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Generic business image for news articles Citi Investor Services awarded full middle office mandate of Aegon Asset Management
13 August 2026 UK
Reporter: Zarah Choudhary

This mandate expands the scope of services already provided to Aegon AM by Citi, including custody, depositary, collateral, fund accounting, and administration, as well as transfer agency services
Generic business image for news articles Ripple invests on ZILO and Licuido
03 August 2026 UK
Reporter: Zarah Choudhary

Together, these deals aim at bringing regulated transfer agency, issuance, and collateral mobility to Ripple’s infrastructure on the XRP Ledger
Generic business image for news articles Sonata One opens a local office in Luxembourg
30 July 2026 Luxembourg
Reporter: Zarah Choudhary

Subject to regulatory approval, Sonata’s Luxembourg business will provide fund subscription, KYC, FATCA/CRS, and ongoing AML officer support, while serving as the home of Sonata One’s new transfer agency service
Generic business image for news articles Northern Trust expands US Fund Servicing Capabilities
30 July 2026 US
Reporter: Tahlia Kraefft

New capability extends Northern Trust’s fund servicing model to support asset managers launching and operating US ETFs
Generic business image for news articles BNY launches digital transfer agency capabilities
29 July 2026 US
Reporter: Matthew Challis

According to BNY, its new TA modernises its fund servicing offering by facilitating both digital and TradFi asset funds in an end-to-end lifecycle over multiple jurisdictions and blockchains
Generic business image for news articles Corastone joins forces with UMBFS and Envision
26 June 2026 US
Reporter: Tahlia Kraefft

The collaboration replaces document-based workflows and one-off integrations with a shared data standard that supports straight-through processing
Generic business image for news articles fundcraft receives AMF authorisation
24 June 2026 France
Reporter: Tahlia Kraefft

The European digital fund operations platform can now support French alternative investment fund managers with regulated portfolio management services, extending its model beyond Luxembourg
Generic business image for news articles Clearstream expands digital transfer agency solution
22 June 2026 Luxembourg
Reporter: Tahlia Kraefft

Through this expansion, the firm says the digital transfer agency solution and fund tokenisation capabilities are enhanced by Clearstream’s fund processing infrastructure and distribution reach
Generic business image for news articles BNP Paribas and BCC Risparmio & Previdenza form mandate
17 June 2026 Italy
Reporter: Hansa Tote

Under this mandate, Securities Services at BNP Paribas provides BCC Risparmio & Previdenza with services including custody, fund accounting, and OTC collateral management
Generic business image for news articles Lynch departs BNY
12 June 2026 US
Reporter: Tahlia Kraefft

Sean Lynch has exited BNY after two decades, having most recently served as senior director
Generic business image for news articles Alchelyst and Allfunds Blockchain launch API
09 June 2025 US, Ireland
Reporter: Tahlia Kraefft

The partnership introduces an API-driven, permissioned blockchain integration that replaces manual transfer agency order processing with straight-through processing for subscriptions, redemptions, and switches
Generic business image for news articles Apex Group’s FundRock appointed as the ACD for Tatton fund range
02 June 2026 UK
Reporter: Zarah Choudhary

Apex Group will also provide fund administration and transfer agency services to the Tatton funds and Citi has been appointed as depository and custodian to the fund ranges, completing the institutional servicing model
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