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Lunate picks BNY Mellon for fund services
20 February 2024 UAE
Reporter: Lucy Carter

Based in Abu Dhabi, Lunate is a subsidiary of private investment firm Chimera Investment

HSBC welcomes Nassera Belkalem
01 February 2024 Luxembourg
Reporter: Klea Neza

Belkalem joins HSBC from U.S Bank, where she was head of transfer agency for three years

True Potential picks Northern Trust
19 January 2024 UK
Reporter: Lucy Carter

This fund range consists of the company’s assets under management and investment products, including True Potential Portfolios and True Potential Wealth Strategy Funds

Alter Domus expands capabilities to support administration of open-ended private market funds
04 January 2024 Luxembourg
Reporter: Klea Neza

The new capabilities support increased frequency of new asset value calculation and allow increased connectivity to distribution networks for trade settlements

UMBFS and StepStone expand partnership
04 December 2023 US
Reporter: Lucy Carter

UMBFS currently provides fund administration, fund accounting, custody, transfer agency and distribution services to StepStone’s flagship fund, StepStone Private Markets

Standard Chartered picks FundsDLT for transfer agency services
16 November 2023 US
Reporter: Jenna Lomax

The partnership looks to enhance Standard Chartered’s service offerings for investment funds and asset managers. The first phase of the initiative will be launched in the Middle East and North Africa

Adepa picks BlackRock’s eFront
25 October 2023 US
Reporter: Lucy Carter

By using eFront, the Luxembourg-based firm will be able to enhance its tailored service offering for clients across private equity, private debt, infrastructure and real estate

Schroders selects Xceptor’s platform for data services
11 October 2023 US
Reporter: Jenna Lomax

Investment manager Schroders has selected Xceptor’s platform to manage its cash flow data handling and customer onboarding

UOBAM signs decade-long custody mandate with State Street
15 September 2023 Singapore
Reporter: Jenna Lomax

The agreement renews the two firms’ six-year partnership that started in 2017, whereby State Street provided UOBAM's Singapore business with solutions, including global custody, fund accounting, transfer agency and trustee services

Caroline Higgins to lead APAC GFS at Northern Trust
08 August 2023 Australia
Reporter: Lucy Carter

Based in Sydney, Australia, Higgins’ new role will focus on the expansion of the firm’s regional products and services for asset managers

Blackwattle Investment Partners picks Apex for custody services
07 August 2023 Australia
Reporter: Jenna Lomax

As part of the mandate, Apex will provide Blackwattle with technology-enabled fund administration, transfer agency, middle-office and custody solutions

ZILO launches transfer agency service
01 August 2023 UK
Reporter: Lucy Carter

Fintech firm ZILO has launched its software-as-a-service technology platform for global transfer agency services