Global Custodian

Ultimus Receives #1 ranking in Independent ETF Client Survey

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Tuesday, August 2, 2022

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This survey reflects Ultimus focus to disrupt the ETF servicing space by combining a unique blend of client servicing culture with award winning technology.

Key Points:

This survey reflects Ultimus focus to disrupt the ETF servicing space by combining a unique blend of client servicing culture with award winning technology.
In just a short time, Ultimus shot towards the top of an ETF servicing league table to become the 2nd largest named ETF fund administrator in the U.S. based upon number of sponsors serviced.
The eleven categories in Global Custodians annual survey included client service, technology, ETF basket services, fund accounting, and servicing model among others.
These ETF administration survey results come on the heels of the firm ranking the highest in the Mutual Fund Administration survey for a record 8 straight years.

Ultimus Receives Unprecedented Independent Survey Results

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Tuesday, July 19, 2022

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CINCINNATI, July 19, 2022 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to announce its record-breaking results in Global Custodian’s 2022 Mutual Fund Administration Survey, earning the highest overall service satisfaction scores in the industry.

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CINCINNATI, July 19, 2022 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions (Ultimus), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to announce its record-breaking results in Global Custodians 2022 Mutual Fund Administration Survey, earning the highest overall service satisfaction scores in the industry.
The third-party survey examined client responses across thirteen categories, with Ultimus obtaining the highest scores in all thirteen, including perfect marks in nine.
The thirteen categories in Global Custodians annual survey included client service, onboarding, fund accounting, and transfer agency, among others.
This steadfast client-centric approach is indeed the Ultimus difference, and the Global Custodian survey results have once again affirmed that.

Saphyre Wins "Innovation in Automated intelligence" Award

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Tuesday, May 10, 2022

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NEW YORK, May 10, 2022 /PRNewswire/ -- Saphyre, a fintech company using patented AI technology to solve pre-trade setups and post-trade issues, has won the "Innovation in Automated Intelligence" Award by Global Custodian.

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NEW YORK, May 10, 2022 /PRNewswire/ -- Saphyre, a fintech company using patented AI technology to solve pre-trade setups and post-trade issues, has won the "Innovation in Automated Intelligence" Award by Global Custodian.
Saphyre Wins Innovation in Automated Intelligence Award!
Stephen Roche, President & Co-Founder at Saphyre shared: "Gabino and I, on behalf of Saphyre, are humbled and honored to be recognized for our achievements in Innovation in Automated Intelligence.
We look forward to continuing to innovate within this space and expect to share even greater revolutionary breakthroughs in the coming months."

Saphyre Nominated for "Fintech of the Year" Award by Global Custodian

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Thursday, March 31, 2022

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NEW YORK, March 31, 2022 /PRNewswire/ -- Saphyre, a fintech company using patent-approved AI technology to solve pre-trade setups and post-trade issues, has been nominated by Global Custodian for their annual "Fintech of the Year" award.

Key Points:

NEW YORK, March 31, 2022 /PRNewswire/ -- Saphyre, a fintech company using patent-approved AI technology to solve pre-trade setups and post-trade issues, has been nominated by Global Custodian for their annual "Fintech of the Year" award.
Stephen Roche, President & Co-Founder at Saphyre shared: "We are extremely pleased to have one of the leading publications in the finance industry to consider us for such an award.
Saphyre has made a tremendous investment in enhancing the technological operations within the asset servicing/custodian space.
Published five times a year by Tungsten Publishing, Global Custodian provides analysis and commentary on the latest news and events taking place in the international securities industry.

Almost 20% of global private capital CFOs have yet to begin integrating ESG into investment processes

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Wednesday, March 2, 2022

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The report created in partnership with Global Custodian, shows that CFOs at private capital funds find the biggest obstacle of integrating ESG into the investment process is the cost and resource constraints, with more than half(57%)agreeing this was the most challenging aspect to the process.

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The report created in partnership with Global Custodian, shows that CFOs at private capital funds find the biggest obstacle of integrating ESG into the investment process is the cost and resource constraints, with more than half(57%)agreeing this was the most challenging aspect to the process.
Intertrust Group warns that private capital funds must either meet these ESG demands or face significant competitive disadvantages and possibly regulatory pressures in the future.
*Source: Global Custodian in partnership with Intertrust Group; a global sample of 300+ chief financial officers at private capital funds were surveyed between December 2021 and January 2022.
Our focus on bespoke corporate, fund, capital market and private wealth services enables our clients to invest, grow and thrive anywhere in the world.

