The transfer of more than 100 funds takes effect on July 23
David Burnes joins firm as senior vice president
2013 Custody Risk Americas Awards handed out in New York
Self-directed products allow clients to hold a full range of investments in a single consolidated account
Compliance exams reveal custody-related issues in about one-third of firms
CIBC Mellon to provide Som Seif’s newly launched firm with asset handling services
Transition of referral clients expected to be completed in the fourth quarter
New affiliate to provide U.S. firm’s complete offering to the Canadian investment community
RBC Dexia being rebranded RBC Investor Services
RBC Dexia in second spot