Leading the Way
Global Asset Servicing News and Commentary
Asset servicing news and commentary
Leading the Way
Global Asset Servicing News and Commentary
Sanctions compliance converges with ESG
Tahlia Kraefft explores how sanctions compliance is progressively changing past being solely a regulatory requirement and becoming embedded as an informal component of the governance pillar of ESG
Expanding FDI regulations are reshaping asset servicing
As governments move to increase supervision of foreign capital, in the second part of this two part series, Tahlia Kraefft explores how custodians are becoming key conjoining tissue in a less unified global financial ecosystem with stricter oversight
The cost of compliance
As firms face growing compliance demands, documentation is changing from a record-keeping exercise into a cornerstone of operational resilience, finds Zarah Choudhary
Stricter foreign direct investment screening
The cumulative strengthening of FDI screening and geopolitical protectionism has fractured global capital markets. In the ?rst of a two-part series, Tahlia Kraefft explore how against this backdrop of greater complexity for investors managing cross-border guidelines, custodians have evolved into regulatory intermediaries enforcing multi-jurisdictional compliance before transactions
Building scale in tokenised collateral
As tokenised collateral moves from proof-of-concept projects to production-scale deployments, questions around interoperability, regulation, and market infrastructure are becoming increasingly important. Tonic’s Chris Watts, CEO and co-founder, and Steven Czarnota, head of digital, discuss the industry’s progress with Zarah Choudhary
The many sides of digital ETFs
Eamonn O’Callaghan, global head of ETF Product at CACEIS, examines the regulatory, operational, and custody considerations shaping the growth of digital ETFs and ETNs as investor demand for cryptocurrency exposure through traditional investment wrappers accelerates
Why the industry’s automation problem is really a data problem
Michael Wood, general manager for Asset Servicing at Broadridge, speaks to Zarah Choudhary about how rising event volumes are exposing weaknesses in operating models and why many firms are placing greater emphasis on trusted data as the foundation for scalable automation and AI
When exceptions become the rule
As ?rms face growing data complexity, compressed settlement cycles, and increasingly interconnected markets, operational breaks are becoming harder to prevent and faster to resolve. Zarah Choudhary explores why reconciliation remains at the heart of operational resilience
Leading the Way
Global Asset Servicing News and Commentary
Waystone
Joel Whitehead
Joel Whitehead, an assistant tax manager in the fund tax, operational oversight department at Waystone, explains the importance of being proactive in acquiring knowledge
AutoRek
Jack Niven
Jack Niven, vice president of North America at AutoRek, discusses his journey into asset servicing, the misconceptions surrounding the industry, and why curiosity, client exposure, and continuous learning remain essential for the
next generation of financial services professionals
Allfunds
Borja Largo
The private markets story is evolving well beyond access alone, says Borja Largo, chief fund partners officer at Allfunds, who provides a deep dive into what this means for the industry
Apex Group
Sean Tinney
Sean Tinney, vice president at Apex Group, discusses his journey from Ireland to New York, why the alternatives industry appealed to him, and how curiosity, international exposure, and continuous learning have shaped his early career in asset servicing and private markets
FundGuard
Lior Yogev
Lior Yogev, CEO and co-founder at FundGuard, explains why investment accounting infrastructure is becoming the foundation for AI adoption across investment management and asset servicing
Standard Chartered
Charlotte Kinsella
Charlotte Kinsella, associate director in banker broker dealer sales for financing and securities services at Standard Chartered, reflects on entering asset services from a non-linear path, the growing role of digital assets, and why asking questions remains one of the industry’s most valuable skills
Xceptor
Lester Buxton
Lester Buxton, a project manager at Xceptor, discusses his unconventional path into fintech and how his doctorate in theoretical quantum physics helped him along the path in unexpected ways
TMX CDS
Surabhi Sudhakara
Surabhi Sudhakara, strategic business development manager at TMX CDS, speaks to Carmella Haswell about her journey into securities finance, why the sector brings excitement, and saying ‘yes’ to the challenge
Leading the Way
Global Asset Servicing News and Commentary
News and people moves roundupPanel Discussion
Industry leaders assess the operational realities behind accelerated settlement.Corporate Actions
Zarah Choudhary asks if AI be trusted to interpret legally binding issuer announcements.Governance
Tahlia Kraefft explores how sanctions compliance is progressively changing.
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