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Crestbridge appoints new head of transfer agency
14 October 2021 Ireland
Reporter: Jenna Lomax

Crestbridge has appointed Conor O’Brien as head of accounting and transfer agency as part of its expansion in Ireland

Harbor Capital Advisor appoints State Street for ETF servicing
08 October 2021 US
Reporter: Carmella Haswell

State Street will deliver ETF servicing solutions to buy-side client,including basket creation, dissemination and settlement, custody, fund accounting, N-PORT production, order-taking and transfer agency

Citi gains custody mandate from BEA Union Investment
05 October 2021 Hong Kong
Reporter: Maddie Saghir

Citi has been appointed by BEA Union Investment Management as fund custodian and administrator for its first mutual fund restructure comprising five funds into an open-ended fund company structure

SS&C’s new ESG platform to support SFDR compliance
10 September 2021 US
Reporter: Maddie Saghir

The new platform will support compliance with the EU Sustainable Finance Disclosure Regulation and deliver greater insights and transparency into ESG portfolio risks

Ninety One extends transfer agency partnership with SS&C
03 August 2021 UK
Reporter: Maddie Saghir

The partnership will see SS&C Global Investor and Distribution Solutions provide transfer agency services to its Ninety One fund managers UK business

BNY Mellon gains new asset servicing mandate
15 July 2021 US
Reporter: Maddie Saghir

“Engaging BNY Mellon is an important milestone as part of our commitment to converting Grayscale Bitcoin Trust into an ETF,” says Michael Sonnenshein

BNP Paribas appoints new head of distribution products and solutions
08 July 2021 France
Reporter: Maddie Saghir

Paul Daly will build on the bank’s innovative offering in this area and will also drive the development of the bank’s transfer agency solutions

Citi to provide transfer agency services for Income Partners
05 July 2021 Hong Kong
Reporter: Maddie Saghir

“We are excited to be able to support one of Asia’s leading fixed income specialists here in Hong Kong as they operate their first northbound mutual fund," comments Julie Kerr

Northern Trust unveils alternative asset servicing digitisation initiative
01 July 2021 US
Reporter: Maddie Saghir

The initiative is set to enhance the experience for asset owner clients that invest in complex private markets and unlisted assets

HSBC gains new global custodian mandate from True Potential
23 June 2021 UK
Reporter: Maddie Saghir

The new mandate will see HSBC provide depositary, global custody, fund accounting and transfer agency services to these funds

Northern Trust wins new asset servicing mandate
21 June 2021 UK
Reporter: Maddie Saghir

Northern Trust has been appointed to provide fund accounting, transfer agency and global custody services to Fundsmith’s Luxembourg-domiciled umbrella, Fundsmith SICAV

Northern Trust adds ESG to its asset servicing solutions for M&S
16 June 2021 UK
Reporter: Maddie Saghir

Northern Trust is providing M&SPT with analytical reporting solutions through its ESG Insights service, launched in 2020