Citi has been mandated to provide fund accounting, global custody, transfer agency and trustee services for Portland Investment Counsel's investment funds...
Horizons Exchange Traded Funds and its associate AlphaPro Management—jointly known as Horizons ETFs—has appointed CIBC Mellon to provide it with custody and fund accounting and administration services...
Canadian investment firm Vertex One Asset Management is the latest client to sign up for Linedata’s new Global Hedge-hosted platform...
The Bank of Montreal has selected Milestone Group’s pControl platform to automate the management and control of its NAV production...
CIBC Mellon has been selected to provide asset servicing solutions for Vertex One Asset Management's family of funds. The funds include the Vertex Fund...
RBC Investor Services has launched a derivatives platform to deliver middle and back-office services to listed and over-the-counter (OTC) derivatives...
ALPS Fund Services opened an operational office in Toronto. The newly formed Toronto office will provide investor services to ALPS' offshore business...
Citi has renewed its agreement with Chou Associates Management and will continue to provide fund accounting, transfer agency, custody, and trust and securities lending services for the $600 million that it oversees in mutual fund assets...