Leading the Way
Global Asset Servicing News and Commentary
Asset servicing news and commentary
Custody
The Vault launches SaaS custody service
03 September 2026 Cyprus
Reporter: Matthew Challis
The Vault SaaS custody seeks to reduce the time and cost for institutions building and operating infrastructure themselves, supporting both hybrid and on-premises configurations
People moves
Apex Group appoints Tomadakis as CPO
03 September 2026 US
Reporter: Madison Hendrickson
Nick Tomadakis joins the firm bringing over 20 years of experience leading product strategy, innovation, and digital transformation across fintech and global financial institutions
People moves
Northern Trust appoints Johnston
02 September 2026 US
Reporter: Madison Hendrickson
Amy Johnston joins the firm as head of the Global Institutional Client Group, bringing over 20 years of experience in the financial services industry, with expertise in sales and distribution strategy
Digital assets
Zodia Solutions collaborates with Ownera
02 September 2026 UK
Reporter: Zarah Choudhary
This collaboration aims at bringing tokenised collateral workflows into production at regulated financial institutions, with Ownera carrying collateral instructions between counterparties and Zodia enabling banks to ensure the instruction is validate
Leading the Way
Global Asset Servicing News and Commentary
When private credit stops being simple
As borrower stress leads to more amendments, payment-in-kind arrangements, and restructurings, private credit’s servicing infrastructure is facing a new test. Zarah Choudhary explores if managing the asset class through a more challenging credit environment will require far more than simply processing contractual cash flows
England building the rails for Islamic investment
The UK has built a reputation as the leading western centre for Islamic finance. As Sharia-compliant funds, pensions, and sukuk move closer to the mainstream, Zarah Choudhary examines whether the asset servicing infrastructure beneath them is ready to scale
Making corporate actions risk visible
Jonny Ruck, co-founder and CEO of IntelliActions, discusses with Zarah Choudhary, the market risk embedded within corporate actions, the value lost through missed elections, and why AI remains a tool rather than a complete solution
Japan’s servicing evolution
As the land of the rising sun seeks to turn household savings into investment, attract greater international capital, and modernise its financial markets, the country’s asset servicing infrastructure is entering a period of significant change
Securities services technology evolution
Richard Wilson, executive director, S&P Global Market Intelligence, looks at how technology transformation is shifting from a focus on innovation alone, to the challenge of building scalable, efficient, and resilient operating models
Post-Brexit capital markets reform
Tahlia Kraefft explores how the FCA’s Secondary Market reforms sit within the post-Brexit change in UK financial regulation strategy to enhance the competitiveness of UK markets as it transitions from fixed EU-based rules toward a regime fitted to UK market structure
US Treasury Clearing’s Rule shifts from regulation to implementation
Three years after the US Securities Exchange Commission embraced mandatory central clearing for the majority of the US Treasury market, Tahlia Kraefft explores how firms have changed their approach from questioning the necessity of it to how they will effectively enforce it
The modernisation dilemma
As asset servicers face growing demands for faster processing, greater automation, and real-time data, decades-old technology is coming under increasing strain. Zarah Choudhary explores whether the solution lies in optimising existing infrastructure, building around it, or finally leaving legacy technology behind
Leading the Way
Global Asset Servicing News and Commentary
Global Tax Recovery
Mark Friedman
Mark Friedman, CEO of Global Tax Recovery, speaks about the growing complexity of withholding tax recovery, the operational challenges facing asset servicers, and why firms are increasingly looking to specialist providers
Prescient Fund Services in Ireland
Nicola Gerety
Newly appointed Nicola Gerety, country head of Prescient Fund Services in Ireland, speaks to Zarah Choudhary about the firm’s growth ambitions, region’s evolving fund landscape, and the impact of AI
Capco
Marc Biro
Marc Biro, managing principal at Capco, discusses the SEC’s approval of 23-hour, five-day equities trading on both Cboe and Nasdaq, and the operational and technology overhaul ahead. Carmella Haswell reports
Smartstream
Krina Rathod
Krina Rathod, product designer at Smartstream, discusses bringing a fresh UX perspective to asset servicing, the value of questioning legacy workflows, and how better design can improve efficiency, usability, and operational resilience
Clearing Technology
Michael Boel
As instant payments, digital assets, and cross-border innovation reshape financial services, Michael Boel, co-head of Clearing Technology, Banking Circle, considers how the payments industry is entering a new phase
Apex Group
Megan Stauffer
Megan Stauffer, product solutions specialist at Apex Group, discusses her journey into asset servicing, the value of combining fresh perspectives with industry experience, and how technology is reshaping the relationship between asset managers and their service providers
Adaptive
Tehreem Khan
Adaptive’s product specialist Tehreem Khan reflects on her journey from mathematics and software development into asset servicing, the value of fresh perspectives, and her ambitions for a future in leadership
Waystone
Joel Whitehead
Joel Whitehead, an assistant tax manager in the fund tax, operational oversight department at Waystone, explains the importance of being proactive in acquiring knowledge
Leading the Way
Global Asset Servicing News and Commentary
News and people moves roundupWithholding Tax
Global Tax Recovery’s Mark Friedman on the growing complexity of withholding tax recovery.Insight
Nicola Gerety of Prescient Fund Services speaks about the firm’s growth ambitions.Trading
Capco’s Marc Biro discusses the SEC’s approval of 23/5 equities trading on Cboe and Nasdaq.
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