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Farnam Street Real Estate Capital selects UMB for fund services
14 January 2022 US
Reporter: Jenna Lomax

Nebraska-based Farnam Street Real Estate Capital, a real estate investment firm, has selected UMB Fund Services, a subsidiary of UMB Financial Corporation, to provide its fund accounting, investor servicing and tax reporting services

Standard Chartered Hong Kong to acquire RBC Investor Services Hong Kong
12 January 2022 Hong Kong
Reporter: Jenna Lomax

Standard Chartered Bank Hong Kong is to acquire RBC Investor Services Trust Hong Kong Limited, subject to regulatory approval

Highvern opens Irish office
10 January 2022 Ireland
Reporter: Rebecca Delaney

Highvern has established a business in Ireland, led by country head Philip Dempsey and directors Adrian Bailie and Emma Keane in three new appointments

Philip Demsey leaves SANNE as Ireland country head
16 December 2021 Ireland
Reporter: Jenna Lomax

Philip Dempsey has left SANNE as country head for Ireland after nearly five years of service

BlackRock collaborates with industry consortium to support growth of US iShares ETFs
08 December 2021 US
Reporter: Jenna Lomax

BlackRock has entered into agreements with BNY Mellon, Citi and JP Morgan to join State Street as post-trade service providers for iShares’ US$2.3 trillion in US-domiciled exchanged traded funds

Pendal Group Limited selects Northern Trust
01 December 2021 Australia
Reporter: Jenna Lomax

Northern Trust has been selected by Pendal Group Limited, the global investment manager, to provide a range of asset services across its Australia, UK and Ireland offices

Franklin Templeton selects FIS for global transfer agency services
17 November 2021 UK
Reporter: Jenna Lomax

Franklin Templeton has selected FIS to operate its global transfer agency services

American Funds Service Company extends partnership with SS&C GIDS
15 November US
Reporter: Jenna Lomax

American Funds Service Company, a Capital Group company, has extended its transfer agency relationship with SS&C Global Investor and Distribution Solutions

Connecticut State Treasurer picks State Street for custody services
11 November 2021 US
Reporter: Jenna Lomax

Connecticut State Treasurer Shawn Wooden has selected State Street Bank & Trust to provide custody services and accounting administration for the Connecticut Retirement Plan and Trust Funds and the internally managed funds

Northern Trust bolsters Switzerland team
27 October 2021 Switzerland
Reporter: Jenna Lomax

Based at the company’s Basel office, Neda Derlokova will focus on the growth of the company’s continental European footprint bringing new capabilities to the local market

Crestbridge appoints new head of transfer agency
14 October 2021 Ireland
Reporter: Jenna Lomax

Crestbridge has appointed Conor O’Brien as head of accounting and transfer agency as part of its expansion in Ireland

Harbor Capital Advisor appoints State Street for ETF servicing
08 October 2021 US
Reporter: Carmella Haswell

State Street will deliver ETF servicing solutions to buy-side client,including basket creation, dissemination and settlement, custody, fund accounting, N-PORT production, order-taking and transfer agency