Custody

Thomas Murray spoke to HSBC's head of product solutions - regulatory change, Paul Ellis, about how the bank managed the implementation of UCITS V and the similarities with getting over the line with AIFMD, how this directive has impacted custody arrangements and what the future holds for the UCITS brand.

Article published by: Investor Strategy News on March 20, 2016.

The latest custody tender battle – that for the assets of the Crown Financial Institution (CFI) in New Zealand – has ended in victory for the incumbent, JP Morgan. The assets under administration total $NZ6 billion ($A5.37 billion).

Steve Merry asks, "If Greece defaults – as many think it will – are your assets safe or will they slip through your grip faster than greased lightning?" Read on for a discussion of the risks of holding assets in Greece, Portugal, Ireland, Italy, and Spain, and what you can do to protect your fund from unnecessary additional risk.

Thomas Murray IDS looks at some of the implications AIFMD will have on asset safety...

JP Morgan has told myInvestorCircle that allowing clients to store excess collateral with the bank should improve assety safety and collateral management

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