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HSBC launches UK transfer agency business
29 June 2020 Edinburgh
Reporter: Maddie Saghir

HSBC Securities Services has launched a UK transfer agency (TA) business, servicing both retail and institutional investors

European Depositary Bank selects Thomas Murray for data services
29 June 2020 London
Reporter: Rebecca Delaney

Thomas Murray has been chosen by European Depositary Bank, a subsidiary of Apex, to administer data and monitoring services to compliance practices

HB&T launches collective trust tickers on Nasdaq Fund Network
22 June 2020 Houston
Reporter: Rebecca Delaney

Collective trust administrator HB&T has gone live on Nasdaq with over 30 collective investment trust tickers

BNP Paribas wins custody mandate for Hong Kong’s first retail OFC
12 June 2020 Hong Kong
Reporter: Maddie Saghir

BNP Paribas Securities Services has been selected to provide custody services to BEA Union Investment, the first fund manager to use Hong Kong’s OFC regime for actively-managed retail funds

State Street to service Fidelity’s new suite of ETFs
10 June 2020 Boston
Reporter: Maddie Saghir

State Street will provide ETF Servicing for Fidelity’s first semi-transparent ETF suite utilising proxy basket structure

Suresh Gopal joins AlfaSec Advisors as director
04 June 2020 Singapore
Reporter: Maddie Saghir

The former State Street executive will join the two existing founding directors of AlfaSec Advisors

Citi appoints Joerg Guenther and Brian Ovaert
03 June 2020 London
Reporter: Maddie Saghir

Both Guenther and Ovaert will be responsible globally for operations and technology related to middle- and back-office services as well as asset servicing and futures

Cornerstone Capital selects Ultimus for fund administration
13 May 2020 Cincinnati
Reporter: Maddie Saghir

Ultimus was chosen to administer the ESG mutual fund through its Capitol Series Trust

Citi to provide ETF fund services to Tuttle Tactical Management
13 May 2020 New York
Reporter: Maddie Saghir

Citi has been appointed by Tuttle Tactical Management to provide full exchange-traded funds services

CACEIS completes Candriam’s first wave of funds migration
12 May 2020 Paris
Reporter: Becky Bellamy

CACEIS has completed the first of three fund migration waves for asset management company Candriam

State Street offers ETF servicing to Water Island Capital
11 May 2020 Boston
Reporter: Maddie Saghir

State Street has been appointed as the exchange-traded fund (ETF) servicing agent for Water Island Capital’s first ETF

UMB Fund Services appoints James Curry
01 May 2020 Milwaukee
Reporter: Becky Bellamy

Curry will focus on fund distribution services for clients, further enhancing the firm’s service offering to the asset management industry