NEWS STORIES DATABASE
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2007 20DEC07: BNY Mellon completes acquisition of ABN AMRO Mellon 15OCT07: ABN AMRO Mellon wins EUR1.5bn Dutch industry scheme 27SEP07: ABN AMRO Mellon extends relationship with Interpolis 02AUG07: ABN AMRO Mellon wins EUR1bn Dutch Merchant Navy pension fund 30JUL07: ABN AMRO Mellon launches KAG lending product 06JUL07: ABN AMRO sells out of joint venture with Mellon 22JUN07: Mellon adds fund admin and TA to Fitzwilliam mandate 20JUN07: JPMorgan expands in the Netherlands 22MAY07: Mellon wins administration mandate for ABN AMRO funds 18APR07: JPMorgan appointed to administer property and PEq funds for Ireland's National Pensions Reserve Fund 04APR07: Bucks CC hires ABN AMRO Mellon 28MAR07: ABN AMRO Mellon hires securities lending sales specialist 14FEB07: ABN AMRO Mellon wins global custody mandate from Agricultural Bank of China 13FEB07: A&O Services expands relationship with ABN AMRO Mellon 06FEB07: ABN AMRO Mellon wins Wiltshire CC custody mandate 25JAN07: Handley moves across to Mellon to head asset servicing sales 25JAN07: John Matthews joins ABN AMRO Mellon sec lending team from BGI 19JAN07: ABN AMRO Mellon wins UK's USS custody mandate 17JAN07: John Morris to retire from ABN AMRO Mellon 2006 23NOV06: ABN AMRO Mellon wins Cambridgeshire pension fund mandate 20NOV06: ABN AMRO Mellon appoints five relationship managers 19SEP06: Mellon to service Standard Chartered liquidity fund 18SEP06: ABN AMRO Mellon wins key servicing mandate from Hoogovens 04JUL06: ABN AMRO Mellon opens Beijing rep office 03JUL06: ABN AMRO Mellon takes North Yorkshire mandate from JPMorgan 26JUN06: Tim Steele joins ABN AMRO Mellon as media chief 07JUN06: ABN AMRO Mellon strengthens relationship management team 23MAY06: Merchant Navy drops JPMorgan and moves to ABN AMRO Mellon 22MAY06: ABN AMRO Mellon replaces JPMorgan at Railpen 09MAY06: Palermo takes charge of all asset servicing at Mellon 08MAY06: Mellon wins ABN AMRO global liquidity fund mandate 02MAY06: Leddy joins ABN AMRO Mellon as head of sales 10APR06: ABN AMRO Mellon closes in on EUR115bn DEPFA mandate 27MAR06: ABN AMRO Mellon wins EUR13bn mandate from F&C Netherlands 14FEB06: ABN AMRO Mellon shakes up senior management team 07FEB06: ABN AMRO Mellon wins first UK depositary mandate 18JAN06: ABN AMRO Mellon wins Dutch life company mandate 2005 13DEC05: F&C outsources admin in Netherlands to ABN AMRO Mellon 13DEC05: Stock lending legend Jamie Ball to retire 17OCT05: ABN AMRO Mellon joins Equilend 13OCT05: Mellon/ABN AMRO Mellon take Performance Explorer 04OCT05: GSK consolidates UK pension funds with ABN AMRO Mellon 06SEP05: ABN AMRO Mellon opens in Luxembourg 05SEP05: ABN AMRO Mellon hires Nordic sales head from Danske 04JUL05: ABN AMRO Mellon establishes Dutch custody operation 05MAY05: ABN AMRO Mellon hires Korsanke for central Europe sales 04APR05: ABN AMRO establishes Asian office in Singapore 21MAR05: ABN AMRO Mellon wins Derbyshire CC mandate 14MAR05: Gout quits Northern to join ABN AMRO Mellon 21JAN05: Stewart Adams joins ABN AMRO sales team |
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2007 03AUG07: Citi completes BISYS acquisition 31JUL07: BISYS shareholders approve Citi acquisition 13JUL07: BISYS buys Frontier Trust 02MAY07: Citi agrees to buy fund services units of BISYS 01MAR07: BISYS hire Tempany for relationship management role 2006 29NOV06: BISYS and RiskMetrics partner for hedge fund risk services 21NOV06: BISYS and Beauchamp to offer STP solutions for hedge fund managers 21NOV06: BISYS wins Blue Funds administration mandate 20NOV06: Prill to head hedge fund administration operations at BISYS 17OCT06: BISYS agrees to settle financial statements lawsuit 17OCT06: BISYS Fund Services hires Quinn and Rezabek 11AUG06: Fradin resigns as CEO of BISYS 15FEB06: BISYS wins four new admin mandates 13JAN06: BISYS appoints McGuire to hedge fund sales role 2005 07DEC05: BISYS wins two new fund mandates 25AUG05: BISYS expands in Ireland 16AUG05: New CFO at troubled BISYS 29JUN05: Misata joins Northern from BISYS 02JUN05: BISYS wins more Needham business 27MAY05: BISYS wins ICON mutual fund servicing mandate |
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2008 25NOV08: BNP Paribas appoints Barnaby Nelson for senior Asian sales role 24NOV08: Pobjoy surfaces at PNC Global Investment Servicing 07NOV08: BNP Paribas to establish Indian JV with Sundaram 06NOV08: BNPP's securities services division reports EUR127m loss 24OCT08: BNP Paribas launches new client portal 01OCT08: A Plus Finance awards PEq fund servicing mandate to BNP Paribas 29SEP08: BNP Paribas wins Fidelity mandate in France 16SEP08: Jörg Debé to run relationship management for SGSS in Germany 15SEP08: Citi's Alan Cameron to take senior client role at BNP Paribas 03SEP08: RBC Dexia hires two sales directors in UK 01AUG08: BNP Paribas appoints Cuminet as global head of TA 18JUL08: Geoff Pullen joins alternative funds team at BNP Paribas 16JUL08: BNP Paribas hires Joseph Laclautre as product sales specialist 30JUN08: Bestinvest hires BNP Paribas for OEIC servicing 11JUN08: BNP Paribas to buy BoA's prime brokerage business 04JUN08: Citi wins Aberdeen's US fund administration mandate 02JUN08: BNP Paribas goes live in Poland and Hungary 21MAY08: BNP Paribas launches private label solution for UK SIPPs 14MAY08: Impax Asset Management appoints BNP Paribas for fund servicing 25APR08: Graeme Perry joins BNP Paribas as global head of agency lending 26MAR08: Patrick Colle confirmed as replacement for Tony Solway at BNP Paribas 14MAR08: Tony Solway to leave BNP Paribas? 13FEB08: BNP Paribas changes Turkish partner 2007 30OCT07: BNP Paribas launches UK fund hosting business 15OCT07: Gautié promoted at BNP Paribas 08OCT07: BNP Paribas to open in Singapore 25SEP07: BNP Paribas buys Italian depo bank from Allianz 21SEP07: BNP Paribas launches clearing and settlement platform for broker/dealers 18JUL07: SocGen takes KBC's Spanish mandate from BNP Paribas 18JUL07: BNP Paribas to acquire sell-side outsourcing operation from Natixis 12JUL07: Hogkins joins UK asset managers team at BNP Paribas 19JUN07: BNP Paribas hires Hakim as head of pre-sales for UK FI team 04APR07: BNP Paribas to buy offshore servicing business of RBS International 23MAR07: Turner replaces Burke as UK COO for BNP Paribas 22MAR07: BNP Paribas agrees to buy specialist custody business from Banco Sabadell 21MAR07: BNP Paribas wins another hedge fund mandate in Spain 28FEB07: BNP Paribas launches US hedge fund administration service 13FEB07: BNP Paribas hires three UK sales managers 07FEB07: Aberdeen chooses SEI for US mutual fund support services 06FEB07: BNP Paribas hires Dawans as Belgium fund administration head 02FEB07: BNP Paribas moves Bertie from New Zealand to Scotland 29JAN07: BNP Paribas appoints Ian Rae to run UK retail operations 29JAN07: Hartmann joins BNP Paribas in Frankfurt as sales manager 18JAN07: BNP Paribas to set up UK Authorised Corporate Director facility 2006 22DEC06: Acropole appoints BNP Paribas for convertible bond portfolio 19DEC06: BNP Paribas completes DeAM conversion for Aberdeen Asset Management 19DEC06: Chris Adams joins BNP Paribas from CSTIM to run alternative funds products 13DEC06: BNP Paribas wins accounting mandate for first Spanish hedge fund 12DEC06: BNP Paribas wins MMC mandate in Australia 06DEC06: BNP Paribas hires Arnaiz for Australian relationship management role 04DEC06: BNP Paribas wins pan-European administration mandate from Bâloise 21NOV06: Richelieu appoints BNP Paribas as fund administrator for EUR4.3bn of assets 20NOV06: Ratoff quits BNP Paribas to join BNY pensions team 01NOV06: BNP Paribas completes Martin Currie conversion 01NOV06: Nick Claxton joins BNP Paribas as UK sales manager 24OCT06: BNP Paribas launches global custody in Switzerland 24OCT06: McKendry quits BNP Paribas to join BNY 06OCT06: Colle hired from JPMorgan as product head for BNP Paribas 02OCT06: Christophe Beelaerts joins BNP Paribas from RBC Dexia 19SEP06: Exane outsources back office to BNP Paribas 08SEP06: BNP Paribas units join forces to offer US clearing services 16AUG06: BNP Paribas buys Bankhaus Plump in Germany 09AUG06: Dickinson takes larger relationship role at BNP Paribas 26JUL06: BNP Paribas changes management line-up in Dublin, Lux 29JUN06: ING strikes administration outsourcing deal with BNP Paribas 26JUN06: Nabi promoted to head UK FI at BNP Paribas 13JUN06: Italian journalists select BNP Paribas for pension fund custody 02JUN06: Pasquet to replace Burke as Asia chief for BNP Paribas 11MAY06: Jon Lloyd leaves BNP Paribas to join JPMorgan 04MAY06: Burke to move to UK as COO of BNP Paribas Securities Services 26APR06: Shapiro joins BNP Paribas to run UK fund accounting 19APR06: BNP Paribas launches UK clearing service 07APR06: BNP Paribas wins Avance outsourcing deal in Spain 24MAR06: MAN Group appoints BNP Paribas as depository for CTA 16MAR06: BNP Paribas wins EUR2.7bn mandate from Italy's ENASARCO 02MAR06: BNP Paribas upgrades trade management platform 22FEB06: Kay Dennis joins BNP Paribas as global RM 2005 13DEC05: BNP Paribas wins Martin Currie outsourcing contract 07DEC05: Prado joins BNP Paribas in Zurich 17OCT05: Raif quits Citi to join BNP Paribas in Frankfurt 29SEP05: Turner takes product management role at Paribas 25AUG05: Pobjoy quits Omgeo to join Paribas 29JUL05: Percival joins Paribas from HSBC 06JUL05: BNP Paribas to be platform provider for The Money Portal 10JUN05: BNP Paribas acquires INVESCO's Depotbank business 07JUN05: Danloy moves from BNP Paribas to Soc Gen 05MAY05: Christmas joins Pershing as chief relationship officer 25APR05: Scott joins Paribas securities industry team 25APR05: F&C expands business with BNP Paribas 13APR05: Hayre joins BNP Paribas from IBM 06APR05: Cardoso joins BNP Paribas as senior RM 05APR05: Aberdeen consolidates investment trust admin with Paribas 31MAR05: Homburg joins Paribas in Amsterdam 16MAR05: Billick joins Paribas in NY 01MAR05: BNP Paribas wins EUR7.2bn custody mandate 09FEB05: New RM for AMP at BNP Paribas 31JAN05: Sec lending staff moves at BNP Paribas 26JAN05: BNP Paribas appoints Emmerson as Dublin trustee chief 21JAN05: Fondaco outsources to BNP Paribas in Italy |
2008
19DEC08: BNY Mellon adds OTC functionality, launches Islamic fund services
08DEC08: BNY Mellon appoints René Boettcher to head Latin America
02DEC08: BNY Mellon strengthens alternatives client team
02DEC08: BNY Mellon unveils trustee board reporting service
01DEC08: Patrick Curtin leaves BNY Mellon
24NOV08: BNY Mellon to cut 4pct of workforce
24NOV08: Prudential Asset Management chooses Eagle for Asia
24NOV08: BNY Mellon launches improved private equity services
24NOV08: BNY Mellon wins ETF servicing mandate for Direxion funds
04NOV08: John Gruber joins BNY Mellon to run P&A product line
29OCT08: BNY Mellon wins Taiwanese mandate
21OCT08: Tom Perna joins Quadriserv as CEO
21OCT08: BNY Mellon strengthens MEA management team
17OCT08: BNY Mellon reports rise in securities processing fees
16OCT08: BNY Mellon completes client portal integration
15OCT08: BNY Mellon wins US Treasury TARP mandate
13OCT08: BNY Mellon promotes Eric Kamback to head treasury services
08OCT08: State Street confirms appointment of Gunjan Kedia
08OCT08: Richard Barrett joins IFDS to run client admin
03OCT08: BNY Mellon wins EUR38bn Eureko mandate
