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J.P. Morgan appoints Cauvain-Welsh to International Securities Services Association board
21 May 2026 UK
Reporter: Zarah Choudhary

Sam Cauvain-Welsh has more than a decade of experience across product management, market infrastructure, technology, and data within the securities services industry

TMF Group acquires Aepoch Advisors
07 May 2026 UK, China
Reporter: Tahlia Kraefft

The firm says it is strengthening its footprint in China and the wider Asia Pacific region with this acquisition

PIVOT joins International Securities Services Association
27 April 2026 India, Switzerland
Reporter: Zarah Choudhary

The firm says the membership marks its entry into a global network of securities services firms and custodian banks

Triodos chooses CACEIS for Dutch Article 9 Fund range
22 April 2026 The Netherlands
Reporter: Matthew Challis

CACEIS will provide its reporting, custody, depositary, and fund administration services to Triodos Investment Management, building on their preexisting relationship spanning other fund ranges

Teciem selects Bouillard
09 March 2026 UK
Reporter: Tahlia Kraefft

Didier Bouillard brings more than three decades of global governance and leadership in financial technology, with experience building, scaling, and supervising multiple private-equity platforms

Nissay implements Broadridge’s MBS solution
12 February 2026 Japan
Reporter: Tahlia Kraefft

The fintech firm’s mortgage-backed securities Trade Assignment Portal will allow the assessment management company to reduce administrative workload

Teciem, backed by the Apax Funds, launched following acquisition of Finastra
09 February 2026 UK
Reporter: Zarah Choudhary

The Apax Funds are backing the newly established company, with the investment aimed to support product development and talent growth across the business

Broadridge reveals asset servicing volumes climbed 25% YoY
17 October 2025 US, UK
Reporter: Zarah Choudhary

The Broadening Asset Servicing 2025’ study draws insights from over 270 industry leaders worldwide on the innovation, priorities and challenges that are shaping the future of asset servicing

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

Moral Santiago joins ISSA board
30 June 2025 Switzerland
Reporter: Jack McRae

Recently appointed as head of Securities Services and member of the executive board at SIX, Moral Santiago joins the board with over two decades of experience

Trillium Surveyor launch revamped execution analytics engine
18 June 2025 US
Reporter: Jack McRae

The revamped engine aims to use trade data to reduce trading costs and optimise execution performance across asset classes

Harwood-Jones becomes Chair of ISSA Board
09 May 2025 US
Reporter: Clelia Frondaroli

In addition to her new responsibilities as chair, Margaret Harwood-Jones currently acts as global head of financing and securities services at Standard Chartered