custody

Oct 08, 2015

Global handshakeLynx Asset Management, a Swedish asset management firm, has awarded a $1 billion (€888.5 million) fund administration mandate to HSBC Securities Services (HSBC SS) for two onshore funds.

Oct 07, 2015

Table mountainSociete Generale Securities Services (SGSS) in the UK has won an investment outsourcing mandate from PSG Wealth, a South African wealth management firm. The mandate covers PSG Wealth’s foreign assets.

Sep 25, 2015

William Tyree BBHBrown Brothers Harriman (BBH), a custody bank and asset manager, has appointed William Tyree – its current head of investor services – as its managing partner, the most senior role.

Sep 18, 2015

Rafael Moral SantiagoHSBC Securities Services, a custody bank and asset servicer, has appointed Rafael Moral Santiago as its European head.

Sep 16, 2015

Data managementRBC Investor & Treasury Services (RBC I&TS) is harnessing big data to provide information on international Ucits fund distribution.

Sep 11, 2015

Mud raceNext March, Ucits V will entrench a more transparent, if more severe, environment for securities lending. The landscape for funds to benefit from lending is still difficult, but getting clearer, finds Hugo Cox.

Sep 11, 2015

This year’s survey shows that scale is as important as ever to global custodians – but headcount and operational costs will also prove key, writes Nicholas Pratt.

Sep 11, 2015

Bank vaultAn outbreak of common sense among asset managers could be the biggest consolation for custody banks striving to make their core services profitable. Nicholas Pratt reports.

Sep 11, 2015

PatchworkFunds Europe asked leading custody figures about overlapping reporting requirements and dealing with fragmented approaches by countries to fund retrocessions.

Sep 10, 2015

Handshake5France-based global asset servicing provider Caceis has been awarded the task of account keeping, custody and depository services for the entire fund range of French boutique Advenis Investment Managers, formerly Avenir Finance Investment Managers.

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Executive Interviews

CEO INTERVIEW: Munro gains three-year track record

Mar 16, 2017

Aviva Investors’ annual results this month were the third set since Euan Munro took over as CEO. Nick Fitzpatrick speaks to him about the ‘Aims’ fund at the heart of the firm’s outcome strategy.

DISTRIBUTION INTERVIEW: Tales of the unexpected

Mar 16, 2017

Laurence Terryn, a fund selector at Candriam, tells David Stevenson how the twists and turns of the past year’s macro environment flavoured her approach to fund selection.

Roundtables

ASSET SERVICING ROUNDTABLE: Under pressure

Mar 07, 2017

Funds Europe speaks to leading Luxembourg industry figures about the growing regulatory demands on asset servicers and how to remain profitable in spite of major investments in technology.

SEC LENDING ROUNDTABLE: Both a borrower and a lender be

Jan 11, 2017

Industry heavyweights, including agent lenders, discuss issues affecting the securities lending sector such as regulation and the types of collateral being used.