Global Custodian

Ultimus Experiences Firm-Wide Growth, Boosting AUA over $500B

Retrieved on: 
Tuesday, January 16, 2024
Global Custodian, Accounting, Human back, API, Treasury, Investment, Data management, Automation, Fund administration, Growth, Renewable energy

Gary Tenkman, Ultimus Chief Executive Officer, comments on the firm’s ability to consistently provide high level customer service throughout Ultimus’ growth phases stating, “Ultimus’ hyper-sensitive focus on delivering high-quality client service enhances our ability to successfully differentiate ourselves from our competitors.

Key Points: 
  • Gary Tenkman, Ultimus Chief Executive Officer, comments on the firm’s ability to consistently provide high level customer service throughout Ultimus’ growth phases stating, “Ultimus’ hyper-sensitive focus on delivering high-quality client service enhances our ability to successfully differentiate ourselves from our competitors.
  • Ultimus focuses on providing registered and private fund managers with optionality for their fund administration and middle office needs.
  • In a recent fund conversion from another service provider to Ultimus, a new client stated “The conversion itself felt seamless.
  • Contributing to the influx of new business, Ultimus has a known reputation for award-winning client service and award-winning technology applications.

Ultimus LeverPoint Seizes Top Award at Industry Ceremony

Retrieved on: 
Tuesday, December 5, 2023
Accounting, Data management, Human back, Global Custodian, ETF, Private equity fund, Algorithm, API, Ultimus, Financial adviser

CLIFTON PARK, N.Y., Dec. 05, 2023 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions (Ultimus LeverPoint), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is honored to announce it received the top industry award at the 2023 Global Custodian Industry Leaders Awards dinner held in New York recently.

Key Points: 
  • CLIFTON PARK, N.Y., Dec. 05, 2023 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions (Ultimus LeverPoint), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is honored to announce it received the top industry award at the 2023 Global Custodian Industry Leaders Awards dinner held in New York recently.
  • The awards ceremony independently recognizes the achievements of service providers in the fund administration industry whose quality of services exceeds their peers.
  • Ultimus LeverPoint secured the most prestigious award:
    This is the third year in a row Ultimus LeverPoint private equity clients participated in the independently administered survey and the third year the firm has received the Private Equity Fund Administrator of the Year award.
  • Ultimus LeverPoint’s, EVP Client Relationship Officer, Kelly Gooch says, “We are honored to receive this award and recognize our need to earn our clients’ trust every day.

Trident Trust Recognised for Best Client Service for Hedge Funds at the Global Custodian Industry Leaders Awards

Retrieved on: 
Thursday, November 30, 2023
Trident, Multimedia, Digital asset, Administrator, Trust, Private equity, Global Custodian

NEW YORK, Nov. 30, 2023 /PRNewswire/ -- On 16 November, Global Custodian magazine awarded Trident Trust 'Best Client Service for Hedge Funds' at its prestigious annual Industry Leaders Awards, which recognise the industry's best performers in prime brokerage and fund administration.

Key Points: 
  • NEW YORK, Nov. 30, 2023 /PRNewswire/ -- On 16 November, Global Custodian magazine awarded Trident Trust 'Best Client Service for Hedge Funds' at its prestigious annual Industry Leaders Awards, which recognise the industry's best performers in prime brokerage and fund administration.
  • The award is Trident Trust's 12th award from Global Custodian in the last 7 years.
  • Trident Trust was also shortlisted in three other categories: Hedge Fund Administrator of the Year, Private Equity Administration – Client Service, and Private Equity Reporting.
  • The win follows four other fund services awards for Trident Trust this year: 'Best Fund Administrator - Investment Funds' at the Africa Global Funds Awards, 'Best Administrator – Overall' at the Hedgeweek European Digital Assets Awards, 'Best Administrator – Digital Assets' at the Hedgeweek European Awards and 'Best Fund Administrator – Digital Assets' at the inaugural Malta Fintech & Cryptocurrency Awards.

