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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

Citi gains custody mandate from BEA Union Investment
05 October 2021 Hong Kong
Reporter: Maddie Saghir

Citi has been appointed by BEA Union Investment Management as fund custodian and administrator for its first mutual fund restructure comprising five funds into an open-ended fund company structure

SS&C’s new ESG platform to support SFDR compliance
10 September 2021 US
Reporter: Maddie Saghir

The new platform will support compliance with the EU Sustainable Finance Disclosure Regulation and deliver greater insights and transparency into ESG portfolio risks

Ninety One extends transfer agency partnership with SS&C
03 August 2021 UK
Reporter: Maddie Saghir

The partnership will see SS&C Global Investor and Distribution Solutions provide transfer agency services to its Ninety One fund managers UK business