News by sections
ESG

News by region
Issue archives
Archive section
Multimedia
Videos
Search site
Features
Interviews
Country profiles
DTCC releases a new T+1 scorecard for CTM community
20 September 2023
US Reporter Jenna Lomax

DTCC has released a new T+1 scorecard, available to its CTM community through its ITP Data Analytics service

Legacy technology preventing FMI development, Nasdaq report finds
14 September 2023
US Reporter Lucy Carter

The study, conducted in partnership with the ValueExchange, found that 78 per cent of FMI budgets are dominated by the maintenance and upgrading of legacy technology platforms

SEC fines 10 broker-dealers for record keeping failures
08 August 2023
US Reporter Bob Currie

The Securities and Exchange Commission has charged 10 broker-dealer firms with recordkeeping failures and violations relating to their use of electronic communications

Northern Trust Saudi Arabia joins Edaa
01 August 2023
Saudi Arabia Reporter Jamie Richards

The two parties have worked together through intermediaries since 2019

Clifford Chance publishes crypto asset custody research paper
21 June 2023
US Reporter Lucy Carter

Clifford Chance has released a paper discussing options for crypto asset custody and outlining areas of legal and regulatory uncertainty

Virginia Department of the Treasury appoints State Street for custody services
08 June 2023
US Reporter Lucy Carter

The Virginia Department of the Treasury has selected State Street Bank and Trust Company to provide its master custodian and transfer agency services

TMX collaborates with Clearstream to release new Canadian collateral management service
24 May 2023
Canada Reporter Bob Currie

The CCMS collateral solution is targeted for Q3 2023 and will deliver improved automation, optimisation and collateral mobilisation, while bringing domestic triparty repo to the Canadian market for the first time

Bladex picks State Street for custody services
15 May 2023
Panama Reporter Lucy Carter

State Street’s global custody services include safekeeping and settlements, corporate actions, proxy service network management, cash management and real-time reporting

Features
Full feature search for "EPI"
Generic business image for news article
Asset servicing in South Africa

With elections, greylisting, and global geopolitical turmoil as its backdrop, Sifiso Ndala, Mark Kerns and Gregory Naicker discuss the impact on the South African asset services

Generic business image for news article
Keeping a record

Klea Neza sheds light on the importance of transfer agencies and explores how vital technology is to a transfer agent’s work

Generic business image for news article
Doing the right thing

Jack McRae speaks to Joseph Latini, chief commercial officer at MUFG Investor Services, about keeping clients happy, cultivating a positive work culture and trusting the process

Generic business image for news article
Change under the Northern Lights

Klea Neza runs through the changes in the Nordic market over the past two decades, focusing on political reforms, regulations, and technological advancements

Interviews
Full interview search for "EPI"
Generic business image for interview feature
Noah Wortman
NRW Consulting

Looking at the trends in corporate governance, ESG regulations, and jurisdictional legislative variations, Noah Wortman, founder and CEO of NRW Consulting, talks to Justin Lawson about group claim lawsuits

Generic business image for interview feature
Michael Hutner
SS&C Eze

SS&C Technologies’ Michael Hutner talks to Jenna Lomax about Eze’s established and developing software, as well as its continuing work with Liontrust Asset Management

Generic business image for interview feature
Peter Brown
State Street Collective Investment Trust

Peter Brown talks to Jenna Lomax about the historic misunderstanding and stigmas surrounding Collective Investment Trusts, and why the current market provides the perfect backdrop to bring them to the fore

Generic business image for interview feature
Barnaby Nelson
The Value Exchange

Barnaby Nelson, CEO of The Value Exchange, sits down with Jenna Lomax to outline a key imbalance in the industry on how legacy technology is managed. As recent research (with IHS Markit and Digital Asset) has shown, it is both a key enabler for so much industry change and a huge challenge for many firms

Country profiles
Full country profile search for "EPI"
Generic business image for country profile feature
Europe

As the sector continues to innovate Martin Bock, Ramy El Houayek, Melanie Herbert, Michael Johnson, and David Rochford discuss the challenges and future developments facing fund services in Europe

Generic business image for country profile feature
Channel Islands

Lucy Carter takes a look at how the Channel Islands have fared after a globally challenging year, and what the jurisdictions are doing to prepare for the future of financial services

Generic business image for country profile feature
India

The Indian custody market embraced last year’s switch to T+1 and, according to three of the nation’s leading custodians, there is cause for more optimism

Generic business image for country profile feature
Luxembourg

The small country of Luxembourg is nestled between Belgium, Germany and France. It is just 2586 square kilometres in size, has a population of less than 650,000 and yet is one of the most significant financial services centres in the world. Lucy Carter reports on international relations and what’s next for UCITS

Get in touch
News
More sections
Black Knight Media