BTIG Wins Best Capital Introduction Provider at Global Custodian Industry Leaders Awards

Retrieved on:

Tuesday, December 14, 2021

BTIG announced today that the firm was named the Best Capital Introduction Provider in the Prime Brokerage category at Global Custodians Industry Leaders Awards 2021.

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BTIG announced today that the firm was named the Best Capital Introduction Provider in the Prime Brokerage category at Global Custodians Industry Leaders Awards 2021.
We are very honored by this recognition by Global Custodian for our Capital Introduction capabilities.
Being named best capital introduction provider highlights our dedication to client success.
The BTIG Capital Introduction team works closely with a wide variety of market participants to facilitate relevant introductions and build relationships.

Ultimus LeverPoint Procures Top Awards at Industry Ceremony, Accepting Two Prestigious Awards in One Night

Retrieved on:

Wednesday, December 1, 2021

In the private fund category, Ultimus LeverPoint received the Private Equity Fund Administrator of the Year and Technology awards.

Key Points:

In the private fund category, Ultimus LeverPoint received the Private Equity Fund Administrator of the Year and Technology awards.
Frank Anduiza, EVP, Head of Private Fund Sales, attended the awards dinner and was honored to accept the awards on behalf of Ultimus LeverPoint.
In the survey results, Ultimus LeverPoint significantly outpaced industry averages in all nine applicable fund servicing categories, reflecting a resounding confirmation from private fund clients of the firms client centric service model and commitment to excellence.
Whether outsourcing a new fund, or transitioning existing funds, Ultimus LeverPoint serves as a seamless extension of your firm a partner in growth.

PEF Services Wins Client Service Award at 2021 Global Custodian Industry Leaders Event

Retrieved on:

Tuesday, November 23, 2021

WEST ORANGE,N.J., Nov. 23, 2021 /PRNewswire/ -- PEF Services LLC (PEF), a CSC company and a leading fund administrator for alternative investment managers, has received the highest award for private equity fund administration in the client service category from Global Custodian.

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WEST ORANGE,N.J., Nov. 23, 2021 /PRNewswire/ -- PEF Services LLC (PEF), a CSC company and a leading fund administrator for alternative investment managers, has received the highest award for private equity fund administration in the client service category from Global Custodian.
The fund services community was honored at the 2021 Global Custodian Industry Leaders Awards in New York City on Nov. 18, 2021.
The Private Equity Fund Administration Client Service Award winner is determined by responses to Global Custodian's 2021 Private Equity Fund Administration survey, which measures and ranks client perceptions of the service they have received from their fund administration service provider over the past year.
"PEF Services is to be congratulated on winning the Client Service award one of the most competitive categories in the Global Custodian surveys," said Richard Schwartz, head of research for Global Custodian.

First Flutter-Powered Mobile Banking App in Europe

Retrieved on:

Friday, November 12, 2021

NEW YORK, Nov. 12, 2021 /PRNewswire-PRWeb/ -- Rosbank Business is a banking app created by Rosbank for their corporate clients.

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NEW YORK, Nov. 12, 2021 /PRNewswire-PRWeb/ -- Rosbank Business is a banking app created by Rosbank for their corporate clients.
We did a really great job as a single product team," Andrey Davydov, Head of Mobile, Rosbank Corporate Digital.
In 2021, the Rosbank Business app was awarded Gold as Best App for Financial/Insurance Company by Tagline Awards which is the largest digital-competition in Europe for the most innovative and high-quality projects.
Rosbank L'Hermitage Private Banking won the SPEAR's Russia Wealth Management Awards 2020 in the category "Best Foreign Bank in the Russian Federation".

Ultimus LeverPoint Fund Solutions Leads Industry in 2021 Global Custodian Private Equity Fund Administration Survey

Retrieved on:

Wednesday, September 15, 2021

CLIFTON PARK, New York, Sept. 15, 2021 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions is pleased to announce that it has earned the highest overall score in Global Custodians 2021 Private Equity Fund Administration Survey, significantly outpacing industry averages in all 9 applicable categories surveyed.

Key Points:

CLIFTON PARK, New York, Sept. 15, 2021 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions is pleased to announce that it has earned the highest overall score in Global Custodians 2021 Private Equity Fund Administration Survey, significantly outpacing industry averages in all 9 applicable categories surveyed.
As a result of its survey performance, Ultimus LeverPoint will also receive two important accreditations from Global Custodian.
Ultimus LeverPoint Private Fund Solutions is a leading fund administrator committed to providing a complete spectrum of solutions to private equity, venture capital and hedge fund clients.
Ultimus Fund Solutions (Ultimus) is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans.