Watermark is now a part of Apex’s Corporate Solutions business, a global initiative with locally-delivered services. The company’s local employees will also join the group’s division
The partnership aims to provide asset owners a clearer view of the ESG impact of private companies on investment portfolios and simplify the ESG data collection process for investors and portfolio companies
Canadian investment management firm Mackenzie Investments has adopted Bloomberg’s ESG Manager solution, part of the broader Data License Plus solution suite
BCI and BIP clients will have access to Apex’s digital banking, fund raising, distribution and administration solutions as well as its ESG rating, reporting and advisory services
Ruya Partners is an independent, partner-owned private capital investment firm that provides financing solutions for private-sector firms in developing markets
The Bloomberg Portfolio Manager Workspace is designed to assist users with decision making and support analysis to portfolio implementation processes.
More than 150 experts will deliver the services globally, led by Emma Bickerstaffe, managing director for ESG and sustainability at Apex
OneSumX for Basel covers standardised and advanced approaches across all risk types and bank sizes, and allows users to manage the reporting process from start to end
After the FCA introduced a new anti-greenwashing rule, Jack McRae speaks to members of the asset servicing industry to assess its potential impact and the future steps required for sustainability
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
Klea Neza sheds light on the importance of transfer agencies and explores how vital technology is to a transfer agent’s work
Jack McRae speaks to a number of European fund administrators on how they are addressing some of the challenges facing the industry
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
Trip Chong, senior director for global class actions at Broadridge, speaks to Justin Lawson about the current and future trends in securities litigation
WTax’s Lelanie Marais and Julia Bricker discuss the obstacles and fortuity of the WHT landscape, and what the FASTER directive will mean for European participants in particular
Following on from its ‘Best ESG Initiative’ win at AST’s Industry Excellence Awards, Universal Investments’ Robert Bluhm talks to Lucy Carter about what makes the company’s ESG offerings stand out
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
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
Guernsey has long been a popular destination for financial services companies to domicile funds, attract clients and conduct operations — something that looks set to continue
The Canadian market is buoyed by its strength, stability and transparency. In addition, Canada still holds on to its fundamental character for which it is recognised globally, outlines CIBC Mellon’s Richard Anton