30SEP08: BNY Mellon appoints new Iberian head
29SEP08: BNY Mellon to take USD425m charge on cash funds
10SEP08: Dan Wywoda steps up as Gunjan Kedia quits BNY Mellon
05SEP08: BNY Mellon hires Robert Rupp from J.P. Morgan for senior risk role
20AUG08: Gulf Reinsurance selects BNY Mellon for global custody
15AUG08: BNY Mellon wins Privredna Banka global custody mandate
13AUG08: BNY Mellon launches GIPS reporting solution for composites
07AUG08: Co-Op Pension Scheme consolidates with BNY Mellon
05AUG08: BNY Mellon automates OTC derivatives trade capture
01AUG08: BNY Mellon wins complex GTAA mandate from APG Investments
01AUG08: Bangkok Bank appoints BNY Mellon as global custodian
01AUG08: Michel Sidier appointed as head of BNY Mellon's Istanbul office
16JUL08: BNY Mellon launches 130/30 universe
15JUL08: BNY Mellon wins USD4.4bn Innovest fund mandate
01JUL08: BNY Mellon opens in DIFC
26JUN08: BNY Mellon hires Rex Wong from State Street
26JUN08: BNY Mellon and Wilshire extend alliance
23JUN08: John Sin joins BNY Mellon in Asia
20JUN08: BNY Mellon strikes first Korean equity tri-party deal
19JUN08: Ross Whitehill to run EMEA offshore services for BNY Mellon
13JUN08: Renyi to step down early as executive chairman of BNY Mellon
12JUN08: Hermes appoints Northern Trust for major custody and administration mandates
10JUN08: BNY Mellon wins Fortune SGAM QDII mandate
06JUN08: BNY Mellon wins further ETF servicing work from WisdomTree
05JUN08: Michael Faester joins BNY Mellon from Nordea
03JUN08: Eaton Vance goes live with Eagle platform
03JUN08: CIBC Mellon wins Macquarie mandate
02JUN08: Bruce Van Saun quits as BNY Mellon CFO
02JUN08: Catholic Health East appoints BNY Mellon for custody and securities lending
22MAY08: WestLB Mellon AM appoints BNY Mellon to service Luxembourg fund
19MAY08: Royal Liver extends mandate with BNY Mellon
13MAY08: BNY Mellon acquires fund of hedge funds administrator
12MAY08: BNY Mellon appoints Chris Sturdy as head of Asia Pacific
30APR08: BNY Mellon wins USD1.2bn Silicon Valley mandate
25APR08: BNY Mellon adds two managers to securities lending team
22APR08: Eagle opens Asia Pacific office in Australia
18APR08: Mellon Transition Management makes senior management appointments
15APR08: BNY Mellon wins ETF servicing mandate for RevenueShares
10APR08: BNY Mellon hires Mark Higgins for EMEA collateral management sales
09APR08: Kathy Cuocolo takes senior role at BNY Mellon
08APR08: CIBC Mellon wins Zechner administration mandate
01APR08: BNY Mellon wins USD9.5bn endowment mandate
27MAR08: JPMorgan to acquire Nordea's institutional custody business
27MAR08: Flanagan joins BNY Mellon to run European private equity services
25MAR08: BNY Mellon launches alternative servicing products for pensions and endowments
20MAR08: BNY Mellon wins NorthPointe outsourcing mandate
13MAR08: BNY Mellon shines in R&M Custody Survey
11MAR08: BNY Mellon wins EUR1bn O2 mandate
11MAR08: Jon Dunham joins Northern Trust to run North American sales
10MAR08: IPCRe appoints BNY Mellon for USD2.5bn portfolio
06MAR08: BNY Mellon wins UCITS III mandate from Delaware Investments
22FEB08: BNY Mellon wins ETF servicing mandate for GreenHaven
20FEB08: Old Mutual selects BNY Mellon for USD5bn US mutual fund mandate
19FEB08: PSigma Asset Management appoints BNY Mellon for admin services
15FEB08: First American expands relationship with BNY Mellon
12FEB08: Kate Colchester joins BNY Mellon's Asia hedge fund services team
07FEB08: BNY Mellon wins USD4.5bn custody mandate from Banco Central de Uruguay
07FEB08: BNY Mellon wins EYR219m Dutch mandate
31JAN08: BNY Mellon chooses Eagle over Netik as data management platform
29JAN08: BNY Mellon expands ETF relationship with WisdomTree
24JAN08: Gutmann appoints BNY Mellon for US equity trading services
21JAN08: BNY Mellon wins fund accounting mandate from engage Mutual
15JAN08: Cowen Asset Management awards outsourcing contract to BNY Mellon
10JAN08: BNY Mellon wins USD7bn Arizona mandate
2007
20DEC07: BNY Mellon completes acquisition of ABN AMRO Mellon
13DEC07: Jai Arya promoted at BNY Mellon to head of client management for Asia
11DEC07: CIBC Mellon wins admin mandate for Morguard real estate funds
07DEC07: BNY Mellon fails to shine as HSBC holds top spot in R&M UK trustee/depositary survey
04DEC07: BNY Mellon wins new QDII mandate from China International
13NOV07: BNY Mellon wins asset management and custody mandates for China Southern QDII fund
06NOV07: CIBC Mellon wins McLean fund administration mandate
06NOV07: BNY Mellon takes two admin mandates for Jessop Fund Managers
30OCT07: BIMCOR chooses Eagle
25OCT07: BNY Mellon wins JGB tri-party repo mandate
18OCT07: BNY Mellon wins outsourcing contract from O'Shaughnessy
15OCT07: ABN AMRO Mellon wins EUR1.5bn Dutch industry scheme
10OCT07: BNY Mellon wins USD2bn custody mandate in Spain
08OCT07: BNY Mellon wins Luxembourg mandate from Banco di San Marino
28SEP07: BNY Mellon wins custody role for Korean-based China investment vehicle
27SEP07: BNY Mellon wins back-office outsourcing contract from Huber
07SEP07: Mellon Transition Management promotes Carr Smith to president and COO
06SEP07: BNY Mellon wins Italian bank mandate
17AUG07: BNY Mellon wins SPA ETF mandate
17AUG07: BNY Mellon expands Indian operations
15AUG07: BNY Mellon appoints Dominick Falco as Asia head of broker-dealer services
15AUG07: BNY Mellon sets up TA capability in Singapore
10AUG07: TCW signs new outsourcing agreement with BNY Mellon
03AUG07: State Street and BNY Mellon win mandates from Korea's National Pension Service
01AUG07: BNY Mellon wins UK derivatives margin management mandate
30JUL07: ABN AMRO Mellon launches KAG lending product
30JUL07: BNY ConvergEx completes transition management for Ealing
19JUL07: BNY Mellon wins outsourcing mandate from Logan Circle
06JUL07: ABN AMRO sells out of joint venture with Mellon
04JUL07: Westwell quits BNY to join State Street
03JUL07: Steve Langton joins BNY Mellon to develop European hedge fund services
03JUL07: BNY Mellon goes live as State Street completes acquisition of IFIN
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2008 23OCT08: Nicole Best joins BBH 08AUG08: Gerd Rautenberg joins BBH as global head of transfer agency 16JUL08: BBH adds four seniors to securities lending team 20MAR08: BBH wins PowerShares India ETF mandate 06FEB08: Bill Tyree steps up to head investor services in Brown Brothers reorganisation 2007 19NOV07: State Street hires Caroline Carmichael from BBH 12NOV07: Digger Donahue to become managing partner at BBH 12NOV07: ICBC selects BBH for third Bank of China QDII fund 31OCT07: JPMorgan hires Tim Peters to head MENA business development 08OCT07: Brown Brothers and Omgeo link services for trade processing 05JUL07: Fodder joins BBH to run investor services in London 21JUN07: BBH wins admin mandate for two Genesis SICAVs 01MAY07: BBH wins commodities ETF administration contract 27FEB07: BNY wins UK custody mandate from Bank of Tokyo-Mitsubishi 14FEB07: BBH to provide custody system solution to Bank of Tokyo-Mitsubishi in Luxembourg 18JAN07: BBH hires Chaker to lead European fund solutions sales 2006 20NOV06: Cleary joins BBH to head European fund solutions 12OCT06: Tancré appointed as GM for Fortis Prime Fund Solutions in Luxembourg 09OCT06: Brown Brothers Harriman wins fund administration mandate in China 18AUG06: Poulin joins BBH to head fund administration for Americas 11MAY06: BBH appoints Jia as China chief 13APR06: BBH wins commodity-based ETF administration mandate 05APR06: BBH wins in Charles Schwab provider consolidation 31MAR06: Holland made partner at BBH 22FEB06: BBH launches Infomediary data management module 2005 28OCT05: Chandler heads currency strategy at BBH 19OCT05: BBH wins US mutual fund mandate 12OCT05: Paul Donnelly appointed MD for BBH Trustees in Ireland 25MAY05: BBH appoints two from State Street for securities lending 17MAY05: BBH beefs up European senior management team 05MAY05: BBH launches FX research website 03FEB05: Skandia UK to use BBH's Infomediary 26JAN05: Berk makes partner at BBH 13JAN05: Krinke joins BBH as head of European FX sales |
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2008 08JUL08: CIBC Mellon wins City of Surrey mandate 21MAY08: VenGrowth replaces RBC Dexia with CIBC Mellon for five investment funds 08APR08: CIBC Mellon wins Zechner administration mandate 13FEB08: Halifax Herald hires CIBC Mellon to service pension fund 2007 11DEC07: CIBC Mellon wins admin mandate for Morguard real estate funds 06NOV07: CIBC Mellon wins McLean fund administration mandate 16OCT07: Torstar chooses CIBC Mellon as trustee and custodian 29JUN07: Excel appoints CIBC Mellon for custody of mutual funds 28MAR07: Linda Bernard leaves CIBC Mellon to join Thomas Murray 2006 08SEP06: Manulife appoints RBC Dexia for CAD26bn fund administration mandate 19JUL06: CIBC Mellon makes sales appointments 29JUN06: Balancing Pool appoints CIBC Mellon for asset servicing 09MAY06: CIBC Mellon and Donaldson to partner on commission recapture 25APR06: CIBC Mellon wins AXA Rosenberg mandate 24MAR06: Hughes joins CIBC Mellon to grow securities lending 02FEB06: CIBC Mellon restructures sales team as Sharma departs 2005 18MAY05: CIBC Mellon promotes David Planden |
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2008 17DEC08: Citi sells Warsaw transfer agency platform to Bravura 15DEC08: Patric Foley-Brickley leaves Citi 11DEC08: Citi wins UCITS servicing mandate from Old Mutual 04NOV08: Citi appointed by Fortelus to administer distressed debt fund 29SEP08: Citi shakes up FI sales team 19SEP08: Citi wins US mandate from Erste Group Bank 15SEP08: Citi's Alan Cameron to take senior client role at BNP Paribas 05SEP08: Citi adds two managers to hedge fund services team 12AUG08: Lee Waite replaces Andrew Gelb as Citi's global head of intermediary services 01AUG08: Citi launches consolidated account structure for Euronext markets 01AUG08: Citi enhances online SMA services 14JUL08: Florence Chua joins Northern Trust as head of Singapore operations 09JUL08: Citi adds more clients to OpenPrime platform 26JUN08: Steve Bowman to leave Citi 04JUN08: Citi wins Aberdeen's US fund administration mandate 25APR08: BNY Mellon adds two managers to securities lending team 22APR08: Andrew Gelb appointed to lead Citi's EMEA securities and fund services business 15APR08: Karen Tyrrell steps up as Ronan Daly leaves Citi 12FEB08: Citi hires Satvinder Singh from HSBC to run EMEA clearing and sub-custody services 30JAN08: Citi launches custody services in Kazakhstan 2007 20DEC07: Northern appoints new head of Asia Pacific sales 19DEC07: Citi wins USD12bn mandate from Norway's Eksportfinans 13DEC07: Citi wins more business from Banco Popolare 11DEC07: Citi to provide international settlements for Romanian CSD 07DEC07: BNY Mellon fails to shine as HSBC holds top spot in R&M UK trustee/depositary survey 04DEC07: Andrew Smith appointed head of Citi's North American business 28NOV07: Citi launches direct clearing and custody in Morocco 02NOV07: Diana Chan leaves Citi to take up CEO role with EuroCCP 31OCT07: Citi strikes first Israeli sec lending deal 30OCT07: Citi strengthens Middle East management team 19OCT07: Citi wins USD1.2bn SMA mandate from Harding, Loevner 16OCT07: Citi implements fund administration solution for Luxembourg public pension plan 13AUG07: Citi announces new organisational structure for funds business 13AUG07: Naveed Sultan appointed as