Jörn Tobias is the Global Head of Investor Servicing Product at State Street located in Germany.
In his current position, Mr. Tobias is responsible for State Street’s product and service offering for Transfer Agency, Fund Order Services and Cash Allocation Services. In addition to his role at State Street, he is a Non-Executive Director at the board of IFDS Ireland and IFDS Luxembourg.
Prior to joining State Street in 2000, Mr. Tobias has held various positions at HypoVereinsbank (now UniCredit) and AXA Investment Managers.
Session kindly sponsored by State Street
Transfer Agents play a pivotal role in supporting the cross-border distribution of funds today. They are at the forefront of the investor experience and gatekeepers to regulatory requirements. The panel will examine this role and how it has evolved to meet the needs of the Asset Managers, Investors and Distributors and also where the focus needs to be as we look to the future.
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