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SS&C expands fund administration business in India
13 June 2024
India Reporter Klea Neza

Arun Baldwa, senior director, will lead the new office in Gujarat International Finance Tec-City

Delta Data acquires Phoenix Systems
27 March 2024
US Reporter Klea Neza

The acquisition fosters valuable synergies, significantly expanding the breadth of solutions available to Phoenix and Delta Data clients

Anton and Thrasher feature in senior management changes at CIBC Mellon
27 March 2024
Canada Reporter Bob Currie

CIBC Mellon has appointed Catherine Thrasher as chief operations officer and Richard Anton as chief client officer

Euroclear to invest in IZNES
25 March 2024
France Reporter Jack McRae

This partnership builds on acquisitions of MFEX in 2021 and Goji in 2023 and allows Euroclear to complement its funds services on the French market and beyond

BNY Mellon to provide data operating model for Railpen
29 February 2024
UK Reporter Sophie Downes

Railpen, the fiduciary and investment manager of the UK railways’ pension schemes, has appointed BNY Mellon to provide a data operating model

Indeval picks BNP Paribas’ Securities Services for local custody
07 February 2024
Mexico Reporter Lucy Carter

BNP Paribas’ Securities Services will provide Indeval with tailored solutions and a client support team

FE fundinfo to launch fee and distribution channel management service
08 December 2023
UK Reporter Jack McRae

In early 2024, FE fundinfo will launch their new fee and distribution channel management service

Amicorp completes Luxembourg demerger
22 November 2023
Luxembourg Reporter Lucy Carter

By separating the fund administration aspect of Amicorp’s existing jurisdictional licence, the company is able to apply for an additional depositary lite licence

Features
Full feature search for "EPI"
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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

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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

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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

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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
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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

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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

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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

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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
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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

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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

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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

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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

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