head of Citi's EMEA global transaction services business 10AUG07: Citi wins Mirae UCITS III funds admin contract 08AUG07: Citi reorganises EMEA sales team 03AUG07: Citi completes BISYS acquisition 31JUL07: BISYS shareholders approve Citi acquisition 12JUL07: Citi wins Hong Kong client for OpenPrime service 04JUL07: Citi changes management line-up in EMEA 03JUL07: Citi makes senior appointments in global transaction services business 29JUN07: Citi wins integrated hedge fund servicing mandate from Nexum 09MAY07: Ernesti takes new role at Citi as head of prime brokerage client management 02MAY07: Citi agrees to buy fund services units of BISYS 01MAY07: National Bank of Kazakhstan adds Citi to global custodian panel 01MAY07: State Street appoints two senior derivatives specialists 19APR07: Turquoise chooses EuroCCP and Citi for clearing and settlement services 19APR07: Hanratty promoted to run Citi's EMEA funds business 27MAR07: Paul Galant to replace Alemany at Citigroup 23MAR07: Ellen Alemany quits Citigroup to become CEO of RBS America 23MAR07: Citigroup wins AIC fund accounting mandate in Canada 19MAR07: Steve Lane joins Mellon from Citigroup 13MAR07: Citi launches integrated hedge fund services group 14FEB07: Tom Abraham quits Citi to become CEO of DSTi 19JAN07: Citigroup makes custody breakthrough in Canada 2006 28NOV06: Charles Banister joins HSBC to run e-commerce 23NOV06: Citigroup wins Prudential mandate in Asia 22NOV06: HSBC tops R&M 2006 UK trustee and depositary survey, whilst Citi wins in Dublin 03NOV06: Citigroup expands clearing and custody network to Cyprus 18OCT06: Citi confirmed as co-custodian for China's National Social Security Fund 11OCT06: Citi offers direct clearing and custody in Sweden 28SEP06: Citi to offer custody and clearing in Israel 18SEP06: Mark Kelley leaves Citigroup to take up senior role with JPMorgan 13SEP06: Citigroup launches alternatives administration service in Asia 06SEP06: Citi strengthens Asia Pacific team 04SEP06: Citi strikes EUR40bn outsourcing deal with AEGON Netherlands 21AUG06: Clive Triance to head Citi's securities and funds services unit for EMEA 09AUG06: Dave Phillips to move to global role with Citi in New York 03AUG06: Citi launches 'multi-prime' platform for hedge funds 08JUN06: Citigroup launches pensions pooling vehicle for L&G 18MAY06: Kelley quits as head of Citi's EMEA securities and fund services unit 26APR06: Dimensional outsources middle office to Citi 18APR06: Reyes to head Citi's GTS business in the Netherlands 06MAR06: Citi to provide custody and clearing services in Vietnam 28FEB06: Citi strikes first securities lending deal in Taiwan 27FEB06: Citi launches HK securities exchange clearing service 07FEB06: Citi wins PIA fixed income SMA mandate 30JAN06: Alemany replaces Bisginano as head of Citi's transaction services business 04JAN06: Citi tops R&M UK trustee survey, as Mellon wins in Dublin 2005 14DEC05: Citigroup completes transfer of AEGON staff 01DEC05: Bisignano quits Citi to join JPMorgan Chase 15NOV05: Citi wins Winterthur UK fund admin mandate 07NOV05: Citi wins Lothian pension fund from BNY 28OCT05: Coxhead joins Citi from BNY 28OCT05: Back confirmed at Citi 20OCT05: Citi wins Janus SMA mandate 18OCT05: Binney retires from Citi 17OCT05: Raif quits Citi to join BNP Paribas in Frankfurt 17OCT05: Citi wins first Malaysian clearing outsourcing mandate 04OCT05: Citi hires O'Daly from Northern 29SEP05: Citi, BarCap and Clearstream strike first quad-party deal 29SEP05: Turner takes product management role at Paribas 12JUL05: Citi makes big move in Canada 11JUL05: Donovan wins top securities post at SWIFT 28JUN05: Citi offers third-party clearing in Australia 17JUN05: Citi sets up client service shop in Breda 10JUN05: Citi appointed by Man Investments for fund of hedge funds 09MAY05: Citi launches hedge fund reporting platform 12APR05: Vontobel appoints Citi for SMA support 08MAR05: AEGON goes exclusive with Citi on outsourcing 02FEB05: Bernstein retires from Citi 19JAN05: Citigroup KAG supports hedge fund in Germany 13JAN05: Citi outsources retail securities processing in Germany |
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2008 16JUL08: Tom Zeeb quits Clearstream to join Swiss Financial Market Services 12MAY08: Clearstream poaches Toshio Akiba from Euroclear in Tokyo 09JAN08: SG appoints Andrew Duffin to UK sales role 2007 10AUG07: Clearstream to open link with Chinese depository 01MAY07: Clearstream adds DIFX equities via Deutsche Bank 01MAY07: Andreas Wolf appointed as CEO of Clearstream Banking Frankfurt 05APR07: Kookmin Bank selects Vestima+ 27MAR07: Clearstream launches pilot scheme for Central Facility for Funds 23MAR07: Clearstream opens offices in Tokyo and Singapore 2006 23NOV06: Clearstream offers JGB settlement through Luxembourg 28SEP06: Euroclear and Clearstream to upgrade Bridge 18MAY06: Clearstream offers Russian settlement link 08MAR06: Clearstream to launch Luxembourg funds depository 22FEB06: DWS selects Vestima+ 13FEB06: Tessler promotes client-facing executives at Clearstream 30JAN06: Pothoff quits Deutsche Börse by mutual consent 10JAN06: Clearstream offers Croatian settlement service 2005 29SEP05: Citi, BarCap and Clearstream strike first quad-party deal 22SEP05: Clearstream launches enhanced lending service 16SEP05: Seyll quits BNY to join Clearstream 07SEP05: Clearstream enhances collateral management service 06JUN05: Clearstream takes its turn with ChinaClear 30MAR05: Clearstream powers ahead with tri-party repo 16MAR05: Clearstream stays up all night in Frankfurt 22FEB05: Clearstream underpins Deutsche Börse's earnings growth 07JAN05: Clearstream ends 2004 with a flourish |
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2007 02NOV07: Diana Chan leaves Citi to take up CEO role with EuroCCP 19APR07: Turquoise chooses EuroCCP and Citi for clearing and settlement services 2006 27OCT06: Marianne Brown to replace Adam Bryan at Omgeo as president and CEO 2005 05OCT05: Sausville Arthus joins DTCC |
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2008 19SEP08: Deutsche Bank signs custody deal with Dubai Financial Market 15SEP08: ADX signs custody deal with Deutsche Bank 10JUN08: Deutsche Bank extends custody network to Portugal 12MAY08: Deutsche Bank completes integration of Garanti Bank in Turkey 12MAY08: State Street buys Deutsche Bank's Swiss fund accounting business 11FEB08: Deutsche Bank hires four managers for London securities clearing business 01FEB08: Deutsche Bank buys US-based hedge fund administrator 25JAN08: Deutsche Bank and Euroclear launch carbon trading products 2007 06JUL07: Deutsche Bank buys Turkish custody business from Garanti Bank 03JUL07: Robert Scott takes new securities clearing role at Deutsche Bank 2006 14JUN06: Deutsche Bank to offer GCM services on Dubai exchange 27FEB06: Berezhny joins Deutsche Bank to run Russian custody unit 17JAN06: JPMorgan Chase sells CD clearing centre to Deutsche Bank 2005 20OCT05: State Street appoints Deutsche Bank in Italy 30SEP05: Tidy joins JPM sec lending sales team 07SEP05: Deutsche Bank adds Austria to sub-custody network 21JUN05: Deutsche Bank goes live with Turkish sub-custody |
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2008 08DEC08: Euroclear announces 2009 tariff cuts 24NOV08: Euroclear agrees to buy Xtrakter 04NOV08: Euroclear completes Nordic CSD acquisition 14JUL08: Euroclear makes senior management changes 03JUN08: Euroclear signs MoU to buy Nordic CSDs 12MAY08: Clearstream poaches Toshio Akiba from Euroclear in Tokyo 10MAR08: Euroclear hires Colaes as head of project delivery services 30JAN08: Euroclear upgrades Hong Kong office and opens in Beijing 25JAN08: Deutsche Bank and Euroclear launch carbon trading products 2007 31OCT07: Euroclear shuffles top team 12SEP07: Euroclear appoints Michael Shipton as corporate head of technology 07AUG07: Euroclear launches margin management scheme with LCH.Clearnet 29JUN07: Euroclear announces further tariff reductions 22MAY07: CRESTCo to change its name to Euroclear UK & Ireland 30MAR07: Euroclear opens rep office in Frankfurt 01MAR07: Euroclear eases collateral re-use 22FEB07: Euroclear completes implementation of SSE 02FEB07: Management moves at Euroclear as Dinne prepares to step down 2006 19DEC06: Euroclear announces major tariff rebates 12DEC06: Euroclear agrees to buy EMX in the UK 30NOV06: Euroclear strikes settlement accord with DIFX 28SEP06: Euroclear cuts tariffs for six markets 28SEP06: Euroclear and Clearstream to upgrade Bridge 01SEP06: CRESTCo launches Euroclear's SSE 11JUL06: Euroclear to launch JGB service next year 31MAY06: Euroclear begins roll-out of single settlement engine 06APR06: Wicks to move up to chair Euroclear 04APR06: Euroclear cuts custody tariffs 27FEB06: CajaMadrid signs for Euroclear collateral management service 2005 22DEC05: Euroclear France cuts SBI tariffs 16DEC05: CRESTCo offers further cuts next year 09DEC05: Euroclear hands back record rebate 23NOV05: Euroclear reshuffles 20SEP05: Euroclear cuts collateral management fees 06JUL05: Euroclear France to develop automated funds order processing 25MAY05: Natexis signs for FundSettle 20MAY05: Trundle to join Euroclear from BoE 25APR05: Euroclear sets up new relationship management group 07APR05: Euroclear enhances securities lending and borrowing programme 30MAR05: Euroclear uses carrot and stick for FundSettle pricing 24MAR05: Euroclear cuts Euronext tariff 23FEB05: New chief executive at Euroclear Nederland 18FEB05: CRESTCo cuts settlement tariffs 17FEB05: French settlements more secure 08FEB05: Euroclear reports record 2004 14JAN05: Bodart appointed to Euroclear boards 04JAN05: Euroclear completes corporate restructuring |
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2008 29SEP08: Fortis rescued by Benelux governments 29SEP08: Fortis Prime Solutions appoints Philip Craig to senior client role 04JUL08: Claude Noesen joins Fortis Prime Solutions from HSBC 2007 01AUG07: JPMorgan adds senior management to Asia hedge fund services team 04APR07: PEAK6 appoints Fortis as fund administrator 22FEB07: Eric Jens appointed CEO of Fortis Prime Fund Solutions 29JAN07: Hofmann replaces Lippert as head of Fortis brokerage, clearing and custody in Frankfurt 2006 21NOV06: Joanne Murphy joins Fortis Prime Fund Solutions as commercial director for Asia 17OCT06: Fiore appointed as business development director at Fortis 12OCT06: Tancré appointed as GM for Fortis Prime Fund Solutions in Luxembourg 31JUL06: Walker joins Fortis as head of Curacao investment accounting 29JUN06: Leleux quits RBC Dexia to join Fortis Prime Fund Solutions 13JUN06: Fortis to offer real estate brokerage 10APR06: Van Dam appointed as CCO of Fortis Prime Fund Solutions 04APR06: Bradshaw joins Fortis to lead French sales 08MAR06: Fortis acquires Hedge Funds Services in BVI 03MAR06: Bofferding takes additional role at Fortis Prime Fund Solutions 2005 10NOV05: Fortis to buy O'Connor & Company 02SEP05: Fortis consolidates product lines 28JUN05: Fortis opens prime brokerage office in Frankfurt |
