Year: 2025

Wesleyan Assurance Society, a UK-based financial services mutual, has partnered with SS&C to develop its digital-first wealth management platform. The platform builds on Wesleyan’s long-term relationship with SS&C, which has served as the transfer agent for the Wesleyan Unit Trust Managers range of funds for over 20 years. Wesleyan has selected SS&C Hubwise to deliver…

BNP Paribas has launched the Schedule Manager on its NeoLink client platform, a new triparty collateral management solution that enables clients to enhance collateral optimisation. The Schedule Manager, the latest module of in its triparty collateral suite of tools and services, enables its clients to define, update, monitor and share their collateral schedules, in a…

Suntera Global, a C.I.-based provider of fund, corporate, and private wealth services, has been appointed as the fund administrator of a newly incorporated Protected Cell Company (PCC), initially establishing two Guernsey-domiciled investment fund cells launched by Thornbridge Investment Management. The initial cells will be launched as Green Fund Cells under Guernsey’s Green Fund framework, and…

BNP Paribas has won a data management mandate from UniSuper, one of Australia’s largest superannuation funds. UniSuper will deploy BNY’s recently launched Data PRISM360 data management solution. The service will offer a more holistic fund view, leveraging the Investment Data Solution of NeoXam, a provider of financial data software. BNPP will deliver a range of…

Eamonn O’Callaghan has joined CACEIS as ETF group product manager, based in Ireland. He has 25 years’ experience within the financial services industry, most of which has been working with ETF issuers. He previously held the position of head of European ETF product with Brown Brothers Harriman and prior to this worked with BNY, HSBC…

Clearwater Analytics, the fintech provider for the investment management sector, has been selected by Pool Re, the UK’s terrorism reinsurer overseeing more than GBP7.2bn (USD9.7bn), has selected Clearwater to modernise its investment operations, accounting, and risk management infrastructure. Pool Re is the insurance industry’s mutual for reinsuring terrorism risk in the UK and is an…

Ultimus, the U.S.-based independent provider of fund administration, accounting, and investor solutions, has supported the launch of OneAscent Capital LLC’s first interval fund, OneAscent Capital Opportunities Fund. With the support of Ultimus’ retail alternatives experts, the interval fund was structured to leverage efficiencies with OneAscent’s existing product offerings, a family of ETFs under Ultimus’ series…

U.S. Bank has selected Financial Recovery Technologies (FRT) as its securities litigation service provider for custody clients. FRT provides comprehensive global class action monitoring, robust reporting, filing and recovery services. FRT will file class actions claims and antitrust suits on behalf of U.S. Bank custody clients enrolled in the service who hold impacted securities over…