Atlantic's history as a full service provider began with the founding of Forum Financial Group in 1986. In his tenure as president (1986-2003), John Keffer (now Chairman of Atlantic) built Forum into the largest, privately owned fund service provider in the United States, with a major offshore operation in Bermuda.
In 1995 John founded Forum’s European branch in Warsaw, (Investment Fund Services), which has since developed into one of the largest fund administration and transfer agents in Europe, with offices in Luxembourg and in Poland.
Citigroup acquired Forum in 2003 with John Keffer becoming president of Citigroup’s Global Fund Services. In 2007, John re-acquired a significant portion of Citigroup’s interests in Forum (U.S.) and established Atlantic’s U.S. operations, augmenting those operations in 2009 by acquiring Citigroup’s (formerly Forum's) Warsaw affiliate.
These two acquisitions, now unified as Atlantic Fund Services, represent the continuation into the present of the corporate culture first defined in the original Forum Financial Group. Atlantic’s culture and work ethic is maintained by many of the same individuals who were part of the original Forum, working together again to deliver the same high quality service as they have done over the years.
- 2017: Best Value in Administration
- 2016: Transfer Agency Award
- 2014: Highest total published score among global providers
- 2013: Top-rated in 10 service categories
- 2012: Top-rated status in 8 service categories
- 2011: #1 for Fund Accounting
(Results from Global Custodian's annual Mutual Fund Administration Survey)