CACEIS Medium Term Plan 2028: The New Strategic Horizon

01/27/2026

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On 18 November 2025, Crédit Agricole S.A. unveiled its medium-term plan, ACT 2028, with the desire to be a conquering bank, leader in Europe, leader in transitions and leader in new technologies. CACEIS is now defining its own strategic priorities to align with these overarching ambitions.

A Plan Built on Solid Foundations

Leveraging on our successful initiatives under the 2022-2025 Plan, CACEIS is well positioned to capitalise on current market developments. CACEIS is building on its key accomplishments such as the acquisition of RBC's European asset servicing activities, thereby strengthening our position as a European leader, with significant business growth in Luxembourg and Ireland. Furthermore, CACEIS has new opportunities in Asia with a major operational centre in Malaysia supporting our 'Follow-The-Sun, Data Anytime, Anywhere' model.

In line with Crédit Agricole's ACT 2028 Plan, CACEIS is establishing its objectives around three major strategic pillars: Acceleration, Transformation and Cohesion.

Acceleration: Expansion and Market Opportunities

CACEIS is continuing to extend its European footprint with the opening of a branch in Stockholm to better serve the Nordic region and meet the needs of market participants. In Asia, we will support our European clientele while building up our Asian business, via the opening of a branch in Singapore.

CACEIS also plans to take advantage of opportunities to further develop its products and services. The major changes impacting the asset management and asset servicing sectors represent significant growth prospects for CACEIS. The focus will be on certain high value-added products and services to meet investors' growing appetite:

• Development of digital assets and fund unit tokenisation, assets which are generating increasing client interest. With its MiCA licence, CACEIS will enable institutional clients to access a secure offering for the execution and custody of their crypto-assets. The objective is to quadruple digital assets under custody within three years.
• Enhanced support for the development of new fund services, notably for ETFs and pension funds, with a range of new solutions for middle-office outsourcing and fund distribution.
• Market Solutions, as a natural complement to the core custody offering, will be extended, with a particular focus on execution services and collateral optimisation.
• To support the growth of alternative assets, the comprehensive PERES offering will be rolled out across CACEIS's entire network.
• Finally, new custody and cash services will be launched to underpin organic growth and enhance the quality of service, particularly with regard to tax-related services.

Transformation: Efficiency and Commitment

Our operational model "Follow the Sun - Data, Anytime, Anywhere", implemented in 2025, will continue its roll-out to deliver operational efficiency gains.

In parallel, the Group will extend the use of AI across all its activities.

Finally, in the context of European sovereignty, CACEIS's ESG commitments will be key differentiators, consolidating its position as a responsible and committed partner.

Cohesion : synergies and cross-functional collaboration

CACEIS will continue to construct strategic links with other Crédit Agricole group entities, especially in the digital assets space.

Cross-functional collaboration, internal teamwork and people empowerment will be key factors in this strategic plan, enabling us to drive innovation forward, take greater ownership, and enhance client satisfaction.

Carlos Rodríguez de Robles, Deputy Chief Executive Officer in charge of Strategy and Innovation at CACEIS, concludes: "CACEIS is positioning itself as a consolidator in a shifting European market. Our strength lies in our ability to anticipate change and adapt rapidly to sector transformations. We remain determined to consolidate our position as a European leader and to extend our expertise beyond Europe, with client satisfaction as our sole compass."

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