Ultimus LeverPoint Acclaimed in 2023 Global Custodian Survey

Retrieved on: 
Wednesday, October 11, 2023
Trust, GC, Global Custodian, EVP, Credit, Ultimus

CLIFTON PARK, N.Y., Oct. 11, 2023 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions (Ultimus LeverPoint) is delighted to share that it has attained an exceptional score of 6.90 out of 7.00 in the 2023 Private Equity Fund Administration Survey by Global Custodian.

Key Points: 
  • CLIFTON PARK, N.Y., Oct. 11, 2023 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions (Ultimus LeverPoint) is delighted to share that it has attained an exceptional score of 6.90 out of 7.00 in the 2023 Private Equity Fund Administration Survey by Global Custodian.
  • This impressive achievement places Ultimus LeverPoint ahead of its competitors, surpassing global averages across all nine relevant categories surveyed.
  • In recognition of its performance in the 2023 Global Custodian survey, Ultimus LeverPoint has earned nominations for three awards at the upcoming Global Custodian Industry Leaders Awards.
  • As a result of its survey scores, Ultimus LeverPoint has been nominated for the following Private Equity Administration awards:

Ultimus Secures Top Scores in the 2023 ETF Administration Survey by Global Custodian

Retrieved on: 
Tuesday, August 1, 2023
DNA, Communication, Partnership, Global Custodian, Accounting, ETF, Trust, Middle office, News, Financial adviser, Ultimus

CINCINNATI, Ohio, Aug. 01, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions ® (Ultimus®), a leading independent provider of full-service technology-enhanced fund administration, middle office, accounting, and investor solutions, proudly announces its remarkable achievement in securing the top spot in the prestigious 2023 ETF Administration Survey conducted by Global Custodian, earning the highest overall service satisfaction scores in the industry.

Key Points: 
  • CINCINNATI, Ohio, Aug. 01, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions ® (Ultimus®), a leading independent provider of full-service technology-enhanced fund administration, middle office, accounting, and investor solutions, proudly announces its remarkable achievement in securing the top spot in the prestigious 2023 ETF Administration Survey conducted by Global Custodian, earning the highest overall service satisfaction scores in the industry.
  • The Global Custodian's ETF Administration Survey is widely regarded as a third-party benchmark for excellence in the industry, with clients evaluating the performance and quality of ETF administration providers.
  • Their ongoing support has been instrumental in Ultimus’ success, and we remain committed to providing our clients with industry-leading services and solutions.”
    Being recognized as the top performer in the 2023 ETF Administration Survey by Global Custodian is a testament to Ultimus' unwavering dedication to excellence and innovation.
  • As it celebrates this milestone achievement, Ultimus remains focused on pushing the boundaries in the ETF administration landscape.

Ninth Consecutive Year Ultimus Earns Highest Score

Retrieved on: 
Tuesday, July 25, 2023
Tomko, EVP, KYC/AML, Accounting, Investment, Middle office, Global Custodian, News, Financial adviser, Ultimus

Overall, Ultimus scored a 6.94 out of 7.00 with the 2023 industry average coming in at 6.15.

Key Points: 
  • Overall, Ultimus scored a 6.94 out of 7.00 with the 2023 industry average coming in at 6.15.
  • In individual categories, Ultimus obtained perfect marks in nine categories and achieved the highest scores industry wide in all thirteen categories, once again validating the company’s tech-driven and client-centric approach.
  • For the ninth consecutive year, Ultimus received Category Outperformer and Global Outperformer recognition by Global Custodian, accentuating the firm’s accomplishments.
  • Ultimus scored a perfect score of 7.00 in client service, onboarding, fund accounting, transfer agent, KYC/AML and sanctions screening, reporting to institutional investors, reporting to managers, middle office services, and compliance support.

Shri Ashishkumar Chauhan, MD & CEO, NSE honored with Lifetime Achievement award by Global Custodian in Singapore

Retrieved on: 
Friday, May 26, 2023
NSE, Global Custodian, Booklist Editors' Choice, National Stock Exchange, GC, Editorial, MD, National Stock Exchange of India

MUMBAI, India, May 26, 2023 /PRNewswire/ -- Global Custodian, a leading international publication covering securities services, conferred Shri Ashishkumar Chauhan, MD & CEO, NSE with 'Lifetime Achievement Award - Leaders in Custody Awards for Asia Pacific' held in Singapore on May 25th, 2023.

