Category: Bank Providers

Alaa AlMashhadi has been appointed as BNY Saudi Arabia country manager and CEO of BNY’s legal entity in Saudi Arabia. He joins BNY from The Saudi Credit Bureau, where he served as chief business development officer, and board member of its analytics subsidiary, Qarar. This follows the establishment of BNY’s regional headquarters in Riyadh, KSA.…

BNP Paribas has signed an exclusive agreement with Banco Mediolanum to become the new depositary bank for Banco Mediolanum in Spain, representing a total value of >EUR4.7bn (USD5.5bn) of assets under depositary across 10 investment funds. This integration expands BNP Paribas’ existing relationship with Mediolanum Group in Europe, including services already provided in Ireland and…

BBH has been appointed as custodian and administrator for a new ETF launched by ICBC UBS Asset Management (International) Company Limited (ICBCUBSI) in partnership with Krane Funds Advisors, LLC, domiciled in Hong Kong Brown Brothers Harriman Trustee Services (Hong Kong) Limited serves as trustee and registrar. The ICBC UBS KraneShares KWEB CSI China Internet ETF will…

Frank Koudelka, one of the most highly respected ETF specialists in the industry, is to retire from State Street in 2026. Koudelka, who is the global ETF product specialist for the investment services business, joined State Street in 2007 following its acquisition of Investors Bank & Trust, where he previously worked. Godspeed to Frank and…

Monroe Capital LLC, a U.S.-based private credit asset manager with c. USD22bn AuM, has launched the Monroe Capital Enhanced Corporate Lending Fund, a perpetual-life, continuously offered, non-traded BDC designed to provide retail investors access to Monroe’s direct lending strategy. U.S. Bank Trust Company has been appointed as custodian for the securities, with Ultimus Fund Solutions…

Northern Trust has further strengthened its market-leading asset owner franchise in North America, reporting robust new business growth with pensions, endowments and other institutional asset owner clients, securing >100 mandates across key global markets in 2025. The new business represents > USD385bn in assets (as of Nov. 30, 2025).

FactSet, the digital financial platform and enterprise solutions provider, has partnered with Arcesium, an investment administrator in which J.P. Morgan has a stake, to deliver a unified investment management offering designed to integrate front, middle, and back-office asset management workflows across public, private, and alternative markets. Integrating analytics engines, data pipelines, and AI-powered workflows, this…

Covercy, a provider of end-to-end investment management solutions for commercial real estate, has formed a partnership with NAV Fund Services, a U.S.-based administrator with USD350bn AuA. The partnership combines Covercy’s integrated investment management and banking platform with NAV’s fund administration capabilities, providing clients with a full-service solution for fund accounting, reporting, and investor servicing. The…

Ultimus Fund Solutions has appointed Steve Farlese as COO of Ultimus Private Fund Solutions. He joins Ultimus with more than 30 years’ experience in alternative fund operations, investor services, and global service delivery. Prior to joining Ultimus, he spent over three decades at BNY, where he most recently served as MD supporting alternative investment solutions…