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2008 24NOV08: HSBC moves Anna Stepney to Hong Kong 16OCT08: HSBC reorganises MENA management team 03SEP08: HSBC to offer alternative fund services in Australia 26AUG08: HSBC appoints Ritesh Singh as head of Asia Pacific regulatory affairs 01AUG08: HSBC wins USD500m Kuwaiti private equity servicing mandate 04JUL08: Claude Noesen joins Fortis Prime Solutions from HSBC 23JUN08: HSBC restructures fund services management team 20MAY08: HSBC wins Canara Robeco fund administration mandate in India 24APR08: HSBC strikes fund administration deal with ICICI Prudential in India 20MAR08: HSBC reorganises EMEA sales team 14FEB08: Mark Davies quits HSBC after 30 years to join Standard Chartered 12FEB08: Citi hires Satvinder Singh from HSBC to run EMEA clearing and sub-custody services 2007 07DEC07: BNY Mellon fails to shine as HSBC holds top spot in R&M UK trustee/depositary survey 30NOV07: HSBC hires two for fund services business development 26NOV07: Richard Hale confirmed as head of European AM sales for JPMorgan 19NOV07: Sanjay Jayant to join HSBC as head of IFS product strategy 13NOV07: HSBC appoints Colin Lunn to run business development for Asia fund services 19SEP07: HSBC wins GBP1.4bn investment trust mandate from Schroders 15AUG07: Richard Hale quits HSBC Securities Services 13AUG07: HSBC converts JO Hambro onshore funds 31JUL07: HSBC tops R&M UK fund administration survey for third year 11MAY07: State Street to provide collateral management for HSBC Investments 18APR07: HSBC to move London operations to Canary Wharf 15MAR07: Sean Moran leaves HSBC to join Fulcrum as head of US client relations 06FEB07: Matthew Adams joins HSBC from Northern Trust 2006 28NOV06: Charles Banister joins HSBC to run e-commerce 22NOV06: HSBC tops R&M 2006 UK trustee and depositary survey, whilst Citi wins in Dublin 20NOV06: Continental hires HSBC T&B as custodian for EUR300m of pension assets 03NOV06: Northern strikes global custody deal with Bank of Communications in China 01NOV06: Attila Demirci joins HSBC in Germany to run Depotbank services 11OCT06: HSBC buys Liberty Ermitage admin business in Luxembourg 06OCT06: HSBC bolsters UK trustee team with Davies and Freeman 03OCT06: HSBC hires McCartney and Johnson for EMEA outsourcing team 14SEP06: Harwood-Bridgen joins HSBC as senior RM for outsourcing 14SEP06: HSBC hires Dueger as head of custody client services in Germany 03AUG06: Petsche promoted to head up HSBC's alternative fund services in Guernsey 27JUL06: HSBC to acquire Westpac's Australian and NZ sub-custody business 27JUN06: HSBC hires Shill as deputy head of tax services 25MAY06: HSBC ties up outsourcing deal with Royal London Asset Management 22MAY06: HSBC hires Clare Fraser as European strategy chief 18MAY06: HSBC wins depotbank mandate in Germany 04MAY06: HSBC wins fund accounting mandate from Royal & SunAlliance 20APR06: HSBC appoints Howell to succeed Gubert as head of HSS 03APR06: HSBC opens new operations and training centre in Ireland 31MAR06: HSBC retains top spot in R&M administration survey 28MAR06: Jerry Biggs joins HSBC from CSTIM 20MAR06: HVB outsources retail securities processing to HSBC joint venture 03MAR06: RLAM in outsourcing discussions with HSBC 16FEB06: HSBC hires two more product managers 15FEB06: Jupiter consolidates fund administration with HSBC 06FEB06: Parker joins HSBC pensions sales team from KAS 30JAN06: Wilkinson quits HSBC in Dublin 20JAN06: L&G hands Eurobonds custody to HSBC 10JAN06: Roseman joins HSBC's asset managers team 2005 01DEC05: HSBC hires three trustee managers 25NOV05: HSBC buys out UOB stake in Asia Fund Services 24NOV05: HSBC hires for outsourcing unit 15SEP05: Diment joins HSBC outsourcing team 14SEP05: McLennan appointed as RM head for HSBC outsourcing 12SEP05: Beedle joins HSBC as head of client services for institutional fund services 29JUL05: Percival joins Paribas from HSBC 13JUL05: HSBC wins more business from M&S Money 12JUL05: Origin Asset Management outsources to HSBC 22JUN05: HSBC to set up alternatives admin in Milan 03MAY05: HSBC hires Taylor from IBM for European sales 25APR05: HSBC hires Nick Thomas from RBC 13APR05: Rieb-Smith joins HSBC from Omgeo 29MAR05: Wise leaves Linedata for HSBC |
INVESTORS BANK & TRUST COMPANY
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2007 22JUN07: IFIN stockholders approve acquisition by State Street 05FEB07: State Street to acquire Investors Financial for USD4.5bn 2006 09MAY06: RBC Dexia appoints Keri Smith to network management role 2005 16NOV05: Investors Bank opens London office |
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2008 11DEC08: J.P. Morgan upgrades SMA billing services 09DEC08: J.P. Morgan announces European coronation 25NOV08: J.P. Morgan adds staff to global transition management team 24NOV08: J.P. Morgan reports progress with Nordea client conversions 24OCT08: Richard Hale quits J.P. Morgan to join RBC Dexia 20OCT08: Conifer works with J.P. Morgan to launch PB service 03SEP08: J.P. Morgan to integrate Measurisk within investor services 07AUG08: JPMorgan opens private equity operation in Jersey 03JUL08: JPMorgan signs pooling agreement with Shell 19JUN08: Jim Clark returns to State Street from JPMorgan 19JUN08: JPMorgan wins ACC custody mandate in Australia 19JUN08: JPMorgan wins contract with East Timor central banking authority 11JUN08: JPMorgan enhances collateral management service 05JUN08: Michael Faester joins BNY Mellon from Nordea 04JUN08: JPMorgan expands fund services operations in Boston 12MAY08: JPMorgan extends SRI reporting services 27MAR08: JPMorgan to acquire Nordea's institutional custody business 26MAR08: JPMorgan appointed by Peru's CSD for global custody 20MAR08: Northern hires Stephanie Howell from JPMorgan 14MAR08: JPMorgan wins LPFA alternative funds outsourcing deal 06MAR08: Devon County Council consolidates with JPMorgan 21JAN08: Tony Carey joins State Street to oversee European product development 15JAN08: AustralianSuper selects JPMorgan for private equity administration 2007 18DEC07: JPMorgan sets up hedge fund servicing centre in Luxembourg 26NOV07: Richard Hale confirmed as head of European AM sales for JPMorgan 23NOV07: Northern strengthens Nordic team 15NOV07: JPMorgan wins Michigan alternatives servicing mandate 06NOV07: Jane Perry appointed as head of WSS for JPMorgan in Australia and NZ 31OCT07: JPMorgan hires Tim Peters to head MENA business development 24OCT07: Conrad Kozak wins new responsibilities in JPMorgan realignment 24OCT07: John Hancock appoints JPMorgan for SMA administration 09OCT07: American Century consolidates with JPMorgan 08OCT07: Mike Clark quits JPMorgan to join Fidelity Investments 08OCT07: JPMorgan launches private-label custody solution 28SEP07: JPMorgan wins USD82bn mandate from Washington State 20SEP07: FRM appoints JPMorgan for USD10bn funds of funds mandate 14SEP07: JPMorgan wins two small UK pension plan mandates 12SEP07: Ramy Bourgi joins SocGen in emerging markets role 02AUG07: ICI consolidates pension funds with JPMorgan 01AUG07: JPMorgan adds senior management to Asia hedge fund services team 30JUL07: JPMorgan makes progress in US middle market sector 18JUL07: JPMorgan passes USD1trn in trustee and depositary assets 05JUL07: Fodder joins BBH to run investor services in London 03JUL07: Citi makes senior appointments in global transaction services business 02JUL07: JPMorgan makes progress with derivatives collateral management service 29JUN07: JPMorgan makes progress with middle-market UK pension funds 20JUN07: JPMorgan expands in the Netherlands 18JUN07: JPMorgan merges investment bank and securities services operations 15MAY07: JPMorgan appoints Huw Jones as head of PEq services in London 01MAY07: JPMorgan wins mandate for UK's Pension Insurance Corporation 18APR07: JPMorgan appointed to administer property and PEq funds for Ireland's National Pensions Reserve Fund 12APR07: JPMorgan launches two investment improvement services 10APR07: JPMorgan expands fund services operations in Boston 27MAR07: Allison Coleman joins Northern Trust's US sales team from JPMorgan 27MAR07: Ziegler appoints JPMorgan to support new ETFs 06MAR07: Jim Clark quits State Street to head EMEA transfer agency for JPMorgan 05MAR07: Wellcome Trust appoints JPMorgan for GBP9.5bn mandate 01MAR07: JPMorgan wins custody mandate for London Borough of Southwark 27FEB07: JPMorgan to acquire US TA provider 23FEB07: ProShare hands another 12 ETFs to JPMorgan 15FEB07: JPMorgan wins third-party FI lending mandate from NY Teachers 01FEB07: Industry veteran Bill Smith joins JPMorgan's securities lending team 31JAN07: Broadgate quits Northern Trust to join JPMorgan's European pension team 23JAN07: USS reappoints JPMorgan as custodian for internally managed assets 10JAN07: JPMorgan breaks into MFS 09JAN07: HM Capital Partners outsources PEq administration to JPMorgan 2006 22DEC06: JPMorgan adds global custody assets from Ohio State Treasurer 18DEC06: Old Mutual Asset Managers agrees outsourcing deal with JPMorgan in South Africa 12DEC06: JPMorgan completes BGI European outsourcing transition 07DEC06: JPMorgan to provide managed account administration for Modern Asset Management 29NOV06: Francis Jackson begins shake-up at JPMorgan 03NOV06: Mellon completes transition management mandate for North Yorkshire 01NOV06: JPMorgan wins USD8bn mandate from Oklahoma Teachers 24OCT06: JPMorgan completes GBP1bn transition for Lincolnshire CC 06OCT06: Colle hired from JPMorgan as product head for BNP Paribas 25SEP06: Francis Jackson joins JPMorgan as Dick Feehan leaves 18SEP06: Mark Kelley leaves Citigroup to take up senior role with JPMorgan 18SEP06: Virginia Meany leaves JPMorgan to take up senior role with State Street 29AUG06: JPMorgan boosts US asset managers sales team with Donatell and Scott 15AUG06: Threadneedle signs outsourcing deal with JPMorgan 01AUG06: JPMorgan hires F&C's Melling as outsourcing technology strategist 19JUL06: JPMorgan wins USD700bn Freddie Mac mandate 18JUL06: JPMorgan cross-sells custody to UJA-Federation of New York 12JUL06: Nordea consolidates Luxembourg custody with JPMorgan 11JUL06: Burchell quits BNY to join Fraser at JPMorgan 03JUL06: ABN AMRO Mellon takes North Yorkshire mandate from JPMorgan 27JUN06: ProShares appoints JPMorgan for ETF services 27JUN06: HSBC hires Shill as deputy head of tax services 26JUN06: Threadneedle goes exclusive with JPM on outsourcing 07JUN06: Royal Mail consolidates segregated assets with JPMorgan 06JUN06: JPMorgan launches Nordic clearing and settlement service 01JUN06: Charles Schwab appoints JPM for SMA administration 25MAY06: HSBC ties up outsourcing deal with Royal London Asset Management 23MAY06: Merchant Navy drops JPMorgan and moves to ABN AMRO Mellon 22MAY06: ABN AMRO Mellon replaces JPMorgan at Railpen 11MAY06: Jon Lloyd leaves BNP Paribas to join JPMorgan 10APR06: JPMorgan Chase and BNY agree to asset swap 28FEB06: Fraser confirmed as head of pensions at JPM 16FEB06: Cazenove transfers funds to JPMorgan platform 14FEB06: JPMorgan acquires Paloma's operations 03FEB06: Ebenston joins JPMorgan as product executive in UK 31JAN06: North joins Mellon to run international IMS business development 30JAN06: Kunkle joins JPMorgan's securities lending team 30JAN06: Schroders to end UK custody, recommending JPMorgan 17JAN06: JPMorgan Chase sells CD clearing centre to Deutsche Bank 2005 14DEC05: Stanton joins JPMorgan from BNY to head manager sales team 13DEC05: JPMorgan wins Dutch transition management mandate 15NOV05: JPM launches private equity admin service 24OCT05: Campbell Fleming heads UK business at JPMAM 20OCT05: Bourgi leaves JPMorgan 20OCT05: JPMorgan wins Lee Munder SMA mandate 18OCT05: JPM wins Kiewit mandate 13OCT05: Rabobank appoints JPM for USD clearing 12OCT05: Gartmore appoints JPM for SMA outsourcing 07OCT05: Pensions expert Curtis moves to JPMAM 07OCT05: Eardley joins Scottish accountants 05OCT05: Sausville Arthus joins DTCC 30SEP05: Tidy joins JPM sec lending sales team 30SEP05: JPMorgan sells BrownCo to E*Trade for $1.6bn 23SEP05: JPMorgan transitions North Yorkshire funds 20SEP05: JPMorgan sells Plexus to ITG 12SEP05: Colangelo joins JPM in US clearing strategic role 07SEP05: JPMorgan launches new reporting portal 07SEP05: Norwegian banks appoint JPM for custody mandate 01SEP05: Manhold steps down at JPM WSS 01SEP05: JPM wins first ABS tri-party deal in Europe 15AUG05: JPMorgan launches derivatives collateral management service 13JUL05: JPMorgan plays catch up with new performance service 12JUL05: JPMorgan hires two for EMEA securities lending 01JUL05: JPMorgan and Schroders admit defeat on UK outsourcing deal 29JUN05: Georgia has JPM on its mind for securities lending 08JUN05: JPMorgan launches electronic distribution of shareholder comms 26MAY05: Aviva outsources Lux accounting to JPM 11MAY05: Westwell joins BNY as client executive 25APR05: JPMorgan squeezes two businesses into one 06APR05: Old Mutual awards $14bn mandate to JPMIS 31MAR05: JPMIS hires two for pension fund client services 02MAR05: JPMIS wins Swiss mandate 24FEB05: JPMIS launches e-tax database 23FEB05: JPMIS wins bank mandate in Denmark 27JAN05: Swayne quits JPMIS to be replaced by part-time leader 24JAN05: JPMIS restructures outsourcing business 13JAN05: Leary to lead JPMIS compliance service 13JAN05: NYME signs up for JPMIS message management service |
