MUFG Investor Services Holdings

Acquires Butterfield Fulcrum Group and launches with a bold vision: to unify global custody, fund administration and alternative asset servicing under one platform: MUFG Investor Services.

Sets out to be a leader in alternative asset management. Launches Business Process Outsourcing (BPO), providing a robust suite of middle- and back-office solutions for alternative asset managers.

Adds comprehensive banking solutions to existing administration and servicing platforms. Acquires UBS Asset Management’s alternative fund services business and establishes MUFG Alternative Fund Services (Cayman) Limited.

Adds 1940 Act mutual fund and exchange-traded fund servicing capabilities.

Expands fund financing solutions for funds of hedge funds, including subscription lines and financing for FX.

Introduces loan administration for support across the loan life cycle.

Enhances middle-office capabilities with the acquisition of Point Nine Ltd and Circle technology, built in Python architecture.

Launches a passive FX Overlay solution to increase market share with hedge funds. Bolsters global securities lending solutions for large, institutional managers.

Introduces Escrow Agency Services and Environmental, Social and Governance (ESG) services, and expands Limited Partner Solutions.

Opens a Cyprus operations center. Launches Business Consulting Services to guide clients on operational and technology improvements.

Establishes operations center in Malaysia and new offices in Vancouver and Sydney.

Surpasses $1 trillion in assets under administration, coinciding with firm’s 10-year anniversary. Wins Global Fund Administrator award from Asset Servicing Times.

Recognized as $30B+ Fund Administrator of the Year by Private Equity Wire.

2025 Fund Administrator of the Year and Male Ally of the Year