Leading the Way
Global Asset Servicing News and Commentary
Asset servicing news and commentary
Technology
U.S. Bank deploys Fenergo’s Fen-X platform
20 August 2026 US
Reporter: Zarah Choudhary
Fen-X is designed to automate the manual processes associated with onboarding underlying investors and direct client relationships, helping to accelerate account setup while maintaining regulatory requirements
Leading the Way
Global Asset Servicing News and Commentary
England building the rails for Islamic investment
The UK has built a reputation as the leading western centre for Islamic finance. As Sharia-compliant funds, pensions, and sukuk move closer to the mainstream, Zarah Choudhary examines whether the asset servicing infrastructure beneath them is ready to scale
Making corporate actions risk visible
Jonny Ruck, co-founder and CEO of IntelliActions, discusses with Zarah Choudhary, the market risk embedded within corporate actions, the value lost through missed elections, and why AI remains a tool rather than a complete solution
Japan’s servicing evolution
As the land of the rising sun seeks to turn household savings into investment, attract greater international capital, and modernise its financial markets, the country’s asset servicing infrastructure is entering a period of significant change
Securities services technology evolution
Richard Wilson, executive director, S&P Global Market Intelligence, looks at how technology transformation is shifting from a focus on innovation alone, to the challenge of building scalable, efficient, and resilient operating models
Post-Brexit capital markets reform
Tahlia Kraefft explores how the FCA’s Secondary Market reforms sit within the post-Brexit change in UK financial regulation strategy to enhance the competitiveness of UK markets as it transitions from fixed EU-based rules toward a regime fitted to UK market structure
US Treasury Clearing’s Rule shifts from regulation to implementation
Three years after the US Securities Exchange Commission embraced mandatory central clearing for the majority of the US Treasury market, Tahlia Kraefft explores how firms have changed their approach from questioning the necessity of it to how they will effectively enforce it
The modernisation dilemma
As asset servicers face growing demands for faster processing, greater automation, and real-time data, decades-old technology is coming under increasing strain. Zarah Choudhary explores whether the solution lies in optimising existing infrastructure, building around it, or finally leaving legacy technology behind
T+1 accelerated settlement
With less than 18 months until Europe’s coordinated T+1 transition, industry leaders assess the operational realities behind accelerated settlement, from client readiness and FX challenges, to automation and data quality
Leading the Way
Global Asset Servicing News and Commentary
Clearing Technology
Michael Boel
As instant payments, digital assets, and cross-border innovation reshape financial services, Michael Boel, co-head of Clearing Technology, Banking Circle, considers how the payments industry is entering a new phase
Apex Group
Megan Stauffer
Megan Stauffer, product solutions specialist at Apex Group, discusses her journey into asset servicing, the value of combining fresh perspectives with industry experience, and how technology is reshaping the relationship between asset managers and their service providers
Adaptive
Tehreem Khan
Adaptive’s product specialist Tehreem Khan reflects on her journey from mathematics and software development into asset servicing, the value of fresh perspectives, and her ambitions for a future in leadership
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
Leading the Way
Global Asset Servicing News and Commentary
News and people moves roundupWithholding Tax
Global Tax Recovery’s Mark Friedman on the growing complexity of withholding tax recovery.Insight
Nicola Gerety of Prescient Fund Services speaks about the firm’s growth ambitions.Trading
Capco’s Marc Biro discusses the SEC’s approval of 23/5 equities trading on Cboe and Nasdaq.
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