Category: Citi

JTC, the C.I.-based services provider, plans to acquire Citi Trust, the global fiduciary and trust administration services business, from Citigroup. Citi Trust provides trust solutions from New York, Delaware, South Dakota, Jersey, Singapore, Switzerland and the Bahamas. Total AuA serviced by Citi Trust is >USD70bn across over 2,000 UHNW client relationships, with an average tenure…

Challenger Limited, the publicly listed Australian investment management firm, has appointed State Street to provide custody and, through State Street Alpha, back-, middle- and front office investment administration services, for a suite of listed and unlisted investment vehicles with AUD127bn (USD85bn) AuM. Challenger will be one of the largest investment managers in the region to…

Citi has appointed Eduardo Gramuglia Pallavicino as the Citi country officer (CCO) & banking head for Luxembourg. His appointment is effective immediately, subject to regulatory approvals. He will continue in his current role as securities services head for Luxembourg. He joined Citi in 2023 as securities services head of Belgium, Netherlands and Luxembourg. Cilian O’Gogain,…

Citi has been appointed by the Taiwan Depository & Clearing Corporate (TDCC) to provide global custody services. The selection comes as TDCC implements a new centralised custody platform to improve asset safety for local investors holding overseas investments via local brokers.

Eurizon SLJ Capital, the UK-based investment manager of Eurizon, the asset management company of Intesa Sanpaolo with EUR384bn (USD418bn) AuM, has launched its first Ireland-domiciled actively managed ETF with Connect ETFs, a new ETF platform connecting asset managers with leading ETF service providers. The platform uses Carne Global Fund Managers (Ireland) Limited as ManCo and…

Joe Bonanno has been appointed global head of data analytics and innovation for Citi’s wealth management business. Bonnano, who joined Cit in 2022 as global head of data, digital and innovation for the securities services business, spent almost 12 years with Morgan Stanley’s wealth management unit.

Citi’s securities services business has appointed John Miller as global head of fund accounting and administration, reporting to Mike Hughes, head of fund services. Based in Boston, Miller will oversee product strategy, client delivery and financial performance, and drive investments into new technologies for the business. He will focus on the move to a global…

FundGuard, the multi-asset and multi-book investment accounting utility which is backed by Citi and State Street, has formed a collaboration with ICE’s data services business, which is part of Intercontinental Exchange, the operator of global exchanges and clearing houses and provider of data and listings services. The collaboration will provide asset managers, asset owners and…