All fund services news

State Street deepens partnership with Principal Financial Group

04 June 2026 US
Reporter: Tahlia Kraefft

Under the expanded mandate, Principal will use State Street’s integrated investment servicing platform and global operating scale to support the evolution of its mutual fund business

BBH chosen to support AllianceBernstein’s European active ETF launch

04 June 2026 US
Reporter: Tahlia Kraefft

The new ETFs are domiciled in Luxembourg and form part of the existing umbrella structure that Brown Brothers Harriman already services for AllianceBernstein’s Luxembourg fund range

Apex Group supports tokenised real estate fund launch

04 June 2026 Luxembourg
Reporter: Matthew Challis

The group will provide fund administration and depositary services for non-financial instruments through Apex Fund Services Luxembourg and bank account services through European Depository Bank

Apex Group’s FundRock appointed as the ACD for Tatton fund range

02 June 2026 UK
Reporter: Zarah Choudhary

Apex Group will also provide fund administration and transfer agency services to the Tatton funds and Citi has been appointed as depository and custodian to the fund ranges, completing the institutional servicing model

Lion Group announces MoU with Meili Capital Management

29 May 2026 Singapore
Reporter: Tahlia Kraefft

The agreement establishes a strategic cooperation framework under which the parties intend to explore and establish a series of investment vehicles managed by Meili Capital

Universal Investment Group appoints BNY to service Irish ETF platform

29 May 2026 Ireland
Reporter: Zarah Choudhary

BNY will provide fund administration, depositary services, and ETF-specific operational support, enabling a full-service solution

Waystone to support Mackenzie Investments UCTIS fund structure

27 May 2026 Canada
Reporter: Zarah Choudhary

Waystone is providing governance, administration, risk, and compliance services for the fund structure as part of the partnership

Gordian Capital secures DFSA approval

21 May 2026 UAE
Reporter: Tahlia Kraefft

The business has been granted a licence by the Dubai Financial Services Authority to offer a comprehensive suite of institutional fund services, within or from Dubai International Financial Centre

Plurimi Wealth partners with ONE group solutions

21 May 2026 UK
Reporter: Tahlia Kraefft

The firm has been appointed by Plurimi Wealth to provide a range of services, supporting the firm’s fund distribution activity

ZILO and Yealand Fund Services enter partnership

21 May 2026 UK
Reporter: Zarah Choudhary

Under the partnership, Yealand will adopt ZILO’s Global Core Platform to support its transfer agency capabilities and operational growth

TMF Group receives DFSA authorisation

21 May 2026 UAE
Reporter: Tahlia Kraefft

The firm will be able to support clients incorporating and operating in the Dubai International Financial Centre and provide fund administration services

NAV Fund Services expands into UCITS fund administration in Ireland

20 May 2026 Ireland
Reporter: Zarah Choudhary

The expansion broadens the firm’s services for regulated investment funds domiciled in Ireland and across the European Union, says the firm

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