State Street expands services with Swiss & Global

State Street expands services with Swiss & Global

  • Export:

State Street has expanded its relationship with Swiss & Global Asset Management (Swiss and Global) to provide a range of investment servicing solutions for $70bn in assets.

State Street will service the majority of Swiss & Global’ s range of investment funds domiciled in Switzerland and Luxembourg which also includes the “Julius Baer” public mutual fund family.  State Street will provide custody, fund accounting and administration, asset pooling, securities lending, foreign exchange, share class hedging and transfer agency services. 

“Over the past two years Swiss & Global has built a partnership with State Street as they provided servicing solutions for a component of our investment funds. The appointment of State Street to service the majority of our investment funds is a testament to their capabilities and high service quality for complex investment funds domiciled in several jurisdictions,” said Martin Jufer, member of the group management board of GAM Holding and chief operating officer for Swiss & Global.
  • Export:

Related Articles