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2008 19DEC08: KAS BANK to take a hit on Madoff 22OCT08: KAS BANK reports further losses in third quarter 30SEP08: KAS BANK finds a new CFO 19SEP08: KAS BANK announces losses on Lehman portfolio 09JUL08: KAS offers GCM access to Austria 02JUL08: KAS BANK confirms acquisition of Delta Lloyd's German administrator 10JUN08: SNS REAAL signs outsourcing letter of intent with KAS 10MAR08: KAS BANK launches sellside outsourcing service 25JAN08: KAS BANK's CFO to stand down in September 2007 28NOV07: State Street wins middle-market Dutch pension fund mandate 08OCT07: KAS BANK sees change in shareholders as Fortis sells up 07FEB07: KAS to sell private banking business to BNP Paribas 2006 06DEC06: KAS BANK reorganises London branch 12SEP06: KAS BANK wins outsourcing mandate from GBF 04JUL06: KAS strikes clearing deals for Denmark and Norway 28APR06: KAS suffers EUR70bn client asset withdrawal 19APR06: KAS strengthens management board 03MAR06: KAS joins DIFX as general clearing member 27FEB06: KAS takes ADP's global proxy voting product 20FEB06: KAS loses EUR30bn sub-custody mandate 08FEB06: Kajtazi joins BNY from KAS to run UK pension funds group 06FEB06: Parker joins HSBC pensions sales team from KAS 30JAN06: KAS makes European sales appointments 05JAN06: Blom to be promoted to management board of KAS 2005 09DEC05: KAS wins another industry pension plan 28OCT05: VW selects KAS for UK pension scheme 22SEP05: Protestants outsource to KAS BANK 14SEP05: KAS wins two more UK pension fund mandates 14JUL05: KAS wins BHP UK pension mandate 30JUN05: KAS offers clearing in Sweden 04MAY05: Stena awards pension fund custody to KAS 22MAR05: KAS wins major pension fund admin mandate 03MAR05: Wegener Pension Fund appoints KAS 31JAN05: KAS wins UK pension mandate 07JAN05: KAS BANK restructures |
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2007 22JUN07: Mellon adds fund admin and TA to Fitzwilliam mandate 21JUN07: Mellon wins three US endowment fund mandates 19JUN07: Wisconsin extends asset servicing relationship with Mellon 15JUN07: Mellon wins managed accounts mandate from Epoch 01JUN07: Mellon wins USD2.5bn City of Jacksonville mandate 25MAY07: BNY and Mellon shareholders approve merger 22MAY07: Mellon wins administration mandate for ABN AMRO funds 16MAY07: Macdonald leaves BGI to join Mellon Analytical Solutions 15MAY07: F&C ends outsourcing agreement with Mellon 08MAY07: Mellon wins USD75bn mandate from State Of Carolina 01MAY07: State Street appoints two senior derivatives specialists 17APR07: Sheena Wilson appointed as head of Mellon's Indian operations 05APR07: Michael Simpson joins Mellon Analytical Solutions 04APR07: Mellon to administer managed accounts for Bear Stearns Asset Management 19MAR07: Steve Lane joins Mellon from Citigroup 15FEB07: Bill Pryor quits Mellon to run performance and analytics for State Street 14FEB07: Mellon wins Middlebury College endowment mandate 13FEB07: Mellon appoints Crannis as senior compliance manager 13FEB07: Putnam consolidates investment operations with State Street 25JAN07: Handley moves across to Mellon to head asset servicing sales 25JAN07: Mellon wins UTC's USD16bn pension plan mandate 19JAN07: Langley appointed as relationship head for MAS in Europe 11JAN07: Mellon launches OTC derivatives valuation service 2006 12DEC06: Steve Trott joins Mellon as senior client relations executive 04DEC06: The Bank of New York and Mellon announce merger agreement 22NOV06: Mellon wins fund administration mandate for River and Mercantile 20NOV06: Dawood joins Mellon as head of corporate strategy and development 03NOV06: Mellon completes transition management mandate for North Yorkshire 02NOV06: Jack Klinck quits Mellon to take up senior product role with State Street 25OCT06: US Bancorp expands relationship with Eagle Investment Systems 28SEP06: Texas Employees System goes live on Eagle STAR 19SEP06: Mellon to service Standard Chartered liquidity fund 14SEP06: Mellon wins USD1.2bn mandate in California 13SEP06: Mellon appointed to administer back office for Focused Investors 30AUG06: Mellon shakes up Eagle's senior management team 10AUG06: Priestley replaces Brant as international head of Mellon Analytical Solutions 13JUL06: Copley quits Mellon to join Northern Trust as European outsourcing head 17JUN06: Makena Capital appoints Mellon for investor services 06JUN06: Mellon adds two directors to securities lending business 22MAY06: McKay leaves Mellon Europe 17MAY06: Mellon wins four more US university endowment mandates 09MAY06: Palermo takes charge of all asset servicing at Mellon 08MAY06: Mellon wins ABN AMRO global liquidity fund mandate 02MAY06: Leddy joins ABN AMRO Mellon as head of sales 25APR06: ClariVest appoints Mellon as back-office service provider 17MAR06: Mellon hires David Horne as senior client executive for IMS 15MAR06: Mellon combines MAS and Eagle performance units 28FEB06: Mellon wins further Florida mandate 08FEB06: Mellon to administer the back office for Evercore Asset Management 06FEB06: Anderson joins Mellon as head of TA transaction processing 03FEB06: Provident outsources institutional processing to Mellon 02FEB06: San Diego consolidates custody with Mellon 31JAN06: Kelly appointed chairman and CEO of Mellon Financial 31JAN06: North joins Mellon to run international IMS business development 30JAN06: Mellon wins R&M Dublin trustee survey 30JAN06: DPM Mellon opens in Dublin 04JAN06: Citi tops R&M UK trustee survey, as Mellon wins in Dublin 03JAN06: Kedia promoted to run IMS Americas for Mellon 2005 16NOV05: Mellon appoints Egar to head Canadian TM marketing 01NOV05: F&C pulls the plug on Mellon outsourcing negotiations 13OCT05: Mellon/ABN AMRO Mellon take Performance Explorer 29SEP05: Shearan promoted to Mellon CIO 27SEP05: Mellon hires headhunter to look for successor to McGuinn 13SEP05: F&C and Mellon fall behind on outsourcing deal 12SEP05: Mellon takes full control of Russell/Mellon JV 23AUG05: Mellon wins another Louisiana mandate 17AUG05: Mellon wins Florida state mandate 26JUL05: McKay promoted to head Mellon's international IMS business 12JUL05: Mellon wins Stephens' outsourcing mandate 01JUL05: Mellon adds consulting service to outsourcing product range 30JUN05: SLI appoints Mellon for Dublin money market fund 27MAY05: Mellon loses more on HR&IS sale 20MAY05: Mellon wins managed accounts mandate from Clover Capital 16MAY05: Mellon wins Copper Rock outsourcing mandate 25APR05: Mellon appoints Murphy as Ireland country manager 31MAR05: Mellon's Klinck to return to US this summer 17MAR05: Mellon finally offloads HR businesses 15MAR05: Golden LEAF selects Mellon for custody 20JAN05: Mellon to acquire hedge fund administrator DPM |
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31JAN05: General manager O'Grady to leave National Custodian Services 14JAN05: Liddy quits National Australia |
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2008 23DEC08: Northern Trust adds new mandate in Canada 19DEC08: Northern Trust upgrades in Australia 17DEC08: Northern Trust adds reporting functionality for asset owners 15DEC08: Northern Trust to cut 450 jobs 04DEC08: Northern Trust enhances reporting for alternative investments 02DEC08: Northern launches online consultant services 25NOV08: Northern Trust wins Canadian mandate 30OCT08: Northern Trust wins wealth management mandate from Broadway Bank 29OCT08: Northern adopts FpML for OTC derivatives trade processing 28OCT08: Northern to take US Treasury capital injection of USD1.5bn 23OCT08: Northern Trust reports large loss in third quarter 16OCT08: Northern appoints Steve Quigley for EMEA process management 16OCT08: Northern upgrades cash reporting with Clearwater 30SEP08: Northern Trust announces USD328m after-tax charges on cash funds 28AUG08: Northern Trust improves fixed income attribution service 22AUG08: Northern Trust hires Martin Korst as senior RM in the Netherlands 13AUG08: L&G appoints Northern Trust to administer new multi-manager product 08AUG08: Northern Trust hires Carl Lingenfelter for new strategy role 06AUG08: Northern Trust launches FAS 157 toolkit 04AUG08: Northern adds three managers to EMEA fund services team 01AUG08: Northern promotes Matt Severs to head of NA consultant relations 15JUL08: Brevan Howard appoints Northern Trust for second Guernsey fund mandate 14JUL08: Florence Chua joins Northern Trust as head of Singapore operations 08JUL08: Maarten Roeleveld joins Northern Trust for Dutch sales 04JUL08: Northern wins Auda FOHF servicing mandate 03JUL08: Michael Wu leaves State Street to join Northern in Beijing 26JUN08: Stephanie Saunders joins Northern to run infrastructure admin team 20JUN08: Northern Trust delivers trust solution to Alpine Bank 19JUN08: Angelo Calvitto joins Northern Trust in Melbourne 19JUN08: Northern Trust to administer USD1.5bn portfolio for Puerto Rico 12JUN08: Hermes appoints Northern Trust for major custody and administration mandates 05JUN08: Thames River signs up for Northern's daily risk monitoring service 03JUN08: Northern to use Pendo Systems for insurance accounting 02JUN08: Northern Trust wins Hargreaves Lansdown funds of funds mandate 02JUN08: Northern enhances trade communications via PassportLink 22MAY08: Douglas Gee joins Northern as head of UK & Ireland pension fund sales 24APR08: Mike Jenks joins Northern Trust as relationship manager 22APR08: Northern Trust promotes Daswani to run international securities lending client relationships 15APR08: Northern Trust wins Hawaii mandate 15APR08: Eric Pouwels promoted to MD of Northern's Dutch office 11APR08: Northern Trust hires John Folk for senior investor services role in Canada 10APR08: Northern Trust signs hedge fund outsourcing deal with Julius Baer 09APR08: Paul Cutts to head Northern's Melbourne