Leading the Way
Global Asset Servicing News and Commentary
Asset servicing news and commentary
People moves
Versana appoints Gallant as Chief Product Officer
07 August 2026 US
Reporter: Zarah Choudhary
In this newly created role, Paul Gallant will oversee Versana's suite of digital data offerings and development of new solutions for the US$9 trillion broadly syndicated loan and private credit markets
Industry
Citco moves to Tokyo business district
06 August 2026 Japan
Reporter: Zarah Choudhary
Citco Japan's new office provides investment accounting and operations, as well as SPC administration services to alternative asset managers
Leading the Way
Global Asset Servicing News and Commentary
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
T+1 accelerated settlement
With less than 18 months until Europe’s coordinated T+1 transition, industry leaders assess the operational realities behind accelerated settlement, from client readiness and FX challenges, to automation and data quality
Corporate actions modernisation
Jonny Ruck, co-founder at Intelliactions, looks at why the next stage of modernisation is not replacing the industry’s data agenda, but is making that agenda useful by connecting data quality to economic materiality
When compliance becomes a moving target
As sanctions regimes proliferate, private markets expand, and regulatory expectations evolve, financial crime compliance has become one of the most operationally demanding functions across asset servicing. Zarah Choudhary explores how firms are navigating a new era of financial crime risk
Can AI really understand corporate actions?
AI is beginning to reshape corporate actions processing, but as firms move from experimentation to production. Can AI be trusted to interpret legally binding issuer announcements while complying with emerging regulation?
Sanctions compliance converges with ESG
Tahlia Kraefft explores how sanctions compliance is progressively changing past being solely a regulatory requirement and becoming embedded as an informal component of the governance pillar of ESG
Leading the Way
Global Asset Servicing News and Commentary
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
AutoRek
Jack Niven
Jack Niven, vice president of North America at AutoRek, discusses his journey into asset servicing, the misconceptions surrounding the industry, and why curiosity, client exposure, and continuous learning remain essential for the
next generation of financial services professionals
Allfunds
Borja Largo
The private markets story is evolving well beyond access alone, says Borja Largo, chief fund partners officer at Allfunds, who provides a deep dive into what this means for the industry
Apex Group
Sean Tinney
Sean Tinney, vice president at Apex Group, discusses his journey from Ireland to New York, why the alternatives industry appealed to him, and how curiosity, international exposure, and continuous learning have shaped his early career in asset servicing and private markets
FundGuard
Lior Yogev
Lior Yogev, CEO and co-founder at FundGuard, explains why investment accounting infrastructure is becoming the foundation for AI adoption across investment management and asset servicing
Standard Chartered
Charlotte Kinsella
Charlotte Kinsella, associate director in banker broker dealer sales for financing and securities services at Standard Chartered, reflects on entering asset services from a non-linear path, the growing role of digital assets, and why asking questions remains one of the industry’s most valuable skills
Xceptor
Lester Buxton
Lester Buxton, a project manager at Xceptor, discusses his unconventional path into fintech and how his doctorate in theoretical quantum physics helped him along the path in unexpected ways
Leading the Way
Global Asset Servicing News and Commentary
News and people moves roundupPanel Discussion
Industry leaders assess the operational realities behind accelerated settlement.Corporate Actions
Zarah Choudhary asks if AI be trusted to interpret legally binding issuer announcements.Governance
Tahlia Kraefft explores how sanctions compliance is progressively changing.
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Custody
People moves
