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Legg Mason selects RBC Investor & Treasury Services


01 April 2015 London
Reporter: Stephanie Palmer

RBC Investor & Treasury Services has been appointed as custodian and administrator for Legg Mason Australia, the Australian arm of US-listed Legg Mason Global Asset Management...
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SGSS improves admin and accounting in German


27 March 2015 Frankfurt
Reporter: Stephanie Palmer

Societe Generale Securities Services GmbH in Germany has improved its administration and accounting services for direct investments, in response to a growth in the market and drive towards greater transparency...
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Northern Trust: Reforms mean more diverse market


16 March 2015 London
Reporter: Stephanie Palmer

A pensions reform in the UK would lead to major changes and a greater diversity of products, but won’t completely displace annuities, according to Northern Trust and CREATE-Research...
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First accounts move to Ireland’s ICAV funds


12 March 2015 Dublin
Reporter: Stephanie Palmer

Permal Group is moving some of its British Virgin Island accounts to Ireland, after the Irish Collective Asset-management Vehicle (ICAV) was signed in to law last week...
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NEPC selects pControl processing platform


12 March 2015 Boston
Reporter: Stephanie Palmer

Investment consultant NEPC has chosen Milestone Group’s pControl as its core platform to provide end-to-end account processing for its growing discretionary business...
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SGSS secures French insurance mandate


12 March 2015 Paris
Reporter: Stephanie Palmer

Societe Generale Securities Services has been selected by French insurance company IP Valmy to provide custody, depository and valuation services for about €800 million in assets under custody...
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SunGard moves in to managed investments space


11 March 2015 Minneapolis, MN
Reporter: Stephanie Palmer

SunGard has launched its new integrated managed investments solution for banks and other wealth advisors, and has implemented it in Minnesota’s community bank, Union Bank & Trust...
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Second NZ firm live with Sonata solution


11 March 2015 Wellington
Reporter: Stephanie Palmer

Trustees Executors Limited has become the second client to go live with Bravura Solutions’ Sonata wealth management platform, and the first to use it for the KiwiSaver work-based savings initiative...
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New funds for Guernsey, despite drop in assets


10 March 2015 Guernsey
Reporter: Stephanie Palmer

Guernsey Financial Services Commission (GFSC) approved 27 new investment funds in Q4 2014, meaning that a total of 137 new additions were approved last year...
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Walker Crips acquisition leads to £2 billion AUM


09 March 2015 London
Reporter: Stephanie Palmer

Integrated financial services group Walker Crips has acquired Barker Poland Asset Management (BPAM) in a move that has now been approved by the Financial Conduct Authority...