NEWS STORIES DATABASE


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ABN AMRO Mellon Deutsche Bank National Australia
BISYS Euroclear Northern Trust
BNP Paribas Fortis RBC Dexia
BNY Mellon HSBC SEI
BBH IBTCO Societe Generale
CIBC Mellon J.P. Morgan State Street
Citi KAS BANK BNY
Clearstream Mellon Wachovia

 

ABN AMRO MELLON

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

BISYS

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

BNP PARIBAS

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

BNY MELLON

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

BROWN BROTHERS HARRIMAN

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

CIBC MELLON

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

CITI

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

CLEARSTREAM

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

DTCC

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

DEUTSCHE BANK

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

EUROCLEAR

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

FORTIS

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

HSBC

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

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

J.P. MORGAN

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 

KAS BANK

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

MELLON

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

NATIONAL AUSTRALIA BANK

31JAN05: General manager O'Grady to leave National Custodian Services

14JAN05: Liddy quits National Australia

NORTHERN TRUST

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

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

SEI

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

SOCIETE GENERALE

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

STATE STREET

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

The Bank of New York

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

WACHOVIA

31JAN06: Kelly appointed chairman and CEO of Mellon Financial

2005

30NOV05: Wachovia sells its custody business - again