office 08APR08: Northern Trust wins USD15bn mandate from Handelsbanken 02APR08: Northern Trust opens rep office in Abu Dhabi 31MAR08: Steve Potter returns to Chicago to head NTGI 26MAR08: Northern wins pension plan custody mandate from Lincoln Financial Group 20MAR08: Northern hires Stephanie Howell from JPMorgan 13MAR08: Nedergaard quits Northern to run Nordic sales at State Street 11MAR08: Jon Dunham joins Northern Trust to run North American sales 06MAR08: State Street hires two from Northern for US public funds team 26FEB08: Northern adds senior management to Asia Pacific team 07FEB08: Northern adds further strength to North American fund services team 01FEB08: Northern Trust expands in Limerick 01FEB08: Northern Trust adds liability benchmarking to performance products 29JAN08: Northern Trust adds FoHF functionality 2007 20DEC07: Northern appoints new head of Asia Pacific sales 28NOV07: Sue Baines appointed as head of Northern's EMEA fund services sales team 23NOV07: Northern strengthens Nordic team 15NOV07: Northern hires McDonough for US sales to not-for-profit sector 15NOV07: Northern adds to EMEA sales and RM team 13NOV07: Northern hires Anthony Stevens for EMEA client service role 25OCT07: Northern appoints three executive directors in Guernsey 24OCT07: Northern hires Noah Uldall to coordinate global derivatives projects 18OCT07: Bill Osborn to step down as Northern Trust CEO as Waddell steps up 08OCT07: Northern Trust wins USD1.3bn servicing mandate for Equinox 18SEP07: Northern Trust claims tax victory in Italy 29AUG07: Northern hires Allan Watson as head of EMEA derivatives operations 15AUG07: Northern Trust doubles cross-border pooling assets to USD24bn 07AUG07: Behrens to run Asia Pacific for Northern Trust 19JUL07: Northern reports custody assets up to USD4trn 12JUL07: Northern promotes two in investment risk team 11JUL07: Northern Trust completes outsourcing transition for Vontobel Asset Management 10JUL07: Cherecwich joins Northern Trust as strategy and product chief 03JUL07: Northern Trust wins major mandate from Tennessee 02JUL07: Northern Trust strengthens Guernsey management team 29JUN07: Northern expands OTC derivatives services 25JUN07: Robert Frazer goes to Northern as head of global consultant relationships 21JUN07: Northern Trust hires three for US sales team 20JUN07: Russell-Jones returns to BNY to run European alternative services sales 20JUN07: Gottex selects Northern Trust for Guernsey fund 07JUN07: University of Kentucky selects Northern Trust 01JUN07: Terry Toth stands down as head of NTGI 11MAY07: Northern Trust wins major mandate in Australia 01MAY07: Northern Trust appointed as administrator for USD1.1bn Brevan Howard fund 04APR07: Northern Trust adds stock-level attribution to performance product 28MAR07: Cherecwich set to join Northern Trust in senior strategic role 27MAR07: Allison Coleman joins Northern Trust's US sales team from JPMorgan 21MAR07: Northern's Catherine Williams joins State Street in Chicago 02MAR07: Northern Trust wins London Borough of Hounslow mandate 27FEB07: Northern Trust wins Generation outsourcing contract 27FEB07: Northern Trust adds East Riding to UK local authority client list 23FEB07: Northern wins again in The Netherlands, adding staff 20FEB07: Victoria Russell joins Northern's UK pensions team from BNY 13FEB07: Gerry Brady to head Northern's Dublin fund admin business 06FEB07: Matthew Adams joins HSBC from Northern Trust 31JAN07: Broadgate quits Northern Trust to join JPMorgan's European pension team 23JAN07: Northern in exclusive discussions with New Zealand Superannuation Fund 23JAN07: Northern and Insight complete outsourcing conversion 17JAN07: Northern Trust appointed custodian for Texas A&M Foundation 15JAN07: Hampshire County Council appoints Northern as global custodian 09JAN07: Northern wins El Paso Firemen & Policemen's Pension Fund 2006 12DEC06: Northern Trust wins USD655m foundation mandate 20NOV06: Fallon takes fund admin product specialist role at Northern Trust 20NOV06: Karen Lay joins BNY's European pensions team from Northern Trust 20NOV06: Biggs (and eight others) promoted to EVP at Northern Trust 20NOV06: Northern Trust wins fixed income custody mandate for Oslo municipality 03NOV06: Northern strikes global custody deal with Bank of Communications in China 01NOV06: Judson Baker appointed as derivatives product manager at Northern Trust 27OCT06: John Savage joins BNY as head of US plan sponsor sales 25OCT06: Northern Trust hires two VPs in Canada 18OCT06: Northern Trust shuffles senior management again 13OCT06: Northern appointed as global custodian for China's National Social Security Fund 03OCT06: Northern opens new office in Bangalore 28SEP06: Northern hires Tony Michael as Jersey company secretary 21SEP06: Northern wins sole mandate from Abu Dhabi state pension fund 13SEP06: Northern transfers Catherine Williams to US sales team 01SEP06: Northern Trust consolidates in Dublin 25AUG06: Conover to lead North American sales for Northern Trust 22AUG06: Andress joins Northern Trust as global head of derivatives operations 26JUL06: Northern Trust establishes private equity servicing in Dublin 21JUL06: Baillie takes combined CEO roles for Northern Trust Canada 13JUL06: Copley quits Mellon to join Northern Trust as European outsourcing head 02JUN06: Northern hires two operations experts in London 01JUN06: Northern wins Delaware public pension plans 11MAY06: Northern wins Dutch pension fund 21APR06: Northern adds SRI screen to compliance monitoring service 20APR06: Northern hires two for UK fund administration 05APR06: Northern appointed as global custodian for Prince Street 23MAR06: Northern Trust opens Amsterdam office 21MAR06: Northern wins Pzena fund administration mandate 07MAR06: Northern wins EUR7.5bn travel and transport plan in Netherlands 02MAR06: Northern Trust wins Reader's Digest mandate 02MAR06: Richard Hughes joins Northern Trust in outsourcing role 22FEB06: Waddell elected president and COO of Northern Trust 15FEB06: Northern wins UK charity administration mandate 13JAN06: San Jose System appoints Northern for custody mandate 2005 22DEC05: Northern makes senior management changes in London 21DEC05: Northern supports Unilever's pension pooling vehicle 21DEC05: Northern hires two managers for pooling in Europe 08DEC05: Northern hires again for Netherlands 30NOV05: Lloyd's pension scheme goes to Northern 16NOV05: Northern wins Laurus pension mandate in Netherlands 11NOV05: Northern appoints new chief technology officer 11OCT05: Northern hires Castledine to lead EMEA predictive risk service 04OCT05: Citi hires O'Daly from Northern 26SEP05: Northern wins USD18bn AP4 mandate 20SEP05: Northern hires three for EMEA sales 12SEP05: Northern appointed for Sony UK pension fund 07SEP05: Northern opens client service operation in NY 02SEP05: Northern Trust wins Commerce Bank mandate 01SEP05: Northern promotes from within 25AUG05: Northern extends Julius Baer outsourcing relationship 16AUG05: Northern takes Swiss Capital hedge fund mandate 15AUG05: Northern wins major Canadian pension fund mandate 15AUG05: State Street hires Menard from Northern 15AUG05: Northern hires Blake for fund services sales 15AUG05: Swiss family offices favour outsourcing, says Northern 15AUG05: Northern appoints Ehrenstrom to new sales role 30JUL05: Northern wins $700m mandate 22JUL05: Northern adds two sales directors for Asia 20JUL05: Northern hires three Dutch RMs 14JUL05: Northern adds Trotter to performance team 04JUL05: Northern wins university fund mandate 30JUN05: Diageo moves pensions custody to Northern 29JUN05: Misata joins Northern from BISYS 23JUN05: Headon joins Northern to run alternative products in Dublin 27MAY05: Bloom joins Northern from BNY 25MAY05: Northern expands pensions pooling capabilities 25MAY05: Northern hires two front-line staff 26APR05: Vice chairman Pero to step down at Northern Trust 25APR05: Northern wins another Canadian pension fund 24MAR05: New chief for Northern in Hong Kong 24MAR05: Northern wins hospital mandate in Canada 23MAR05: Northern opens rep office in Beijing 21MAR05: Baines takes senior slot with Northern's fund services group 14MAR05: Gout quits Northern to join ABN AMRO Mellon 02MAR05: Northern hires senior ops managers 03FEB05: Insight in exclusive outsourcing negotiations with Northern 01FEB05: Northern big in Iowa 25JAN05: Northern wins first UK fund admin mandate |
RBC DEXIA
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2008 09DEC08: Old Mutual outsources UK TA to IFDS 30OCT08: RBC Dexia strengthens Asia Pacific client team 24OCT08: Richard Hale quits J.P. Morgan to join RBC Dexia 20OCT08: Optimum chooses RBC Dexia for new pooled funds 17OCT08: RBC Dexia opens operations hub in Malaysia 19SEP08: RBC Dexia appoints Padraig Kenny to head Ireland 03SEP08: RBC Dexia hires two sales directors in UK 28AUG08: Investec hands GBP3.5bn TA mandate to RBC Dexia 26AUG08: Vontobel Asset Management moves EUR11bn fund portfolio to RBC Dexia 21AUG08: Jason Conway leaves ICFA to join RBC Dexia 07AUG08: Sun Life of Canada appoints State Street for USD15bn UK mandate 05AUG08: Phil Ludgate joins RBC Dexia as product management head 10JUL08: RBC Dexia signs accounting outsourcing deal with AEGON Canada 20JUN08: RBC Dexia to service new fund family for Brickburn 21MAY08: VenGrowth replaces RBC Dexia with CIBC Mellon for five investment funds 15MAY08: Swisscanto hands EUR16bn Luxembourg mandate to RBC Dexia 12MAY08: Susan Pike to lead market products and services group for RBC Dexia 02APR08: Simon Shapland promoted to European role at RBC Dexia 14FEB08: RBC Dexia wins CAD1.6bn mandate from Genus 22JAN08: RBC Dexia wins Close mandate in the UK 2007 18DEC07: AXA Australia expands relationship with RBC Dexia 20NOV07: Maple-Brown Abbott appoints RBC Dexia for new Dublin funds 20NOV07: RBC Dexia wins custody and lending mandate for Cayman National Securities 19NOV07: Sanjay Jayant to join HSBC as head of IFS product strategy 15NOV07: RBC Dexia appointed by SEAMARK to service new mutual funds 12NOV07: RBC Dexia wins administration mandate from Ark Fund Management 08OCT07: RBC Dexia wins Canadian bond mandate from Bridgewater Bank 08OCT07: RBC Dexia wins CAD5bn mandate from IA Clarington 29AUG07: Titan Funds appoints RBC Dexia for new fund launch 30JUL07: RBC Dexia wins First State mandate for infrastructure fund 30JUL07: RBC Dexia wins Quebec university mandate 30JUL07: Treasury Group broadens relationship with RBC Dexia 18JUL07: RBC Dexia launches unit registry service in Australia 11JUL07: Kate Homewood appointed head of UK client service for RBC Dexia 29JUN07: RBC Dexia wins new mandate from Swiss Re 25JUN07: Joanna Meager confirmed as UK MD for RBC Dexia 09MAY07: RBC Dexia wins Guardian Capital mandate 02MAY07: RBC Dexia selected to support Claymore's new ETFs 10APR07: Schroder Luxembourg appoints RBC Dexia for Canadian recordkeeping services 06FEB07: BNP Paribas hires Dawans as Belgium fund administration head 31JAN07: RBC Dexia announces senior management changes 19JAN07: RBC Dexia hires three relationship management directors 2006 06DEC06: RBC Dexia and CI renew outsourcing agreement 24OCT06: Scott MacDonald to replace Alex Muto as head of RBC Dexia in Australia 17OCT06: Loehr replaces Malpas at RBC Dexia 02OCT06: Christophe Beelaerts joins BNP Paribas from RBC Dexia 19SEP06: Goldman Sachs JBWere expands relationship with RBC Dexia in Australia 18SEP06: RBC Dexia appoints Conlon Chen as HK deputy MD 08SEP06: Manulife appoints RBC Dexia for CAD26bn fund administration mandate 24AUG06: Stuart-Sinclair joins RBC Dexia as head of Luxembourg operations 29JUN06: Leleux quits RBC Dexia to join Fortis Prime Fund Solutions 29JUN06: RBC Dexia wins domestic custody mandate from ING Canada 26JUN06: RBC Dexia wins admin mandate for Australian start-up fund 17JUN06: Wilkins promoted to Americas regional head for RBC Dexia 09MAY06: Ontario Teachers reappoint RBC Dexia with expanded mandate 09MAY06: RBC Dexia appoints Keri Smith to network management role 03MAY06: Manitoba re-appoints RBC Dexia as Canadian custodian 03MAR06: Ord Minnett selects RBC Dexia for new fund 01MAR06: RBC Dexia wins Privatbank fund of hedge funds mandate 05JAN06: RBC and Dexia launch joint venture with USD2trn AUC 2005 12SEP05: Martin joins RBC Australia as head of compliance and risk 23AUG05: RBC hires Little for IT in Oz 19JUL05: Lockbaum joins RBC as head of Canadian fund services 18JUL05: RBC adds Hurst and Evans to UK fund services team 15JUL05: Potter joins RBC as relationship management director 10JUN05: RBC and Dexia finally agree to a joint venture 26MAY05: Mavrix hands valuations to RBC 04MAY05: Homewood moves to Oz with RBC 25APR05: HSBC hires Nick Thomas from RBC 07MAR05: R&M says RBC is top custodian, while State Street is the worst 24FEB05: RBC makes UK fund admin breakthrough with Old Mutual |
