The awards this year focus specifically on outstanding achievement in Mutual Fund Administration, Hedge Fund Administration, Private Equity Fund Administration, and Prime Brokerage for North American clients as well as a series of special Global Custodian Editor’s Awards for advancing industry goals. Highlights in technology and business innovation will also be recognised.
Outperformers in our annual surveys will be honored during the introductory cocktail hour.
Innovation Awards – Now Accepting Nominations
This year we will be recognizing up to five awards for the most innovative developments of the past year in the securities and fund services industry. Submit your nominations here.
Agenda for the evening:
6:00-7:00 p.m. Cocktails and hors d’oeuvres
7:00 p.m. Dinner with awards to follow
9:00 p.m. After Dinner Cocktails
Below is a shortlist of awards that will be presented at the dinner.
| Category | Award | Shortlist |
| Mutual Fund Administration (North American clients) | Quality of personnel | Ultimus Fund Solutions |
| US Bancorp | ||
| Atlantic Fund Services | ||
| Value delivered | Ultimus Fund Solutions | |
| Atlantic Fund Services | ||
| US Bancorp | ||
| Transfer Agency | BBH | |
| US Bancorp | ||
| Citi | ||
| Compliance Support | Gemini | |
| Atlantic Fund Services | ||
| Citi | ||
| Hedge Fund Administration (North American clients) | Relationship Management | ALPS |
| Trident Trust | ||
| Citco | ||
| Value | Stone Coast Fund Services | |
| Deutsche Bank Fund Services | ||
| Opus Fund Services | ||
| Technology | Citco | |
| Opus Fund Services | ||
| Trident Trust | ||
| Compliance | Deutsche Bank Fund Services | |
| Maples | ||
| BNP Paribas Securities Services | ||
| Prime Brokerage (North American clients) | Client service | BNP Paribas |
| Cantor Fitzgerald | ||
| Wells Fargo Prime Services | ||
| Operations | BNP Paribas | |
| Wells Fargo Prime Services | ||
| Pershing Prime Services (BNY Mellon) | ||
| Financing & margining | Scotiabank | |
| Morgan Stanley | ||
| Deutsche Bank | ||
| Reporting | Goldman Sachs | |
| BNP Paribas | ||
| Cowen Prime Services | ||
| Capital Introduction | Cantor Fitzgerald | |
| Nomura | ||
| Morgan Stanley | ||
| Securities Lending | BNP Paribas | |
| Morgan Stanley | ||
| Pershing Prime Services (BNY Mellon) | ||
| Value | BNP Paribas | |
| Morgan Stanley | ||
| Wells Fargo Prime Services | ||
| Private Equity Fund Admin (North American clients) | Client service | Trident Trust |
| Deutsche Bank | ||
| SS&C Technologies | ||
| Technology | Deutsche Bank | |
| Citco | ||
| SS&C | ||
| Value | Horseshoe Fund Services Ltd. | |
| Trident Trust | ||
| Maples Fund Services | ||
| Editor’s Choice Awards | Industry Person of the Year | Peter Cherecwich, Northern Trust |
| Claudine Gallagher, BNP Paribas Securities Services | ||
| Peter Hughes, Apex Fund Services | ||
| Rahul Kanwar, SS&C GlobeOp, SS&C Technologies | ||
| Custody Technology | BNY Mellon | |
| Citi | ||
| State Street | ||
| Deal of the year | JP Morgan – BlackRock | |
| Northern Trust – Boeing Pension Fund | ||
| State Street – Allianz Global Investors | ||
| North American Sub-custody | Brown Brothers Harriman | |
| Citi | ||
| RBC Investor & Treasury Services | ||
| Best overall performance: MFA | Citi | |
| US Bancorp | ||
| Utimus Fund Solutions | ||
| Best overall performance: Prime Brokerage | BNP Paribas | |
| Morgan Stanley | ||
| Wells Fargo Prime Services | ||
| Best overall performance: HFA | ALPS | |
| Opus Fund Services | ||
| Trident Trust | ||
| Best overall performance: PEFA | Citco | |
| Deutsche Bank | ||
| Trident Trust |
