Category: Mandates

IQ-EQ, the Luxembourg-based administrator, has been appointed by Allianz Global Investors as the ManCo for its EUR256m (USD280m) debt fund, created to finance the French rail company SPL Grand Est Mobilités in the development of railway services across the Grand Est region. IQ-EQ is acting as third-party AIFM for the fonds commun de titrisation (FCT)…

iCapital, the fintech platform supporting access to alternative investments for the wealth management industry, has partnered with IQ-EQ to establish a new series of French-domiciled funds. iCapital appointed IQ-EQ’s Paris-based team to provide fund administration services and to act as AIFM for iCapital funds that will be launched through the partnership and made available on…

Waverton Investment Management, a UK-based manager with GBP9.1bn (USD11.6bn) AuM, has appointed Northern Trust to provide outsourced trading services through its Integrated Trading Solutions business. Northern Trust will cover equities, derivatives and fixed income assets as Waverton’s sole provider of trading services. The appointment followed a review by Waverton of its operating model intended to…

DBS Bank, the Singapore-headquartered bank, has reached an agreement with Euroclear to onboard all of its investment funds onto Euroclear’s funds platform. The deal provides DBS Bank with a solution for fund distribution and execution services via Euroclear’s network. DBS Bank’s clients will now have access to more than 100,000 funds.

Langham Hall, the UK-based administrator, has been appointed to provide administration and accounting services for the four deal structures of Farview Equity Partners from its Guernsey office. Langham Hall assisted Farview in transitioning structures from another administrator in 2022.

Rail & OV, the Dutch rail and public transport pension fund, has signed an agreement with Amundi to deploy its ALTO investment platform. Rail & OV will leverage the platform to manage direct assets and consolidate delegated assets representing approximately EUR23bn (USD25bn) AuM. In a fully integrated model, Rail & OV will be serviced by…

Ultimus Fund Solutions, the independent provider of fund administration, accounting, and investor solutions, is the new service provider for the family of mutual funds advised by Hodges Capital Management. With Ultimus’ guidance, Hodges, an asset management firm with nearly USD1bn AuM, completed a multi-fund conversion, which included reorganisation of the funds from one series trust…

The Nebraska Investment Council (NIC) has selected Northern Trust to provide asset management and asset servicing solutions, including custody, portfolio analytics and securities lending, for its pension fund. The NIC is an independent state agency that manages USD37.5bn across 32 investment programs. NIC provides investment services to the state of Nebraska and is responsible for…

Goldman Sachs has appointed BNP Paribas to provide custody and settlement services for its assets in Austria. Goldman Sachs is the largest trading member on the Vienna Stock Exchange by market share. The new mandate complements the existing relationship between BNP Paribas and Goldman Sachs, which already includes custody, cash and securities settlement services in…