TSSAG - The Securities Services Advisory Group

Thrilled that Vortx has selected Calastone to process fund orders across Brazil! As the first Brazilian fund administrator to choose Calastone, Vortx is embracing open architecture and automation to bring greater efficiency, connectivity, and scalability to fund processing. Following recent connections with JP Morgan and Mirae, this marks another exciting step in the digital evolution of Brazil’s asset management industry. Looking forward to working together to drive innovation and seamless interoperability across the market https://lnkd.in/d8gtmuS5

Great to be featured in Valor Econômico today. Brazil’s fund market is about to become truly cross border for the first time, opening up huge international investment opportunities for Brazilian investors. In this article I explore the impact new cross-border regulation will have on Brazil's $1tn funds market, assessing how asset managers can successfully capitalise on the upcoming changes: https://lnkd.in/eJqh3ECD #automation #digitaltransformation

In continuation of our joint thought leadership series The Securities Service Advosory Group #TSSAG together with the Singapore Fund Directors Association #SFDA are pleased to announce the next half day joint event in Singapore on 8 April 2025.

We are delighted to announce that Taskize, the leading investment operations collaboration platform and Euroclear-owned fintech, has become an affiliate member of The Securities Services Advisory Group (TSSAG). Commenting on the latest addition to the group, Mark Kerns, chairman of TSSAG, said: “We are delighted to welcome Taskize as an affiliate member of TSSAG. Taskize has an established track record of providing solutions that solve operational issues more efficiently and can progressively replace traditional channels like phone and email. Affiliate membership of TSSAG offers access to our core membership across multiple jurisdictions, thereby creating awareness of service offerings that are relevant to TSSAG’s collective global client base. We also look forward to Taskize’s attendance at relevant forums and contributions to thought leadership initiatives.” Diederik Geeraerts, CEO of Taskize, added: “We are thrilled to join TSSAG at such an exciting time for the securities services industry, with new technologies and advancements like shortening settlement cycles beckoning in a new era of efficiency. Being part of TSSAG will help raise Taskize's profile, build credibility, and ultimately open doors to new business opportunities. It will be a valuable asset as we continue to scale.” The full release is attached.

Happy Christmas !

It has been a busy and productive year for TSSAG - The Securities Services Advisory Group and we wish to thank all of our members and broader industry network for your continued support and collaboration in 2024. We are excited about 2025 with further new member announcements early in the new year, details of our second Thought Leadership event in Singapore in April and other initiatives throughout the year. In the meantime, very best wishes to you and your families for a happy festive season!

TSSAG members and guests attended the Asset Servicing Times Industry Excellence Awards 2024 at Plaisterers’ Hall in London last night. TSSAG is delighted to support Asset Servicing Times as independent judges and congratulates all of the shortlisted firms and winners across each of the categories. Well done to Justin J. Lawson and all of the team for a fabulous night!

Phoenix FSC, UK Phoenix FSC Financial Services Consulting (“Phoenix FSC”) provides business orientated management consulting, transformation, and transition management services for the financial services industry. Based in the UK, we support clients with a presence across multiple jurisdictions, including the UK, France, Ireland, the Channel Islands, and Luxembourg. Our team combines extensive industry and consulting experience, enabling us to understand and address our clients’ challenges. We bring multidisciplinary expertise in UK-regulated business management, operational leadership, and transformation programmes. Our mission is to help Private Equity firms, Asset Managers, Investment Managers, Wealth Managers, Fund Managers, and Broker-Dealers achieve their strategic goals and navigate critical periods of business change. TSSAG - The Securities Services Advisory Group Asset Servicing Times #SecuritiesServicesandConsulting #FinancialServices #ManagementConsulting #BusinessTransformation #PrivateEquity #AssetManagement #InvestmentManagement #WealthManagement #FundManagement #FinancialServicesConsulting

In continuance of introducing the TSSAG - The Securities Services Advisory Group leadership, we present Mr. Mark Kerns #TSSAG #IndustryLeaders #SecuritiesServices #Leadership #NewSeries #ThoughtLeadership Pivot Management Consulting Pvt. Ltd. Global Custodian Asset Servicing Times Adapa Advisory

Thank you to our members, moderators, speakers and attendees for making yesterday's third annual thought leadership event in London such a great success. The content and quality of engagement was excellent across all three sessions with a fantastic level of contribution throughout the room with discussion continuing into the drinks reception! TSSAG was formed on the basis of two key objectives namely member collaboration that enables and introduces broader propositions for clients and to support thought leadership within the post trade and securities services arena as exampled by this event. Thank you again to everyone involved from planning through to execution and we look forward to the next one!