CALASTONE LIMITED

 

Welcome to the inaugural Calastone Newsletter

 

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We've listened to our clients' feedback and have grouped together the most important stories from Calastone in 2011 into this Newsletter.

In this edition, you will find:

  • New clients available for trading on Calastone
  • Settlement volumes
  • Roadmap of new services
  • New case studies


We can't promise to publish something every month or even every quarter - we'll only send you information when we have something which we think you'll find useful. 

If you have any feedback on this newsletter, please reply to this Email.

 

Visit the blog

 

 

New clients available on Calastone

 

 

New live fund managers

New live distributors

 

 

Aberdeen (Luxembourg)

Aon Hewitt

Baillie Gifford Life

Bordier & Cie

City Financial

BNP Paribas Bank Polska

Ecclesiastical

Fidelity FundsNetwork

First State Investments

Friends Provident

Franklin Templeton

Ingenious

Franklin Templeton (Luxembourg)

JM Finn

INSYNERGY

Northern Trust

JP Morgan (Luxembourg)

Pershing

Lyxor

Quilter

Margetts

 

MFS (Luxembourg)

 

Old Mutual (Ireland)

 

River & Mercantile

 

Ruffer

 

SWIP

 

Wise

 

 

 

Call Anna Graziano on +44 (0) 207 367 1932 to connect

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New case studies now available online

  • Heartwood Wealth Case Study
  • Schroders Case Study
  • Cofunds Case Study (with SWIFT)
  • Cross-border distribution Roundtable (Luxembourg)



We would like to thank all of our clients for their continued support.


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Read the case studies

 

Calastone expands new services

---ViaNova---

Calastone has extended access of its SWIFT Bureau services to the defined contribution pensions industry, free of charge.
The first two clients to benefit from this new service are Aon Hewitt and Baillie Gifford.
  All fund managers who use Calastone will be able to receive Vianova trades as part of their business as usual service from 16th May.

---Settlements Phase Two: Payments---

We are working with a number of clients for anticipated go-live in Q3 2011 and we have entered a project to automate the settlement instructions
of our first offshore fund manager in Luxembourg.  We will be using our SWIFT gateway to give clients an end-to-end solution from fund instruction
to net payment.


---Re-registration service on course ---

We announced our re-registration service to the market on 25th March and our developers have been working like heroes to go-live with
our first clients in Q2.  We have some screenshots of the new service which we'd be happy to share on request.


 

Call Alex Hofmann on +44 (0)207 367 5944 to discuss new services

 

Settlement volumes hit record 65,000 per month

Monthly volumes are now hitting 65,000 trades per month and we have some very large ACD clients lined up to go live in the next few weeks.

A selection of Fund Manager Settlement Clients

Schroders, Aberdeen, Aviva Investors, F&C, Gartmore, Jupiter, M&G, Martin Currie, Henderson, Old Mutual, Neptune, Barings 

A number of additional fund managers are also available on request.


Reconciliations

Our reconciliations service continues to gather pace, with additional cross-border fund managers coming on-board this quarter.



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How does Calastone settlement work?


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Copyright ©  |2011| |Calastone|  All rights reserved.

 

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