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Apex Group appointed fund administrator for Mutual Limited
14 April 2025 Australia
Reporter: Jack McRae

Mutual Limited will transition administration for its Mutual Cash Fund, Mutual Income Fund, Mutual Credit Fund, and Mutual High Yield Fund to Apex’s fund solutions platform

T.Rowe picks SS&C
11 April 2025 US
Reporter: Clelia Frondaroli

This will act as part of the firm's now-extended transfer agency agreement with SS&C Global Investor and Distribution Solutions

Zürcher Kantonalbank selects HSBC
02 April 2025 Switzerland
Reporter: Jack McRae

The Switss cantonal bank has selected HSBC to service three new ESG ETFs

State Street onboards River Global and launches UK transfer agency service
06 March 2025 UK
Reporter: Jack McRae

State Street’s move to re-enter the UK transfer agency market has been supported by a partnership with fintech ZILO

State Street and SS&C Technologies restructure data services joint venture
25 February 2025 Ireland
Reporter: Jack McRae

State Street and SS&C Technologies have restructured their international financial data services joint venture in Luxembourg and Ireland

Igneo Infrastructure Partners chooses Northern Trust
05 February 2025 US
Reporter: Clelia Frondaroli

The company chose Northern Trust due to its alignment with Igneo’s global operating model and strategic plans

BBH implements account-opening API with Clearstream
28 January 2025 US
Reporter: Jack McRae

BBH’s account opening API launched in 2024 and is designed to work across a range of platforms, banks, and transfer agents

Premier selects PAXUS
16 December 2024 US
Reporter: Clelia Frondaroli

Premier will utilise PAXUS’s specialist fund administration system in their newly launched fund administration business line

Valu-Trac selects Tenemos Multifonds
05 December 2024 US
Reporter: Clelia Frondaroli

The selection will replace Valu-Trac’s in-house systems with Temenos Multifonds Global Accounting (MFGA)end-to-end solution

Envision onboards UMB offerings onto investor recordkeeping platform
22 November 2024 US
Reporter: Clelia Frondaroli

The conversion was successfully completed earlier this month, where UMB was able to retire several legacy systems in favour of this new, streamlined operating model

Citi Securities Services hires Morin
24 September 2024 US
Reporter: Daniel Tison

Based in Boston, Christopher Morin will lead the firm’s middle office and performance business lines

ZILO selected Willis as Chief Operating Officer
05 September 2024 UK
Reporter: Clelia Frondaroli

Jon Willis joins the position from HSBC Securities Services, where he remained for over five years