Mandates

Dakota turns to BNY Mellon's Pershing Advisor Solutions

BNY Mellon's Pershing Advisor Solutions has been selected as one of the custody partners for Peter Raimondi's newly launched investment management firm, Dakota Wealth Management. Pershing Advisor Solutions has powered Dakota advisors transition to the new firm platform. Pershing was selected based...
Sunsuper mandates Record

Record Currency Management, the Windsor, England-based specialist currency manager, has announced that it has been awarded a currency management mandate by Sunsuper Pty Ltd, the Australian superannuation fund. It says the mandate is an active currency portfolio, the objective of which is to generate...
HSBC to help Tabula with ETFs

HSBC is to provide custody and administration services to new exchange-traded funds (ETF) provider, Tabula Investment Management. Tabula says it is set to launch a range of unique fixed income funds targeting European institutional investors including insurance companies, pension funds, asset...
Pershing adds Capital First Trust Company

BNY Mellon's Pershing (Pershing) has this week announced that it has added Capital First Trust Company (Capital First) to its Trust Network. Capital First focuses on special needs trusts, an area of growing interest for Pershing clients. This latest addition brings the total number of providers in...
Morningstar picks Northern Trust


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