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HSBC grows TA business
06 October 2011 London
Reporter: Justin Lawson

HSBC Securities Services has appointed two within it's global product management team for Transfer Agency.....

Citi extends Eaton Vance mandate
04 October 2011 Dublin
Reporter: Anna Reitman

Citi Global Transaction Services has announced that it has been appointed by Eaton Vance International to provide a complete suite of global custody and trustee services for its Dublin-registered funds...

BNY Mellon extends Eureko mandate
03 October 2011 London
Reporter: Anna Reitman

BNY Mellon has announced an extended €38 billion mandate with Eureko, a financial services group registered in the Netherlands, to provide global custody and value added services...

Darwin selects Phoenix Fund Services
27 September 2011 London
Reporter: Justin Lawson

Phoenix Fund Services wins fund administration contract with Darwin Investment Management....

Phoenix wins fund administration mandate with Chelverton
16 September 2011 London
Reporter: Justin Lawson

Phoenix Fund Services picks up investor services mandate to provide the ACD, fund accounting and transfer agency services for Chelverton Asset Management’s UK OEIC, the Chelverton UK Equity Income Fund........

Bravura sets up in India
13 September 2011 Sydney
Reporter: Justin Lawson

Bravura significantly enhances its support, development and testing capability with the creation of a team in Gurgaon, India, supplementing its existing development centre in Warsaw, Poland.......

Citi selected by Diamond Hill to provide global custody
12 September 2011 New York
Reporter: Justin Lawson

Citi has been mandated by Diamond Hill Capital Management, Inc. to provide a range of investor support services for the firm's fund assets totalling $4 billion. These services will include global custody, fund services, and securities lending......

IFDS Chosen by AlphaNorth
26 August 2011 Toronto
Reporter: Ben Wilkie

International Financial Data Services (IFDS), the international transfer agency joint venture between State Street Corporation and DST Systems has gone live with a range of transfer agency, record-keeping and back-office support services for AlphaNor

HSBC Securities Services launches TA services in Malaysia
11 August 2011 Kuala Lumpur
Reporter: Anna Reitman

HSBC Securities Services (HSS) has launched transfer agency services through HSBC (Malaysia) Trustee, also selected as the first provider of such administration to the regional fund management industry...

BNY Mellon selected by Formula Investing Funds
26 July 2011 New York
Reporter: Ben Wilkie

BNY Mellon Asset Servicing has been selected to provide its mutual fund turnkey solutions product, FundVantage Trust, which includes fund accounting and administration, custody, transfer agency, and underwriter services, to Gotham Asset Management...

Sub-transfer agency services selected
20 July 2011 New York
Reporter: Justin Lawson

BNY Mellon Asset Servicing has been selected to provide sub-transfer agency services for the Delaware Investments Family of Funds and Optimum Fund Trust, the mandate extends the existing outsourcing and mutual fund servicing relationship

DST Systems announces agreement to acquire ALPS Holdings
20 July 2011 Kansas City
Reporter: Justin Lawson

DST Systems, Inc. has signed a definitive agreement to acquire ALPS Holdings, Inc. The acquisition builds DST's distribution and asset gathering services while broadening it's range of administrative capabilities.....