All latest asset servicing news

Globe Refund helps secure WHT refund for Santander pension fund

27 January 2026 Europe
Reporter: Zarah Choudhary

The CJEU made it clear that procedural rules governing withholding tax exemptions or refunds for non-resident pension funds cannot be used as a means of arbitrary discrimination or as a concealed restriction on the free movement of capital

BC Partners deployed Allvue System’s Allvue Document IQ

27 January 2026 US
Reporter: Zarah Choudhary

The solution streamlines portfolio monitoring and financial spreading by combining AI-enabled data extraction technology with human-in-the-loop quality assurance, delivered as a fully managed service

Xceptor chosen for Microsoft’s Agentic Launchpad

27 January 2026 UK
Reporter: Tahlia Kraefft

This initiative aligns with Xceptor’s plans to deploy AI agents within its data automation platform, prioritising use cases where the technology delivers measurable value

Equiom Group migrates to Quantios’ Core platform

27 January 2026 UK
Reporter: Zarah Choudhary

The platform, QCore, aims at modernising systems and strengthening Equiom’s long-term digital capability

GCEX Group appoints Tan

27 January 2026 UAE
Reporter: Zarah Choudhary

As the managing director of MENA, Carmen Tan will focus on spearheading growth opportunities for the Virtual Assets Regulatory Authority and delivering service to institutional clients

BNP Paribas’ Securities Services appoints Herrlin

26 January 2026 UK
Reporter: Zarah Choudhary

Based in London, Peter Herrlin has been appointed as global head of Hedge Fund Services and made responsible for the oversight of the Hedge Fund Services Client Line and Client Delivery global teams

HSBC Securities Services secures onshore mutual fund custody mandate

26 January 2025 China
Reporter: Tahlia Kraefft

This new mutual fund marks E Fund’s first onshore mutual fund to partner with a foreign custodian bank, a milestone for both organisations

Sage Capital Management unveils private banking service

26 January 2026 UK
Reporter: Tahlia Kraefft

The new single operating environment with unified onboarding connects each part of the financial workflow for institutional digital asset clients

Message Labs appoints Daron Pearce as Chairman

26 January 2025 UK
Reporter: Tahlia Kraefft

Pearce brings wide-ranging global leadership experience in securities services, financial market infrastructure, technology transformation, and operational resilience

Winterflood partners with JTC Group for a custody platform

26 January 2026 Jersey
Reporter: Zarah Choudhary

Winterflood Business Services will provide its global custody and execution services across JTC’s clients, via a platform designed specifically for professional services businesses

Apex Group appoints Dameski

23 January 2026 Canada
Reporter: Tahlia Kraefft

Alex Dameski brings more than 20 years of leadership experience in the Canadian asset servicing industry and will oversee strategic growth and operational excellence across the region

FIS chooses Chakravarthy

23 January 2026 US
Reporter: Tahlia Kraefft

Anil Chakravarthy’s appointment increases the size of the Board from nine to ten directors

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