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2008 15SEP08: SEI wins turnkey appointment from Nicholas Investment Partners 06AUG08: SEI wins USD1.7bn administration outsourcing contract from Frost 04JUN08: Citi wins Aberdeen's US fund administration mandate 15APR08: Silver Creek outsources operations to SEI 24JAN08: Graham Capital Management selects SEI for outsourcing contract 2007 30OCT07: SEI hits USD100bn in alternative assets under admin 04APR07: SEI appoints Stephen Barbalaco as EMEA sales director for global private banking 07FEB07: Aberdeen chooses SEI for US mutual fund support services 2006 21NOV06: SEI appoints Brandon Sharrett to run EMEA global private banking services 25SEP06: Francis Jackson joins JPMorgan as Dick Feehan leaves 11JUL06: SEI wins HSBC UK wealth management mandate 02MAY06: Pedley joins BNY to head European pension clients management 2005 16DEC05: SEI wins Kinetics admin mandate 23NOV05: SEI Dublin hires O'Rourke from HSBC 02MAR05: SEI launches new wealth management model |
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2008 17DEC08: Maaf Group extends relationship with SocGen 01OCT08: Collas replaced as head of global investment management and services at SocGen 16SEP08: Jörg Debé to run relationship management for SGSS in Germany 10SEP08: SocGen gets a green light for Indian joint venture 03SEP08: SocGen opens Hong Kong office 01AUG08: SocGen launches securities lending performance service 01JUL08: SocGen announces new management structure 10JUN08: BNY Mellon wins Fortune SGAM QDII mandate 06JUN08: SocGen strikes JV deal with State Bank of India 04JUN08: SocGen launches Greek clearing service 03JUN08: SocGen strengthens grip on French real estate market 01MAY08: SocGen appoints Pascal Bérichel as head of fund distribution services 29APR08: SocGen completes migration of Pioneer's Luxembourg funds 02APR08: SocGen closes Capitalia deal for EUR195m 12FEB08: SG agrees to buy Capitalia's securities services business from UniCredit 09JAN08: SG appoints Andrew Duffin to UK sales role 2007 04DEC07: SocGen completes acquisition of Pioneer's German KAG business 20NOV07: SocGen hires Jean Cadroy as director of information services 10OCT07: SG wins OPCI mandate from Euragone 12SEP07: Ramy Bourgi joins SocGen in emerging markets role 18JUL07: SocGen takes KBC's Spanish mandate from BNP Paribas 13JUL07: SocGen acquires Pioneer's German fund admin business 06JUL07: Liontrust awards Luxembourg fund servicing mandate to SocGen 19APR07: Paolo Crozzoli appointed as head of sales for SocGen Investor Services in Italy 28MAR07: SocGen offers derivatives middle-office outsourcing solution 27MAR07: SocGen wins HFIM fund of hedge fund mandate in Dublin 08JAN07: SocGen strengthens Athens custody hub 2006 13OCT06: SocGen acquires Squaregain from Boursorama 08MAY06: Dickinson joins SocGen from BNY to head UK sales 01FEB06: SG buys Unicredit's securities services business for EUR548m 2005 09DEC05: SG appoints Maurier to South African post 17NOV05: ING completes sell-side outsourcing deal with SG 16NOV05: Koller joins SG GSSI to head US sellside outsourcing 20SEP05: SG wins NRCO custody mandate in France 20SEP05: Stern takes senior US role with SG 07JUN05: Danloy moves from BNP Paribas to Soc Gen 04FEB05: ING outsources sell-side processing to Soc Gen |
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2008 19DEC08: IFDS wins Canadian mandate 09DEC08: State Street adds risk services to PPF deal 09DEC08: Old Mutual outsources UK TA to IFDS 04DEC08: State Street to cut 6pct of workforce 24NOV08: IFDS hires Stephen Ellis as Canadian COO 04NOV08: John Gruber joins BNY Mellon to run P&A product line 16OCT08: State Street reports strong third-quarter operating performance 08OCT08: State Street confirms appointment of Gunjan Kedia 08OCT08: Richard Barrett joins IFDS to run client admin 19SEP08: IFDS buys stake in Percana 28AUG08: State Street opens Middle East office in Doha 28AUG08: Investec hands GBP3.5bn TA mandate to RBC Dexia 27AUG08: State Street reaches USD100bn in PEq assets under administration 22AUG08: State Street launches OTC derivatives processing platform 21AUG08: David Puth joins State Street as global head of investment research, securities finance and trading 07AUG08: Sun Life of Canada appoints State Street for USD15bn UK mandate 06AUG08: IFDS signs outsourcing deal for Norwich Union's collective funds 01AUG08: Lazard outsources investment operations to State Street 03JUL08: Michael Wu leaves State Street to join Northern in Beijing 01JUL08: Chartwell signs for IFDS hosted service 26JUN08: BNY Mellon hires Rex Wong from State Street 23JUN08: John Sin joins BNY Mellon in Asia 19JUN08: Jim Clark returns to State Street from JPMorgan 11JUN08: State Street consolidates alternative servicing businesses 03JUN08: IFDS launches ACD fund hosting service 02JUN08: State Street buys SSISearch 22MAY08: Stan Shelton retires from State Street 12MAY08: State Street buys Deutsche Bank's Swiss fund accounting business 12MAY08: State Street signs for major processing centre in Poland 01MAY08: Jay Hooley appointed as president and COO of State Street 11APR08: Northern Trust hires John Folk for senior investor services role in Canada 10APR08: State Street adds Michigan Employees to public fund client roster 09APR08: Kathy Cuocolo takes senior role at BNY Mellon 08APR08: Miskovic takes up new risk role at State Street 26MAR08: Hudson-Lund steps up to CEO at IFDS 26MAR08: State Street and IFDS win servicing contracts for Rensburg's UK unit trusts 13MAR08: Nedergaard quits Northern to run Nordic sales at State Street 13MAR08: State Street acquires FinancialSockets 11MAR08: IFDS to service Lord Abbett OEICs 06MAR08: State Street hires two from Northern for US public funds team 03MAR08: State Street expands relationship with ScotiaBank 07FEB08: State Street and Boston Financial win Fifth Third funds servicing mandate 30JAN08: State Street wins USD50bn mandate from UK's Pearl Group 29JAN08: State Street wins additional USD20bn of Columbia funds 25JAN08: State Street appoints David Gutschenritter as treasurer 24JAN08: State Street to run commission sharing agreements for SWIP 21JAN08: Tony Carey joins State Street to oversee European product development 16JAN08: State Street profits from fixed-income volatility 11JAN08: David Moffat joins IFDS to lead UK business development 03JAN08: Bill Hunt leaves SSgA as State Street takes USD279m charge 2007 28NOV07: State Street wins middle-market Dutch pension fund mandate 20NOV07: SocGen hires Jean Cadroy as director of information services 19NOV07: State Street hires Caroline Carmichael from BBH 18OCT07: Australia's NGS Super appoints State Street for investment servicing 08OCT07: State Street appoints Stefan Corthouts for European sec lending sales 26SEP07: State Street hires Chris Perretta as chief information officer 20SEP07: State Street wins servicing mandate for ADIC's offshore funds 20SEP07: State Street aligns performance and analytics under Bill Pryor 18SEP07: State Street extends bulk annuities servicing market share 06SEP07: Steve Smit appointed as head of State Street's investor servicing businesses in Canada 10AUG07: State Street buys private equity specialist Palmeri 03AUG07: State Street and BNY Mellon win mandates from Korea's National Pension Service 30JUL07: State Street expands relationship with Trilogy 18JUL07: State Street reports record earnings 17JUL07: State Street wins USD10bn Australian public fund mandate 13JUL07: State Street wins USD18bn Baron mutual fund mandate 10JUL07: Cherecwich joins Northern Trust as strategy and product chief 04JUL07: Westwell quits BNY to join State Street 03JUL07: BNY Mellon goes live as State Street completes acquisition of IFIN 22JUN07: IFIN stockholders approve acquisition by State Street 11JUN07: State Street hires Eichenberger from BNY for US sales role 07JUN07: State Street appointed by Somerfield Pension Scheme 11MAY07: State Street to provide collateral management for HSBC Investments 01MAY07: State Street appoints two senior derivatives specialists 19APR07: Paolo Crozzoli appointed as head of sales for SocGen Investor Services in Italy 12APR07: Paternoster expands relationship with State Street 05APR07: Michael Simpson joins Mellon Analytical Solutions 29MAR07: State Street wins asset servicing mandate for China Life 28MAR07: Cherecwich set to join Northern Trust in senior strategic role 21MAR07: Northern's Catherine Williams joins State Street in Chicago 06MAR07: State Street appoints Michael Walsh as MD for UK, Middle East and Africa 06MAR07: Jim Clark quits State Street to head EMEA transfer agency for JPMorgan 05MAR07: Wellcome Trust appoints JPMorgan for GBP9.5bn mandate 27FEB07: State Street claims five small UK pension fund mandates 20FEB07: Suffolk CC appoints State Street for securities lending 15FEB07: Bill Pryor quits Mellon to run performance and analytics for State Street 13FEB07: Putnam consolidates investment operations with State Street 05FEB07: State Street to acquire Investors Financial for USD4.5bn 30JAN07: NM Rothschild Pension Fund appoints State Street for investor services 23JAN07: State Street pays USD564m for Currenex 2006 27DEC06: State Street adds three directors, creates three vice chairmen 18DEC06: Ed O'Brien leaves State Street 22NOV06: BNY hires Frances Barney from State Street for senior risk services role 02NOV06: Jack Klinck quits Mellon to take up senior product role with State Street 01NOV06: ACE appoints State Street for European securities lending 27OCT06: Peter Baker relocates to Singapore to run State Street's Asia Pacific investor services business 24OCT06: State Street wins USD150bn outsourcing mandate from Evergreen 18OCT06: State Street wins expanded lending mandate for TIAA-CREF 17OCT06: BISYS Fund Services hires Quinn and Rezabek 04OCT06: State Street to service Paternoster 03OCT06: Cassie Martin joins State Street's EMEA transition management