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SS&C Technologies completes acquisition of Calastone
15 October 2025 US
Reporter: Tahlia Kraefft

The purchase was funded by SS&C with debt and cash, with SS&C upsizing its Term B facility by US$1,050 million

Northern Trust onboards Lovell
07 October 2025 US
Reporter: Tahlia Kraefft

Josh Lovell has a background of more than 20 years of leadership working across operational excellence, strategic growth, and transformational change for global organisations

Northern Trust broadens fund services relationship
18 September 2025 Australia, US
Reporter: Tahlia Kraefft

Northern Trust is extending its relationship with Brandes Investment Partners in APAC through a new Australian fund

NAM appoints J.P. Morgan to service its ETFs
16 September 2025 Luxembourg
Reporter: Zarah Choudhary

The bank will be servicing newly-launched BetaPlus exchange traded funds and will be providing services, including fund accounting, custody, and transfer agency

Northern Trust continues partnership with Morningstar
21 August 2025 US
Reporter: Zarah Choudhary

Northern Trust has been working with Morningstar Investment Management since 2018 and the renewed mandate spans a range of investment strategies

Gravis appoints Northern Trust
12 August 2025 UK
Reporter: Zarah Choudhary

Northern Trust will provide fund administration, global custody, depositary, transfer agency, and outsourced trading via Integrated Trading Solutions for Gravis' five OEICs

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