Key Points: 
  • MUMBAI, India, May 26, 2023 /PRNewswire/ -- Global Custodian, a leading international publication covering securities services, conferred Shri Ashishkumar Chauhan, MD & CEO, NSE with 'Lifetime Achievement Award - Leaders in Custody Awards for Asia Pacific' held in Singapore on May 25th, 2023.
  • He was a founding team member of National Stock Exchange of India (NSE) and is currently the MD & CEO of NSE.
  • Lifetime achievement award is given to a single individual with a track record of huge contribution over a period of many decades.
  • Global Custodian is known for its editorial views of the global securities services industry spanning over the past three decades.

Shri Ashishkumar Chauhan, MD & CEO, NSE honored with Lifetime Achievement award by Global Custodian in Singapore

Retrieved on: 
Friday, May 26, 2023
NSE, Global Custodian, Booklist Editors' Choice, National Stock Exchange, GC, Editorial, MD, National Stock Exchange of India

MUMBAI, India, May 26, 2023 /PRNewswire/ -- Global Custodian, a leading international publication covering securities services, conferred Shri Ashishkumar Chauhan, MD & CEO, NSE with 'Lifetime Achievement Award - Leaders in Custody Awards for Asia Pacific' held in Singapore on May 25th, 2023.

Key Points: 
  • MUMBAI, India, May 26, 2023 /PRNewswire/ -- Global Custodian, a leading international publication covering securities services, conferred Shri Ashishkumar Chauhan, MD & CEO, NSE with 'Lifetime Achievement Award - Leaders in Custody Awards for Asia Pacific' held in Singapore on May 25th, 2023.
  • He was a founding team member of National Stock Exchange of India (NSE) and is currently the MD & CEO of NSE.
  • Lifetime achievement award is given to a single individual with a track record of huge contribution over a period of many decades.
  • Global Custodian is known for its editorial views of the global securities services industry spanning over the past three decades.

Saphyre Takes the Crown: Wins "Fintech of the Year" at Global Custodian's Leaders in Custody Awards Ceremony

Retrieved on: 
Thursday, May 4, 2023
Global Custodian, Savoy, AI, Fintech, Attention, Memory, Video game, Cryptocurrency

Global Custodian is the leading magazine covering the international securities services business.

Key Points: 
  • Global Custodian is the leading magazine covering the international securities services business.
  • Its annual awards ceremony honors achievements in certain categories in the securities services industry and recognizes the best performers in such categories.
  • Commenting on the win, Stephen Roche, President & Co-Founder at Saphyre, said, "We are thrilled to be named Fintech of the Year by Global Custodian.
  • We are honored to be recognized alongside other established fintech companies and leaders in the finance industry."

Leading finance juggernaut, Kelly Mathieson, to join AI-disruptor Jaid as Board member

Retrieved on: 
Tuesday, February 14, 2023
JPMorgan Chase, American Banker, Woman, Communication, Global Custodian, AI, Collateral, Management, Jaid

NEW YORK and LONDON, Feb. 14, 2023 /PRNewswire/ -- Jaid is thrilled to announce that Kelly Mathieson has joined its Board as a Director of the London-based AI-technology disruptor.

Key Points: 
  • NEW YORK and LONDON, Feb. 14, 2023 /PRNewswire/ -- Jaid is thrilled to announce that Kelly Mathieson has joined its Board as a Director of the London-based AI-technology disruptor.
  • Mathieson's unique combination of entrepreneurial and corporate experience, and strategic mindset, will help usher in a new era for Jaid as the company expands its AI-capabilities.
  • Throughout her career in trading, clearing, collateral management, custody and securities lending, Mathieson has been a champion of women in traditionally male-dominated spaces.
  • I am proud to be joining Jaid's Board and am excited to see what the next twelve months bring".