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Showing 1 - 10 of 32 results for "Transfer Agency"

Royal London AM extends SS&C mandate for new Aussie funds

RIDDHIMA TALWANI | WEDNESDAY, 27 MAY 2026

... will provide its full suite of fund administration services to the funds, including accounting, unit pricing, transfer agency, valuation and tax/financial reporting. Equity Trustees will serve as the Responsible Entity for RLAM's new funds. "We are thrilled ...

SS&C to take over Calastone for $1.6bn

KARREN VERGARA | TUESDAY, 22 JUL 2025

... that Calastone's global fund network and technology complement SS&C's leadership in fund administration, transfer agency services, AI and intelligent automation. By combining capabilities, the two companies will deliver a unified, real-time operating ...

SS&C lands mandate from local boutique fund services provider

ANDREW MCKEAN | WEDNESDAY, 4 JUN 2025

... in Australia and reinforces its commitment to supporting the local investment management industry. SS&C head of transfer agency for APAC Euan McLeod said the firm is excited to welcome its new colleagues and to deepen its presence in the Australian market. ...

Apex awarded $2.3bn fund admin mandate

MATTHEW WAI | MONDAY, 14 APR 2025

Apex Group has been appointed to provide fund administration and transfer agency services for four retail products of an Australian credit manager, effective today. Mutual Limited will transition administration of the Mutual Cash Fund, Mutual Income ...

Tokenisation can save US$135m in back-office costs: Study

KARREN VERGARA | FRIDAY, 7 MAR 2025

... average. For the average fund, tokenisation is expected to generate a 30% cost saving on fund accounting, 25% on transfer agency costs, and 24% on compliance monitoring, client reporting, and regulatory reporting. Overall, asset managers could achieve ...

Northern Trust scores mandate for $32bn infra business

MATTHEW WAI | WEDNESDAY, 5 FEB 2025

... administrator. Under the new agreement, Northern Trust will provide fund administration, investor servicing and transfer agency, corporate secretarial and depository services to Igneo's funds domiciled in Australia, the Cayman Islands, Luxembourg, and ...

First Sentier expands mandate with Northern Trust

MATTHEW WAI | THURSDAY, 12 DEC 2024

... terms, Northern Trust will integrate custody, depositary/trustee services, fund accounting, share-class hedging, transfer agency and regulatory reporting services for First Sentier. These services will be rolled out across the manager's public market ...

Bravura flags growth plans with leadership appointments

MATTHEW WAI | TUESDAY, 26 NOV 2024

... two senior appointments to deliver growth opportunities across the global pensions, superannuation, wealth, and transfer agency markets. Aaron Knowles has been appointed the global head of product management and marketing. Knowles brings over two decades ...

Bravura Solutions executes restructure

CHLOE WALKER | WEDNESDAY, 6 DEC 2023

... growth, and improving client outcomes. Under Spencer, Bravura has also hired Chris Biddick as managing director, transfer agency. Biddick will be responsible for growing the business with current clients and prospects. "This is a crucial step in the ...

Blackwattle selects Apex Group for administration

CASSANDRA BALDINI | TUESDAY, 8 AUG 2023

... of its first four funds. Apex Group will provide the new boutique with technology-enabled fund administration, transfer agency, middle office and custody solutions. "From day one at Blackwattle we are committed to open and transparent communication with ...

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Federal Court lifts Merhi's travel ban

KARREN VERGARA

Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.

Hostplus delivers double-digit FY26 returns

RIDDHIMA TALWANI

Hostplus Balanced (MySuper) option delivered members 10.8% for the financial year 2025-26, while the Indexed Balanced option and the High Growth option returned members 11.06% and 12.61% respectively.

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO

ASIC has lifted its estimated industry funding levy by almost 20% for 2025-26, with regulated entities expected to shoulder $400.5 million in regulatory costs as the corporate watchdog expands its supervision and enforcement activities.

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI

Despite recording positive investment performance, GQG Partners observed a significant outflow, with net outflows of $4.62 billion recorded in the month of June, as FUM slipped to $225 billion at June end, compared to $235.5 billion in the month prior.

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Blake Briggs

CHIEF EXECUTIVE OFFICER
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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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