Ultimus Fund Solutions co-founder to retire
Mutual fund industry veteran Bob Dorsey will retire 20 years after co-founding Ultimus Fund Solutions in 1999.
Tag: mutual fund administration
BNP Paribas Securities Services appoints new head of Americas to continue regional growth
Gallagher, who was named on of GC’s 30 People to Shape the Future last year, has taken on a new role within the bank' s wider US investment bank business.
Custody
Industry Leaders Awards Shortlist for 2019 announced
New York event will see Prime Brokerage, Hedge Fund and Private Equity Fund Administration and Editors' choice awards handed out, along with individual and innovation honours.
Old kid, new block
Six years ago, BNP Paribas was the only top five global custodian without a presence in the US. Since then, it has established a New York-based operation. How has the bank approached the challenge of breaking in to such a mature market?
MUFG Investor Services recruits new sales executive to support mutual fund effort
MUFG Investor Services entered the US mutual fund scene in 2016 after it acquired Guggenheim Investment’s 40 Act mutual fund administration business.
Ultimus joins US fund administration association
Ultimus is now the fifth administrator to join the association, founded by former JP Morgan, Citi and State Street fund services veteran Chris Meader.
Uncategorized
Global Custodian’s Industry Awards shortlist announced
Awards evening on 29th November in New York to honour the best in fund administration, prime brokerage, custody and technology innovation.
Ultimus Fund Solutions recruits State Street legal expert for fund admin
David James will be responsible for all legal aspects of Ultimus’ operations and strategic initiatives, while also overseeing its fund administration department.
SS&C lands Australian fund deal following DST acquisition
Global Merces to use SS&C services in Australia which combines mutual fund administration business of ALPS.
Morningstar Investment Management chooses Northern Trust for mutual fund services
Providing technology solutions for incoming regulatory requirements has been a focus for Northern Trust’s mutual fund administration strategy.