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New Broadridge representative in ISSA operating committee
08 October 2019
Reporter Jenna Lomax

The International Securities Services Association has appointed Philip Taliaferro as Broadridge's representative in the association’s operating committee

Monahan departs Morgan Stanley to head up asset servicing at Sionic
08 October 2019
Reporter Jenna Lomax

Sionic, a global consulting firm, has appointed James Monahan as a partner to head up its new asset servicing team

DTCC hits ‘important milestone’ for Exception Manager platform
07 October 2019
Reporter Jenna Lomax

DTCC’s Exception Manager platform has passed an important milestone of managing more than two million records related to over 800,000 transactions

CIBC Mellon launches platform-traded fund solution on NEO Connect
04 October 2019
Reporter Jenna Lomax

CIBC Mellon has launched platform-traded funds on NEO Connect, a new low-cost distribution channel accessible to all investors, asset managers and their dealers

Guernsey investment funds ‘more competitively placed than others’
04 October 2019
Reporter Jenna Lomax

The Guernsey investment funds industry is “more competitively placed” after going through European and OECD economic substance requirements, according to speaker at a Guernsey Finance event

Ocorian bolsters team with two senior hires
03 October 2019
Reporter Jenna Lomax

Ocorian has appointed Kristina Rowe as director, head of client services (UK) and Jamie Riley to business development director

Fundsmith chooses Zeidler to produce KIIDs for UCITS funds
03 October 2019
Reporter Jenna Lomax

Fundsmith has selected the Zeidler Group to produce key investor information documents (KIIDs) for its UCITS funds

HSBC takes top spot on R&M fund admin survey
02 October 2019
Reporter Becky Bellamy

HSBC Securities Services has taken the top spot on this year’s R&M Fund Accounting and Administration Survey with an overall score of 6.25

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