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JTC set to acquire INDOS Financial
15 February 2021
Jersey Reporter Becky Bellamy

The acquisition will see all INDOS’ 52 directors and staff in its London, Fareham and Enniscorthy offices join the institutional client services division of JTC and will become shared owners in the business

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UMB Fund Services gains new fund admin mandate from Hamilton Lane
10 February 2021
US Reporter Maddie Saghir

“We look forward to supporting the growth of Hamilton Lane’s Private Assets Fund with our expertise as the firm markets the fund to qualified clients," says UMB Fund Services' Maureen Quill

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Citi to service CSOP Asset Management’s first OFC ETF
08 February 2021
Hong Kong Reporter Maddie Saghir

Citi will provide custody, fund administration and trustee services for the launch of CSOP’s first exchange-traded funds in the form of an open-ended fund company

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Ultimus partners with Public Trust Advisors
05 February 2021
US Reporter Maddie Saghir

The partnership comes after Ultimus’ input in the construction and launch of the new Public Trust Participant Portal, a product that was developed collaboratively by the two firms

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State Street expands service agreement with LACERA
27 January 2021
US Reporter Maddie Saghir

State Street has extended its relationship with the Los Angeles County Employees Retirement Association to provide additional solutions for performance and analytics, as well as alternative administration for the association’s real estate assets

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Citi initiates new fund order processing service
26 January 2021
UK Reporter Maddie Saghir

Clients will be able to stipulate a cash allocation model, and Citi will generate and route orders to the funds specified

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DTCC boosts MF Info Xchange service
21 January 2021
US Reporter Maddie Saghir

Additional key capabilities have been added to MF Info Xchange to bring new efficiencies to the mutual fund communication process and meet evolving client needs

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