Year: 2023

Northern Trust has been appointed by Abu Dhabi Pension Fund (ADPF) to provide services including global custody, alternative asset administration through its Front Office Solutions business, liquidity management, performance and risk analytics, and compliance monitoring. ADPF is a growing pool of sovereign sponsored pension assets in the Middle East. Ali Alqemzi, COO for investment at…

Hazeltree, the U.S.-based provider of treasury and liquidity management solutions for the asset management industry, has appointed Stephanie Miller as the company’s president, chief executive officer, and board director. She will take over the CEO role from Tushar Amin, who will be stepping away from his leadership role for personal and family reasons. Miller was…

BBH has added Tourmaline Partners’ execution services to its Connectors platform. Tourmaline offers trading solutions for global equities, derivatives, and ETFs. Connectors brings together a cohort of specialist third-party fintech and service providers. Evan Fire, COO of Pzena Investment Management, said: “This is great news for the industry. BBH and Tourmaline are two first-class organisations…

Claire Johnson is reportedly joining RBC Investor Services as CEO. She will replace Francis Jackson, who is stepping down from the role following the sale of its remaining international businesses to CACEIS. Johnson is currently president of TSX Trust, part of the TMX Group, and previously spent more than 20 years at CIBC Mellon.

Northern Trust is working with Frost Consulting, an independent consultant, to examine the challenges for MiFID II in scope managers who may face potential difficulties paying U.S.-based bank research providers which have not registered as RIAs, or are unable or unwilling to accept hard dollar payments at their European office(s) for global research services. The…

JTC, the C.I.-based professional services firm, has added two managers to its funds team in Jersey. Will Turner and Ben Durbano specialise in real estate and private equity respectively and join Ashley Vardon, senior director – fund services, who was appointed earlier this year. Turner was previously at Crestbridge, whilst Durbano joins from Sanne.

Nearly 50 years after the “invention” of global custody, it’s back in fashion. Not long after he became CEO of State Street, Marsh Carter held his first analysts’ call. “Custody,” he opined, somewhat innocently, “is a mature business.” Wall Street did not like to hear this, and hammered the State Street stock. Lesson learnt. Thirty…