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December
Intesa Sanpaolo is selling its custodian business unit to State Street for $2.59 billion
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Caldwell Investment Management has hired State Street and IFDS Canada for a custody mandate
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Deutsche Post DHL has appointed BNY Mellon a mandate to serve as depositary for its American depositary receipt programme
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BNY Mellon has been selected by Banco do Brasil as depositary for its American depositary receipt programme
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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.
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Deutsche Bank has completed the acquisition of Dresdner Bank's Global Agency Securities Lending business from Commerzbank.
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Northern Trust chosen by Shay Asset Management to provide fund administration and other services to the AMF Mutual Funds.
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November
Nick Rudenstine is the new head of J. P. Morgan's custody business.
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Nick Rudenstine is the new head of J. P. Morgan's custody business.
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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.
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RBC Dexia has been selected by Georgian Capital Partners to provide a full suite of services including custody, fund accounting and recordkeeping.
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VIA Rail Canada has re-hired RBC Dexia Investor Services
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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.
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Clearstream Banking Luxembourg has hired RBC Dexia Investor Services.
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Jackson National Life Insurance has appointed JPMorgan Worldwide Securities Services as custodian
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October
BNY Mellon has received approval from the Irish Financial Regulator to establish a new bank licensed entity in Ireland.
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CIBC Mellon has been chosen by the Greater Toronto Airports Authority (GTAA) provide global custody services.
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RBC Dexia Investor Services has been selected by Keel Capital AB as custodian, domiciliary agent, administrative agent, registrar and transfer agent.
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Two Australian superannuation funds are planning to replace JPMorgan Worldwide Security Services as custodian
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HSBC France will sell its mutual funds custody and fund administration operations to global asset servicing provider
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Ronald Logue, the Chairman and CEO of State Street, will be retiring from the firm on March 1, 2010, Business Wire reports
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J.P. Morgan’s Worldwide Securities Services business has been appointed to provide custody and related services to three UK pension funds
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Japanese asset manager, OGI Capital Partners, has appointed Citi as fund administrator and custodian
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Société Générale Securities Services (SGSS) has won 7 mandates in Italy since the beginning of this year.
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BNY Mellon will merge its Dutch unit into the Belgian bank that it formed in May 2009
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September
JPMorgan Chase has made some senior leadership changes in its Investment Bank and Asset Management businesses.
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Northern Trust and Merlin Securities have entered into an agreement to provide Merlin clients access to Northern Trust's custody services.
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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.
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Citi has appointed Steve Donovan as head of GTS, Middle East and Pakistan.
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BNY Mellon has been appointed to provide third party administrative services for the pooled pensions business at M&G.
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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).
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Jyske Bank has awarded BNY Mellon Asset Servicing a mandate to provide global custody services for assets valued at $11 billion
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Marret Asset Management has selected CIBC Mellon Global Securities Services to provide custodial services
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J.P. Morgan has announced the formation of the Prime-Custody Solutions Group.
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JP Morgan has set up the Prime Custody Solutions Group to offer integrated prime brokerage and custody platform to clients
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CIBC Mellon has been appointmented by Marret Asset Management Inc. to provide global custody.
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Vontobel Asset Management has appointed RBC Dexia Investor Services
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August
Australia's largest corporate super fund, Telstra Super, has restructured its global equities portfolio.
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June
Nordic and Baltic markets prepare for rapid change, especially in the areas of asset servicing and fund administration
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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.
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May
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
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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.
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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.
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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.
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April
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
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March
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.
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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.
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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.
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Removing mystery to realise returns
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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.
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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