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Citi’s Global Transfer Agency deploys Fenergo platform
17 July 2025 UK
Reporter: Zarah Choudhary

Using the Client Lifecycle Management platform, Citi now enables customised assessment for AML and KYC checks for clients

CACEIS appointed asset servicing provider for Syz Asset Management
02 July 2025 France
Reporter: Jack McRae

The asset servicing group will provide custody, fund administration, and transfer agency services for Syz

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

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

SimCorp and Clearstream partner
22 May 2025 US
Reporter: Clelia Frondaroli

Following the integration, SimCorp clients are now able to access Clearstream’s fund data solutions, allowing them to outsource the tasks of disseminating data for their funds

Apex Group appointed fund administrator for Mutual Limited
14 April 2025 Australia
Reporter: Jack McRae

Mutual Limited will transition administration for its Mutual Cash Fund, Mutual Income Fund, Mutual Credit Fund, and Mutual High Yield Fund to Apex’s fund solutions platform

T.Rowe picks SS&C
11 April 2025 US
Reporter: Clelia Frondaroli

This will act as part of the firm's now-extended transfer agency agreement with SS&C Global Investor and Distribution Solutions

Zürcher Kantonalbank selects HSBC
02 April 2025 Switzerland
Reporter: Jack McRae

The Switss cantonal bank has selected HSBC to service three new ESG ETFs

State Street onboards River Global and launches UK transfer agency service
06 March 2025 UK
Reporter: Jack McRae

State Street’s move to re-enter the UK transfer agency market has been supported by a partnership with fintech ZILO

State Street and SS&C Technologies restructure data services joint venture
25 February 2025 Ireland
Reporter: Jack McRae

State Street and SS&C Technologies have restructured their international financial data services joint venture in Luxembourg and Ireland

Igneo Infrastructure Partners chooses Northern Trust
05 February 2025 US
Reporter: Clelia Frondaroli

The company chose Northern Trust due to its alignment with Igneo’s global operating model and strategic plans

BBH implements account-opening API with Clearstream
28 January 2025 US
Reporter: Jack McRae

BBH’s account opening API launched in 2024 and is designed to work across a range of platforms, banks, and transfer agents