MUFG Investor Services

Fund managers and outsourcing partners have hit the ground running in 2025 to pursue next-generation operating models that support new funds, attract fresh capital, and drive enterprise expansion. McAllister (Mac) Kirschner, our Chief Operating Officer, outlined how these models are taking shape to match business priorities in Preqin's Alternatives in 2025. Read the article here: https://lnkd.in/e9pdqCj5 #APartnershipBuiltAroundYou 

As Chinese New Year celebrations continue through February, our Kuala Lumpur colleagues made sure their event had excitement by tossing the Yee Sang, specially created in the shape of a snake to honor the #YearoftheSnake, into the air—the higher the toss, the greater the fortune! The festive atmosphere was the perfect way to bring in the Lunar New Year as our #BrilliantlyDifferent team gathered around the beautifully arranged Yee Sang, which symbolizes wisdom and transformation, and handed out red packets, known as ang pow, to wish each other good luck, happiness, and blessings for the year.

Uche Ughonu, a Senior Analyst with our Investor Operations team in Halifax, sees Black History Month as a time to honor "the positive contributions and lasting impact of Black individuals in our communities and around the world." As a young Nigerian immigrant to Canada, Uche is inspired by the achievements of Black individuals. "I am driven to be the best version of myself,” he shared. "I strive for excellence and am passionate about creating impact and opportunities for other Black professionals to thrive in Canada." Looking to the future, Uche hopes that "future generations will continue to make history, break barriers, and embrace the belief that anything is possible." Uche's presence on our Anti-Money Laundering team enriches our #BrilliantlyDifferent culture. #BlackHistoryMonth

🏆 Can you say “three-peat”? We sure can! For the third year in a row, our FX Overlay Solution has been named the Best FX Trading Solution at the 2025 Global Finance FX Tech Awards. The event, hosted by Global Finance Magazine, recognizes the best FX tech providers in our industry. Thanks to our dedicated colleagues who create and deliver innovative and effective FX solutions for our clients. We’ll be working hard to conquer hedging challenges for a “four-peat” next year! Learn more about our FX Overlay solution here: https://lnkd.in/eP3zN5Bj #FXTradingSolution #CurrencyRisk #FX #APartnershipBuiltAroundYou

We’re proud to see our own Daniel Trentacosta, Global Head of Private Markets, giving back to the next generation of business leaders. Danny recently returned to his alma mater, St. John’s University – The Peter J. Tobin College of Business, to share insights from his impressive career in financial services. His discussion on career transitions, leadership, and adaptability resonated with students preparing to navigate a rapidly evolving industry. At MUFG Investor Services, we believe in mentorship, lifelong learning, and fostering talent, and it’s inspiring to see Danny paying it forward. Thank you, St. John's University, The Peter J. Tobin College of Business, for hosting this meaningful conversation with Danny and the students of the Thomas J. Cox Honors Program!

When Samantha Watson-Crooks thinks about Black History Month, she goes straight to Sidney Poitier, a Bahamian American actor, film director, and diplomat. “Poitier, a fellow Bahamian, is a true inspiration,” said Samantha, our Head of Investor Operations for Private Equity - North America & Europe. “He defied expectations, shattered stereotypes, and used his presence on screen to challenge injustice.” His story is a reminder that “true impact comes from standing firm in one’s values, even when the world tries to impose limits," she added. All of this is particularly relevant during Black History Month, which is a “time to honor the fortitude and brilliance of those who paved the way before us,” Samantha said. Samantha follows the example set by pioneers like Poitier by setting challenging goals, embracing excellence to achieve them, staying true to her principles, and creating opportunities for others. "Whether in my career or personal life, I hope to inspire those around me to aim high and push past barriers,” she said. “Black History Month is a moment of reflection, but the conversation must continue every day, ensuring that progress is not just celebrated but sustained." We're grateful to have Samantha’s perspective to shape our #BrilliantlyDifferent culture.

Our Halifax colleagues found a unique way to celebrate Valentine’s Day this year: Giving the gift of life by hosting a blood drive with Canadian Blood Services. Last year, our #BrilliantlyDifferent Halifax team had 42 donors, and this year, we're aiming even higher! We’ve been proud “Partners for Life” with Canadian Blood Services for more than a decade, working together to ensure that life-saving blood components are available for those in need. We're honored to support their life-saving mission for the Halifax community! #GiveBlood

Culture is more than a buzzword—it’s the foundation of a thriving workplace. In our latest podcast episode, Culture by Design: Building, Belonging, Trust, and Thriving Workplaces, Veronica van der Hoeven, our Managing Director of People Strategy, and Sarah Fosberry, Consultant, Facilitator and Coach at The Colour Works, dive deep into what makes a strong workplace culture. If you haven’t tuned in yet, now’s the time! Hear their insights on the power of leadership, communication, and values in shaping a workplace where people truly belong. Listen now: https://lnkd.in/ep6VpKzQ #APartnershipBuiltAroundYou

“When a client has a challenge, we don’t just find a workaround—we build the solution.” – John Sergides, CEO, MUFG Investor Services At MUFG Investor Services, growth isn’t just about scale—it’s about partnerships and people. Our success has been driven by the trust of our clients and the dedication of our teams, working together to grow and succeed as the alternatives industry evolves. In a Funds Europe cover story, CEO John Sergides shares how we’ve built a firm that prioritizes innovation, client-first solutions, and long-term relationships. We know our clients need more than just a service provider—they need a partner who seamlessly supports them across asset classes, fund structures, and jurisdictions. And none of that would be possible without our people—the experts, problem-solvers, and innovators who bring it all to life. We believe we are better together, working side by side with our clients and our teams to help them scale, adapt, and navigate new opportunities. Read more about our journey and what’s next 👇 https://lnkd.in/eMQGggeX

MARGARET ONOVAE, a Senior Associate on our Global Payments Services team in Halifax, sees Black History Month as a time of reflection. “Black History Month draws my attention to the impact and accomplishments of Black people on Canada’s development,” she said. “It inspires me to contribute even more to our success in Canada and to create opportunities for other Black people to grow in this country.” Margaret meticulously manages payment exceptions, responds to client inquiries, and resolves payment issues with dedication and care. We are thrilled to have her on our team, as she enriches our #Brilliantly Different culture. #BlackHistoryMonth