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Citi to provide securities services for Elmes Advisors’ ETFs
20 October 2020 New York
Reporter: Maddie Saghir

As part of the mandate, Citi will provide fund administration, global custody, transfer agency and ETF services

Capco names Trevor Williams as new US partner
20 October 2020 New York
Reporter: Maddie Saghir

Capco, a global management and technology consultancy, has appointed Trevor Willliams as partner, based in New York

State Street sees AUC/A increase after achieving $240bn investment servicing wins
19 October 2020 Boston
Reporter: Maddie Saghir

The increase was primarily put down to higher period-end market levels, net new business growth, and client flows

Ocorian appoints Jason Gerlis to head up Americas business
19 October 2020 Bermuda
Reporter: Maddie Saghir

Ocorian has appointed Jason Gerlis as its new regional head of Americas

Robert Caporale joins Gen II Fund Services
19 October 2020 New York
Reporter: Maddie Saghir

Gen II Fund Services has recruited Robert Caporale as head of strategic business development

Citi provides securities services for first REITs ETF in HK
19 October 2020 Hong Kong
Reporter: Maddie Saghir

Citi has been appointed by Samsung Asset Management to provide custody, fund administration and trustee services for the first pure REITs ETF to be set up and listed in Hong Kong

Thomas Murray partners with Luxembourg-based fund platform
16 October 2020 Luxembourg
Reporter: Maddie Saghir

Thomas Murray has entered into a new partnership with International Fund Services & Asset Management, a Luxembourg-based fund platform

BNY Mellon sees asset servicing slide for Q3
16 October 2020 New York
Reporter: Maddie Saghir

Of the total revenue, BNY Mellon’s asset servicing Q3 revenues dropped 4 percent from Q3 2019 with $1.3 billion.

Clearwater Analytics teams up with J.P. Morgan
16 October 2020 Idaho
Reporter: Maddie Saghir

The solution will use technology to automate investment accounting and regulatory reporting for both insurance separate account and general account portfolios

Christian Goossens to lead Euroclear’s new fund issuers and asset owners unit
16 October 2020 Brussels
Reporter: Maddie Saghir

Christian Goossens has been appointed as director, head funds issuers and asset owners at Euroclear Bank

Citi names new co-heads of futures, OTC clearing and FCX
16 October 2020 New York
Reporter: Maddie Saghir

Chris Perkins and Sabrina Wilson have been appointed as Citi’s new global co-heads of futures, OTC and FCX

Apex reveals FundRock acquisition
15 October 2020 London
Reporter: Maddie Saghir

Expected to be complete in Q1 2021, the acquisition will complement the group’s 2019 acquisition of Luxembourg-based ManCo LRI