team 28SEP06: State Street wins lending mandate from IKANO 22SEP06: CIMB appoints State Street to service first ASEAN ETF 18SEP06: RBC Dexia appoints Conlon Chen as HK deputy MD 18SEP06: Virginia Meany leaves JPMorgan to take up senior role with State Street 06SEP06: State Street wins Amlin investment servicing mandate 08AUG06: Virgin Money appoints State Street for integrated asset management and servicing 21JUL06: State Street wins admin mandate for Oxford Investment Partners 19JUL06: State Street reports strong second quarter 14JUL06: O'Neill takes expanded role for State Street in UK 27JUN06: Chong Jin Leow joins BNY as head of Asian investor services 13JUN06: Calamos extends accounting relationship with State Street 31MAY06: NexGen appoints State Street/IFDS for custody and admin 08MAY06: IFDS signs Neptune for distributor services platform 02MAY06: Platt-Ransom appointed to run State Street's Guernsey operation 26APR06: State Street wins Saskatchewan Teachers' mandate 28MAR06: AXA IM appoints State Street as Dublin and Luxembourg administrator 27FEB06: SEB joins State Street's FXConnect platform 16FEB06: CalPERS reappoints State Street 14FEB06: State Street wins clutch of small UK pension fund mandates 09FEB06: Hartford appoints State Street for UK bond accounting 03FEB06: Ebenston joins JPMorgan as product executive in UK 31JAN06: State Street upgrades risk management service with Algorithmics 30JAN06: Cassidy resurfaces at Cambridge Associates 13JAN06: State Street acquires Chinese software firm 06JAN06: John Hancock awards fund servicing mandate to State Street 2005 22DEC05: State Street wins UK charity mandate 14DEC05: WM wins performance mandate from Dutch Doctors 13DEC05: State Street expands relationship with First Eagle Funds 24NOV05: State Street's record fine from NASD 17NOV05: State Street wins Californian motoring mandate 16NOV05: State Street's Conway moves back to Boston 01NOV05: Lloyds TSB pension schemes extend State Street mandate 28OCT05: State Street wins Charles Schwab funds mandate 20OCT05: State Street appoints Deutsche Bank in Italy 18OCT05: Wisson joins State Street from AXA IM 27SEP05: Scottish Widows renews State Street outsourcing contract 26SEP05: State Street appointed by Banco de Guatemala 20SEP05: State Street manages EUR1.4bn transition for Volkswagen 07SEP05: Liontrust expands relationship with State Street 01SEP05: IFDS signs up Investec for eDistributor 25AUG05: State Street wins four new UK local authority mandates 17AUG05: Mellon wins Florida state mandate 15AUG05: State Street hires Menard from Northern 29JUN05: State Street wins Norwegian mandate 24JUN05: State Street wins UK's Pension Protection Fund mandate 21JUN05: State Street upgrades headquarters reporting service 16JUN05: State Street takes stake in Northeast Retirement Services 31MAY05: State Street opens rep office in Beijing 27MAY05: State Street strikes deal with Data Explorers 25MAY05: BBH appoints two from State Street for securities lending 25MAY05: IFDS wins transfer agency for Brown Shipley Solus funds 12MAY05: F&C consolidates UK transfer agency with IFDS 11MAY05: State Street wins AMEC mandates 04MAY05: State Street expands relationship with West Sussex 26APR05: Merseyside switches $6bn fund to State Street 11APR05: Marsh Carter appointed as chairman of NYSE 10MAR05: Columbia consolidates with State Street 07MAR05: R&M says RBC is top custodian, while State Street is the worst 02MAR05: AXA completes outsourcing deal with State Street 01MAR05: Scholfield to head wealth manager services in UK for State Street 24FEB05: State Street celebrates with Brandywine 17FEB05: Phalen takes up new role at State Street 10FEB05: New hires for State Street Global Markets 09FEB05: Midwest Medical appoints State Street for insurance accounting 08FEB05: State Street names new Canada chief 19JAN05: State Street reverts to type in fourth quarter 18JAN05: State Street wins ChevronTexaco European plans 13JAN05: O'Brien replaces Gavell as State Street treasurer 10JAN05: State Street wins Mexican pensions mandate 04JAN05: GIC appoints State Street for North American investment operations |
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2007 02JUL07: BNY wins custody mandate from Teva 29JUN07: BNY adds Saudi and Kuwait to sub-custody network 22JUN07: BNY wins Austrian KAG mandate from Allianz 21JUN07: BNY wins QDII custody business from China Everbright 20JUN07: Russell-Jones returns to BNY to run European alternative services sales 20JUN07: Gottex selects Northern Trust for Guernsey fund 14JUN07: BNY wins three new mandates 13JUN07: Shanghai Pudong Development Bank appoints BNY as QDII custodian 11JUN07: State Street hires Eichenberger from BNY for US sales role 05JUN07: BNY appoints Michael Chan as Asia Pacific COO 25MAY07: BNY and Mellon shareholders approve merger 17MAY07: BNY capitalises on Nordea relationship with USD73bn win in Denmark 15MAY07: BNY wins USD1bn fixed income mandate 11MAY07: BNY takes on new ETFs for Van Eck Global 11MAY07: BNY tops USD1.5trn in tri-party balances 02MAY07: Riyad Bank uses BNY for tri-party repo 01MAY07: National Bank of Kazakhstan adds Citi to global custodian panel 01MAY07: Lehman Brothers appoints BNY as Asian collateral management agent 20APR07: BNY appointed to service Middle Eastern private equity fund 05APR07: BNY makes progress in the Netherlands with two mandates 04APR07: Banco de Mocambique appoints BNY as global custodian and sec lending agent 04APR07: Bucks CC hires ABN AMRO Mellon 30MAR07: BNY wins UK and Ireland custody mandate from Société Européenne de Banque 08MAR07: BNY wins further ETF business from WisdomTree 08MAR07: BNY appoints five new managers for EMEA hedge fund and broker/dealer services 01MAR07: Millennium BCP appoints BNY as global custodian 27FEB07: BNY wins UK custody mandate from Bank of Tokyo-Mitsubishi 20FEB07: Victoria Russell joins Northern's UK pensions team from BNY 14FEB07: BNY claims major rise in global risk management services 07FEB07: BNY wins full servicing mandate from Four Capital Partners 06FEB07: BNY expands derivatives valuation coverage 17JAN07: BNY wins liquidity fund mandate from Abbey 10JAN07: BNY wins William T. Grant mandate 2006 18DEC06: Old Mutual Asset Managers agrees outsourcing deal with JPMorgan in South Africa 04DEC06: The Bank of New York and Mellon announce merger agreement 28NOV06: BNY wins Idaho Treasurer's custody mandate 22NOV06: BNY hires Frances Barney from State Street for senior risk services role 20NOV06: BNY partners with Lombard Risk to offer OTC derivatives margin management service 20NOV06: Karen Lay joins BNY's European pensions team from Northern Trust 20NOV06: Ratoff quits BNP Paribas to join BNY pensions team 27OCT06: John Savage joins BNY as head of US plan sponsor sales 24OCT06: McKendry quits BNP Paribas to join BNY 23OCT06: BNY launches integrated execution and settlement service for US trades 08SEP06: BNY sells Rufus, buys out AIB from Irish JV 22AUG06: BNY selects Performance Explorer for sec lending analysis 10AUG06: BHF-BNY JV wins SIGNAL IDUNA Depotbank mandate 03AUG06: United Services Trustee appoints BNY as global custodian 27JUL06: BNY expands roles of several senior executives 21JUL06: BNY expands performance product range through Wilshire 14JUL06: BNY wins WisdomTree mandate 12JUL06: Nordea consolidates Luxembourg custody with JPMorgan 11JUL06: Burchell quits BNY to join Fraser at JPMorgan 30JUN06: BNY spins off Securities Group with formation of BNY ConvergEx 29JUN06: ING strikes administration outsourcing deal with BNP Paribas 27JUN06: Chong Jin Leow joins BNY as head of Asian investor services 08JUN06: BNY sets up Office of Innovation 01JUN06: Brueckner makes SEVP at BNY 23MAY06: Azerbaijan picks BNY, disclosing tender results 22MAY06: ABN AMRO Mellon replaces JPMorgan at Railpen 18MAY06: BNY seniors update 17MAY06: Keaney promoted to run BNY's global investor services business 08MAY06: Dickinson joins SocGen from BNY to head UK sales 02MAY06: Pedley joins BNY to head European pension clients management 21APR06: Schroder signs US outsourcing deal with BNY 10APR06: JPMorgan Chase and BNY agree to asset swap 28FEB06: Fraser confirmed as head of pensions at JPM 21FEB06: Richardson quits The Bank of New York 17FEB06: BNY appoints new Beirut representative 08FEB06: Kajtazi joins BNY from KAS to run UK pension funds group 06FEB06: Anderson joins Mellon as head of TA transaction processing 30JAN06: BNY wins Malaysian savings mandate 30JAN06: BNY takes Leeds BS custody and IPA mandates 20JAN06: BNY to support Capita's UK mutual fund business 10JAN06: BNY patents SmartSource message interface 06JAN06: BNY surpasses USD1trn in tri-party balances 2005 14DEC05: Stanton joins JPMorgan from BNY to head manager sales team 13DEC05: AIB/BNY expand into Cork 05DEC05: Hermes enters exclusive discussions with BNY over outsourcing 25NOV05: Darmanin fills European custody post at BNY 23NOV05: BNY/Nordea secures AP7 custody mandate 22NOV05: BNY promotes Van Saun and Monks to vice chairmen 01NOV05: BNY hires two for hedge fund admin 21OCT05: Allmerica expands relationship with BNY 12OCT05: BNY converts RCM to SmartSource, agrees new deal with MLIM 12OCT05: BNY strikes deal with NCS for commission recapture services 07OCT05: BNY fills in the blanks on reorganisation 07OCT05: BNY picks up $5bn hedge fund mandate 05OCT05: BNY wins in Uruguay 04OCT05: GSK consolidates UK pension funds with ABN AMRO Mellon 16SEP05: Seyll quits BNY to join Clearstream 15SEP05: BNY opens in Kuala Lumpur 05SEP05: BNY creates hedge fund data warehouse 02SEP05: BNY makes collateral progress in France 24AUG05: BNY strikes agreement with Nordea for Nordic, Baltic clients 17AUG05: Reuters pension fund appoints BNY for custody 29JUL05: BNY wins ICI pension fund mandate 12JUL05: BNY wins Korean sec lending mandate 06JUL05: BNY forms depotbank JV with BHF-BANK 01JUL05: Outsourcing adds to shareholder value, says research firm 30JUN05: Diageo moves pensions custody to Northern 21JUN05: Fiore returns to custody with BNY 27MAY05: Bloom joins Northern from BNY 25MAY05: SLI confirms mutual fund outsourcing with BNY 18MAY05: BNY wins group mandate from UK building societies 11MAY05: Westwell joins BNY as client executive 05MAY05: Christmas joins Pershing as chief relationship officer 27APR05: BNY cuts marketing deal with Mizuho in Japan 25APR05: BNY to acquire Lynch, Jones & Ryan from Instinet 25APR05: Standard Life Investments considers fund admin deal with BNY 25APR05: Liftin to become vice chairman of BNY 11APR05: J. Carter Bacot, former head of BNY, dies 08APR05: BNY sees South African JV talks collapse 01APR05: Griffith to step down as BNY vice chairman 29MAR05: BNY expands in Australia 02MAR05: Aon appoints BNY for $1.5bn mandate 26JAN05: BNY acquires Luxembourg TA business 26JAN05: BNY and S&P set up strategic alliance 26JAN05: BNY rebrands 25JAN05: The Hartford appoints BNY for sec lending role 21JAN05: Prudential taps BNY for fund admin mandate 21JAN05: BNY pays for outsourcing success 18JAN05: BNY expands relationship with ING IM 14JAN05: Bodart appointed to Euroclear boards 11JAN05: BNY ties up EUR80bn deal with Natexis in France 10JAN05: Abbey appoints BNY for GBP30bn mandate |
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31JAN06: Kelly appointed chairman and CEO of Mellon Financial 2005 30NOV05: Wachovia sells its custody business - again |