All fund services news

State Street and UC Investments partner on wealth platform

02 July 2025 US
Reporter: Karl Loomes

The strategic alliance aims to democratise access to institutional-grade investment tools and private markets

Yealand appointed ACD for Argonaut Capital funds

02 July 2025 UK
Reporter: Justin Lawson

The appointment covers the YFS Argonaut Absolute Return Fund and YFS Argonaut Flexible Fund, with Yealand assuming operational control from 1 July

Carne acquires Japan Fund Management (Luxembourg)

02 July 2025 Luxembourg
Reporter: Jack McRae

The acquisition aims to help the firm strengthen its position as a leading third-party management company in Luxembourg

Regents Gate Capital selects big xyt analytics

01 July 2025 UK
Reporter: Justin Lawson

The firm says the platform enables the fund manager to engage in more informed discussions with brokers while supporting disciplined execution strategies

Evelyn Partners sells its Fund Solutions business to Thesis

01 July 2025 Scotland
Reporter: Jack McRae

The company says that the sale will help it to focus on its wealth management activities

Truss Edge introduces partnership accounting tool for hedge funds

27 June 2025 US
Reporter: Jack McRae

Partnership tax reporting has been introduced to help fund managers with reporting demands that onshore partners structures require

State Street appointed as service provider by COtwo Advisors’ ETP

26 June 2025 US
Reporter: Jack McRae

State Street will deliver fund accounting, administration, and transfer agency services for the ETP

Chelsfield Asia picks TMF for fund services

25 June 2025 Singapore
Reporter: Clelia Frondaroli

The deal includes a full range of fund and corporate administration services for two structured investment vehicles, which will support investor reporting, compliance, and fund accounting

WisdomTree appoints BNY

25 June 2025 UK
Reporter: Jack McRae

BNY will support WisdomTree’s entire range of exchange traded products and Irish-domiciled UCITS ETFs

Charter Group Fund Administration launch investor onboarding platform

19 June 2025 UK
Reporter: Jack McRae

The digital service is designed to streamline subscription processes and improve the investor experience

NatWest Trustee and Depositary Services enhances fund governance

18 June 2025 UK
Reporter: Jack McRae

This comes amid data volume surges and increased compliance expectations, the bank says

Alantra selects Adepa as fund administrator and transfer agent

18 June 2025 Luxembourg
Reporter: Jack McRae

The mandate encompasses regulatory compliance, financial reporting, investor communications, and transfer agency functions

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