RBC Investor & Treasury Services wins Irish UCITS mandate
23 April 2013 Dublin
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RBC Investor & Treasury Services has been selected by Polen Capital Management as service provider for its newly launched Polen Capital Investment Funds UCITS umbrella fund structure in Ireland.
The account will be serviced in Dublin and involves the provision of: custody, fund administration, shareholder and trustee services, financial reporting, key investor information services and foreign exchange.
Stan Moss, CEO of Polen Capital Management said: “We are constantly looking for ways to capitalise on strong demand from international investors as well as from our home market. The expertise and support of RBC Investor & Treasury Services with the launch of our new UCITS, the Polen Focus US Growth Fund will help us to maximise our investment management capabilities for concentrated portfolios of US equities.”
Padraig Kenny, the managing director in Ireland for RBC Investor Services said: “Polen Capital Management selected us for this new fund based on our proven track record with UCITS as well as our strength and scale in the UCITS arena and flexible operating model. We look forward to developing a strong relationship with them, focused on providing strong service delivery and industry-leading insight on matters affecting their new UCITS fund.”
Polen Capital Management is an independently owned and operated Florida-based US equity investment manager with focus on high quality large cap growth investments. Polen products are offered through a separately managed account, mutual fund, UCITS and private partnership for various client types including high net worth individuals and family offices, endowments and foundations, corporations, and public funds.
The account will be serviced in Dublin and involves the provision of: custody, fund administration, shareholder and trustee services, financial reporting, key investor information services and foreign exchange.
Stan Moss, CEO of Polen Capital Management said: “We are constantly looking for ways to capitalise on strong demand from international investors as well as from our home market. The expertise and support of RBC Investor & Treasury Services with the launch of our new UCITS, the Polen Focus US Growth Fund will help us to maximise our investment management capabilities for concentrated portfolios of US equities.”
Padraig Kenny, the managing director in Ireland for RBC Investor Services said: “Polen Capital Management selected us for this new fund based on our proven track record with UCITS as well as our strength and scale in the UCITS arena and flexible operating model. We look forward to developing a strong relationship with them, focused on providing strong service delivery and industry-leading insight on matters affecting their new UCITS fund.”
Polen Capital Management is an independently owned and operated Florida-based US equity investment manager with focus on high quality large cap growth investments. Polen products are offered through a separately managed account, mutual fund, UCITS and private partnership for various client types including high net worth individuals and family offices, endowments and foundations, corporations, and public funds.
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