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Linedata bolsters TA solution
26 April 2017 London
Reporter: Stephanie Palmer

Linedata has upgraded it Linedata solution for transfer agents, to help clients to cope with increasing regulatory reporting requirements

Record-breaking Q1 for BNY Mellon
21 April 2017 New York
Reporter: Stephanie Palmer

BNY Mellon saw record breaking levels of assets under custody and/or administration in Q1 2017, reaching a total of $30.6 trillion

SGSS wins mandate for ASEAN Women Empowerment Fund
11 April 2017 Luxembourg
Reporter: Stephanie Palmer

BlueOrchard Finance, an impact investment manager, has appointed SGSS to provide fund services for the Luxembourg-based Japan ASEAN Women Empowerment Fund

ETF servicing mandate for Citi
29 March 2017 Cleveland, Ohio
Reporter: Stephanie Palmer

Citi has been appointed to provide ETF services to Cleveland-based boutique asset manager Victory Capital

FundBPO outsources workflow to DST Systems
21 March 2017 Sydney
Reporter: Drew Nicol

Wealth management software specialist DST Systems has secured Australian fund administrator FundBPO as the first user of its new transfer agency solution for a five-year contract

ITAS: UCITS V not smooth sailing yet
02 March 2017 Luxembourg
Reporter: Stephanie Palmer

Although UCITS V has already been implemented, there are still issues that local regulators need to iron out, according to a speaker at ITAS Luxembourg

KYC data causing chaos at ITAS
02 March 2017 Luxembourg
Reporter: Stephanie Palmer

Know-your-client requirements pose a major challenge for clients opening accounts with transfer agents, and the only way to manage this challenge is through a common solution on which the industry cannot seem to agree

ITAS: Regulatory burden reaches transfer agency
01 March 2017 Luxembourg
Reporter: Stephanie Palmer

Transfer agents need to start paying more attention to the regulatory challenges affecting their customers, according to panellists at ITAS in Luxembourg

State Street secures investment services mandate
26 January 2017 London
Reporter: Stephanie Palmer

Allianz Global Investors has appointed State Street to provide a range of investment services for its more than €450 billion in assets under management...

Apex completes Fundsphere installation
17 January 2017 Luxembourg
Reporter: Mark Dugdale

Apex Fund Services has completed implementation of Metrosoft’s Fundsphere Compliance TA across its 33 offices...

Pension fund service mandate for BNY Mellon
13 December 2016 London
Reporter: Stephanie Palmer

BNY Mellon has been appointed to provide fund accounting, transfer agency, custody, trust and depository services to the Local Pensions Partnership £5 billion global equity fund in the UK...

Maitland shakes up institutional client team
03 November 2016 Luxembourg
Reporter: Stephanie Palmer

Fund administrator Maitland has restructured its institutional client management team in a bit to better reflect the main services on offer, and to further align with client needs...