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Global Investor Magazine

Custody and Sub Custody

  • December

    State Street to buy Intesa custodian unit 17 December 2009

    Intesa Sanpaolo is selling its custodian business unit to State Street for $2.59 billion

  • Caldwell hires State Street, IFDS 11 December 2009

    Caldwell Investment Management has hired State Street and IFDS Canada for a custody mandate

  • Deutsche Post hands mandate to BNY Mellon 11 December 2009

    Deutsche Post DHL has appointed BNY Mellon a mandate to serve as depositary for its American depositary receipt programme

  • Banco do Brasil appoints BNY Mellon as depositary 03 December 2009

    BNY Mellon has been selected by Banco do Brasil as depositary for its American depositary receipt programme

  • BNY Mellon seals deal with Geary Advisors 02 December 2009

    BNY Mellon Asset Servicing has been selected by Geary Advisors to provide custody, fund administration, fund accounting and transfer agency services for the Oklahoma Exchange-Traded Fund and the Texas Large Companies Exchange-Traded Fund.

  • Deutsche completes acquisition of Dresdner lending arm 01 December 2009

    Deutsche Bank has completed the acquisition of Dresdner Bank's Global Agency Securities Lending business from Commerzbank.

  • Shay Asset Management hires Northern Trust 01 December 2009

    Northern Trust chosen by Shay Asset Management to provide fund administration and other services to the AMF Mutual Funds.

  • November

    J .P. Morgan names Rudenstine new head of custody 30 November 2009

    Nick Rudenstine is the new head of J. P. Morgan's custody business.

  • J .P. Morgan names Rudenstine new head of custody 30 November 2009

    Nick Rudenstine is the new head of J. P. Morgan's custody business.

  • State Street to service $300m fund 13 November 2009

    State Street Corporation today announced that it has been appointed by the McCain Foods Limited Canadian pension plans to provide custody, accounting, benefit payments, and investment analytics.

  • RBC Dexia named custody provider for Georgian 10 November 2009

    RBC Dexia has been selected by Georgian Capital Partners to provide a full suite of services including custody, fund accounting and recordkeeping.

  • RBC Dexia wins VIA Rail custody mandate 06 November 2009

    VIA Rail Canada has re-hired RBC Dexia Investor Services

  • RBC Dexia wins VIA Rail custody mandate 06 November 2009

    VIA Rail Canada has re-hired RBC Dexia Investor Services. The latter will act as investor services provider for VIA Rail Canada’s $1.40 billion pension plan.

  • RBC Dexia wins Clearstream sub-custodian mandate 04 November 2009

    Clearstream Banking Luxembourg has hired RBC Dexia Investor Services.

  • JPMorgan wins global custody mandate 03 November 2009

    Jackson National Life Insurance has appointed JPMorgan Worldwide Securities Services as custodian

  • October

    BNY Mellon receives banking licence in Ireland 29 October 2009

    BNY Mellon has received approval from the Irish Financial Regulator to establish a new bank licensed entity in Ireland.

  • CIBC Mellon wins GTAA custody mandate 29 October 2009

    CIBC Mellon has been chosen by the Greater Toronto Airports Authority (GTAA) provide global custody services.

  • RBC Dexia picked by Keel Capital 29 October 2009

    RBC Dexia Investor Services has been selected by Keel Capital AB as custodian, domiciliary agent, administrative agent, registrar and transfer agent.

  • Aussie Supers may replace J.P. Morgan as custodian 27 October 2009

    Two Australian superannuation funds are planning to replace JPMorgan Worldwide Security Services as custodian

  • CACEIS snaps up HSBC France custody unit 27 October 2009

    HSBC France will sell its mutual funds custody and fund administration operations to global asset servicing provider

  • State Street chairman to retire 23 October 2009

    Ronald Logue, the Chairman and CEO of State Street, will be retiring from the firm on March 1, 2010, Business Wire reports

  • JP Morgan wins UK pension mandates 14 October 2009

    J.P. Morgan’s Worldwide Securities Services business has been appointed to provide custody and related services to three UK pension funds

  • OGI hands Citi custody mandate 08 October 2009

    Japanese asset manager, OGI Capital Partners, has appointed Citi as fund administrator and custodian

  • SGSS wins 7 mandates in Italy 06 October 2009

    Société Générale Securities Services (SGSS) has won 7 mandates in Italy since the beginning of this year.

  • BNY Mellon merges asset servicing unit 02 October 2009

    BNY Mellon will merge its Dutch unit into the Belgian bank that it formed in May 2009

  • September

    JPMorgan makes management changes 30 September 2009

    JPMorgan Chase has made some senior leadership changes in its Investment Bank and Asset Management businesses.

  • Northern Trust and Merlin merge custody and pb 30 September 2009

    Northern Trust and Merlin Securities have entered into an agreement to provide Merlin clients access to Northern Trust's custody services.

  • RBC Dexia to buy depository bank business 30 September 2009

    RBC Dexia and Unione di Banche Italiane scpa have entered into an agreement for UBI Banca to transfer its depositary bank business to RBC Dexia.

