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Parnassus Investments selects Ultimus as transfer agent administrator
09 June 2021 US
Reporter: Maddie Saghir

The partnership will see Parnassus’ shareholders gain easy access to their accounts through Ultimus’ proprietary uTRANSACTTM platform

BNY Mellon and Saphyre leverage AI for client onboarding
08 June 2021 US
Reporter: Maddie Saghir

Saphyre's platform enables the communication between clients and priority stakeholders by augmenting traditional communication channels, such as email, fax and phone calls

Phoenix American supports Modiv with its transfer agent system STAR-XMS
03 June 2021 US
Reporter: Maddie Saghir

Phoenix American’s STAR-XMS transfer agent system operates as the back-end investor database to Modiv’s electronic front-end system

BNY Mellon onboards Invesco for transfer agency services
02 June 2021 UK
Reporter: Maddie Saghir

This marks an expansion of their current relationship as BNY Mellon already provides custody and fund administration services for the two fund ranges, which are domiciled in the UK and Luxembourg, respectively

State Street to service ETFs for Aberdeen Standard Investments
01 June 2021 US
Reporter: Maddie Saghir

State Street will provide the full scope of ETF servicing, including custody, fund accounting, basket creation/settlement, order-taking, transfer agency and regulatory reporting to ASI

Davis Advisors renews transfer agency services with SS&C
20 May 2021 US
Reporter: Maddie Saghir

As part of this mandate, SS&C GIDS will continue to provide BPO and transfer agency services to the $30 billion AUM asset manager

HSBC gains fund administration mandate from CC&L Financial Group
06 May 2021 UK
Reporter: Maddie Saghir

As part of the new mandate, HSBC will service CC&L Financial Group’s first Ireland-registered UCITS umbrella fund

State Street gains $343 billion new servicing wins, Q1 results reveal
16 April 2021 US
Reporter: Maddie Saghir

Servicing wins were strong across all regions State Street says, with particular areas of strength in the asset manager client segment

BNY Mellon selected for transfer agency services by Charles Schwab
15 April 2021 UK
Reporter: Maddie Saghir

"We are eager to work with the BNY Mellon team and have been impressed by its service model, solutions, deep industry experience and the strategic vision they bring to investor solutions," says Charles Schwab Investment Management's Mark Fischer

BNY Mellon to provide ETF services to First Trust SkyBridge Bitcoin ETF Trust
09 April 2021 US
Reporter: Maddie Saghir

BNY Mellon is set to provide exchange-traded funds (ETF) basket operations, order taking and fund accounting to the First Trust SkyBridge Bitcoin ETF Trust

State Street strengthens leadership team with Ann Fogarty
19 March 2021 US
Reporter: Maddie Saghir

“I look forward to this next chapter of my career and working with the global teams and clients to continue to build on the strong foundation of innovation and service excellence that State Street has established,” says Ann Fogarty

Duncan Cooper joins BNY Mellon from HSBC Securities Services
09 March 2021 UK
Reporter: Maddie Saghir

“Cooper will play a critical role in the continued strategic development of our OMNI services, as well as the deployment of the asset servicing digital and data solutions within EMEA,” says BNY Mellon's Mal Cullen