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Ultimus Fund Solutions picked for transfer agency services
29 September 2020
New York
Reporter: Becky Bellamy
New York-based Domini Impact Investments has selected Ultimus Fund Solutions as its new transfer agent
State Street to service Natixis ETFs
21 September 2020
Boston
Reporter: Rebecca Delaney
State Street has been appointed by Natixis Investment Manager to provide exchange-traded fund servicing solutions to three active ETFs
Kiva selects UMB Fund Services for fund administration
25 August 2020
Milwaukee
Reporter: Maddie Saghir
UMB Fund Services has been selected to provide fund accounting and administration services for the Kiva Refugee Investment Fund
SuMi TRUST partners with Fund Recs
18 August 2020
Dublin
Reporter: Maddie Saghir
SuMi TRUST, one of the largest financial services groups in Japan, has selected Fund Recs’ transfer agency bank reconciliation module for its fund services business in Ireland
BNY Mellon expands asset servicing team
12 August 2020
New York
Reporter: Becky Bellamy
BNY Mellon has expanded its asset servicing team with the additions of Mark McKeon, Paul Kilcullen, Kenny King, Kevin Keefe and Cathy-Jo Reed
T. Rowe Price picks State Street for ETF servicing
06 August 2020
Boston
Reporter: Rebecca Delaney
State Street has been appointed as the exchange-traded fund service provider for four T. Rowe Price active ETFs
Intertrust Ireland appoints transfer agency head
22 July 2020
Dublin
Reporter: Rebecca Delaney
Intertrust Fund Services Ireland has appointed Blanca McGarry as head of transfer agency
HSBC Securities Services unveils new data platform
07 July 2020
London
Reporter: Maddie Saghir
HSBC Securities Services is set to launch Data Mesh, a new data platform that will allow clients to select specific trade data
JTC wins fund admin mandate with Brooks Macdonald
02 July 2020
London
Reporter: Rebecca Delaney
JTC has won a mandate for the new international funds business of Brooks Macdonald International
HSBC launches UK transfer agency business
29 June 2020
Edinburgh
Reporter: Maddie Saghir
HSBC Securities Services has launched a UK transfer agency (TA) business, servicing both retail and institutional investors
European Depositary Bank selects Thomas Murray for data services
29 June 2020
London
Reporter: Rebecca Delaney
Thomas Murray has been chosen by European Depositary Bank, a subsidiary of Apex, to administer data and monitoring services to compliance practices
HB&T launches collective trust tickers on Nasdaq Fund Network
22 June 2020
Houston
Reporter: Rebecca Delaney
Collective trust administrator HB&T has gone live on Nasdaq with over 30 collective investment trust tickers
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