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Envision onboards UMB offerings onto investor recordkeeping platform
22 November 2024 US
Reporter: Clelia Frondaroli

The conversion was successfully completed earlier this month, where UMB was able to retire several legacy systems in favour of this new, streamlined operating model

Citi Securities Services hires Morin
24 September 2024 US
Reporter: Daniel Tison

Based in Boston, Christopher Morin will lead the firm’s middle office and performance business lines

ZILO selected Willis as Chief Operating Officer
05 September 2024 UK
Reporter: Clelia Frondaroli

Jon Willis joins the position from HSBC Securities Services, where he remained for over five years

TMF Group choose McGarry as Head of Transfer Agency
03 September 2024 Dublin
Reporter: Clelia Frondaroli

McGarry joins TMF from Intertrust Group, where she served over four years as head of transfer agency for fund administration

SS&C partners with Marlborough's IFS
25 June 2024 US
Reporter: Klea Neza

The companies say SS&C will provide fund accounting, middle office and transfer agency services for the funds for which Investment Fund Services (IFS) acts as ACD or AFM

iFAST appoints Standard Chartered as custodian
13 June 2024 Singapore
Reporter: Klea Neza

The companies say the new appointment as trustee, fund administrator and custodian, demonstrates the strong collaboration between both organisations

BBH launches new liquidity management tool
30 May 2024 US
Reporter: Isabel Gonzalez

The tool allows asset managers to oversee multiple fund liquidity scenarios based on investor flows

TMF Group Fund Operations (Ireland) receives authorisation from Central Bank of Ireland
09 May 2024 Ireland
Reporter: Jack McRae

The licence follows the acquisition of Goodbody Fund Management in October 2023

Caceis renews partnerships with GemCap UCITS platform
25 April 2024 France
Reporter: Klea Neza

The renewal of this service signifies the continued trust and commitment between CACEIS and the GemCap team in Ireland

FIS hires Tenggren as senior director of product management
19 April 2024 US
Reporter: Sophie Downes

Peter Tenggren will join forces with Lisa Shea as part of the firm’s solution management leadership team

SAMI picks Northern Trust for fund administration
22 February 2024 Ireland
Reporter: Lucy Carter

SAMI manages funds domiciled in Ireland valued at approximately US$8.7 billion, and is part of the Sanlam financial services group, headquartered in South Africa

Olivier Noël promoted at Northern Trust
22 February 2024 Luxembourg
Reporter: Lucy Carter

He reports to Clive Bellows, head of EMEA global fund services and soon-to-be president of Northern Trust’s EMEA business