  • Citi names Donovan head of Middle East 28 September 2009

    Citi has appointed Steve Donovan as head of GTS, Middle East and Pakistan.

  • BNY Mellon awarded pooling mandate 22 September 2009

    BNY Mellon has been appointed to provide third party administrative services for the pooled pensions business at M&G.

  • Erste Group joins Citiconnect 15 September 2009

    Citi has been awarded a new mandate from Erste Group Bank AG which serves more than 17 million clients in Central and Eastern Europe (CEE).

  • Jyske awards BNY Mellon $11bn mandate 15 September 2009

    Jyske Bank has awarded BNY Mellon Asset Servicing a mandate to provide global custody services for assets valued at $11 billion

  • Marret selects CIBC Mellon 11 September 2009

    Marret Asset Management has selected CIBC Mellon Global Securities Services to provide custodial services

  • J. P. Morgan combines custody and pb group 10 September 2009

    J.P. Morgan has announced the formation of the Prime-Custody Solutions Group.

  • JP Morgan launches PB, custody platform 10 September 2009

    JP Morgan has set up the Prime Custody Solutions Group to offer integrated prime brokerage and custody platform to clients

  • Marret Asset Management picks CIBC Mellon 10 September 2009

    CIBC Mellon has been appointmented by Marret Asset Management Inc. to provide global custody.

  • Vontobel selects RBC Dexia 09 September 2009

    Vontobel Asset Management has appointed RBC Dexia Investor Services

  • August

    Telstra Super awards $115 million mandate 18 August 2009

    Australia's largest corporate super fund, Telstra Super, has restructured its global equities portfolio.

  • June

    Change in the Nordics 01 June 2009

    Nordic and Baltic markets prepare for rapid change, especially in the areas of asset servicing and fund administration

  • A change for the better 01 June 2009

    On Tuesday 12 May, isf magazine welcomed delegates and sponsors to its Central and Eastern Europe master class. The one day event brought together local banks, scholars, hedge funds, exchanges and asset managers to engage in thought provoking debate and discussion.

  • May

    RBC Dexia wins again 01 May 2009

    RBC Dexia has emerged victorious in Global Investor's Global Custody survey for the sixth time in a row, after 12 months of fierce competition and market turmoil. Meanwhile Citi takes gold in the Weighted and Footprint tables

  • Mastering European custody and settlement challenges 01 May 2009

    Driven by regulatory initiatives such as Target2-Securities and a changing economic landscape, the European post-trade environment is undergoing some unprecedented changes, says Uwe Dreger, head of domestic custody services for Western Europe at Deutsche Bank.

  • Making a comeback 01 May 2009

    Convertible bonds as an asset class had one of the worst years in their history in 2008. Many of the losses were attributed to forced selling by highly leveraged hedge funds and the proprietary trading desks of investment banks. But these instruments are poised for a comeback. Joseph Mariathasan reports.

  • People in brief 01 May 2009

  • Tax Corner 01 May 2009

    The latest budget released by the Chancellor of the Exchequer, Alistair Darling, announced a series of tax increases. Most notable were the changes to personal taxation affecting individuals earning in excess of £150,000.

  • April

    Global Custody Survey 2009 07 April 2009

    RBC Dexia has emerged victorious in Global Investor's Global Custody survey for the sixth time in a row, after 12 months of fierce competition and market turmoil. Meanwhile Citi takes gold in the Weighted and Footprint tables

  • March

    Credit Suisse Hedging Griffo sheds light on Brazil's hedge fund market 30 March 2009

    The Brazil based hedge fund manager, Credit Suisse Hedging-Griffo was instrumental in the launch of hedge funds in Brazil. Ian Hall speaks to the fund about its high profile joint venture with Credit Suisse, how the fund has preformed and its role in Brazil.

  • EquiLend, Pirum and Loanet are put to the test 30 March 2009

    In the second in the series of isf IT road test features, Ian Hall speaks to EquiLend, Pirum and Loanet about the post-trade and trading services they provide. Using actual user feedback, we ask the hard questions.

  • Hedge Fund Research's Kenneth Heinz crunches the numbers 30 March 2009

    Sifting through the financial media, you will be hard pressed to not find an article relating to hedge fund losses, redemptions and possible regulation. But to gauge true state of this industry, you must speak to the ones who track the funds. Ian Hall speaks to leading hedge fund industry data provider, Hedge Fund Research's President, Kenneth Heinz about his outlook for the hedge fund industry and what the numbers really say.

  • In the post 30 March 2009

  • Market analysis: Saudi Arabia 30 March 2009

    Removing mystery to realise returns

  • News in brief 30 March 2009

  • People in brief 30 March 2009

  • Middle East Master Class in Abu Dhabi 27 March 2009

    In the second in a series of post conference roundups, isf gives a review of its master class held in the Middle East, highlighting the panels, people and debate.

  • Investors look to dollar for safe haven 19 March 2009

    The dollar is likely to remain the main beneficiary of the crises affecting the euro and the yen, reclaiming its status as a safe haven currency, writes James Norris