In the News

Pershing Limited Press Coverage
Asset Servicing Times: Darkest Before the Dawn

05 December, 2016

Once financial services firms are through this swathe of regulation, they can start again with a clean sheet, says Mark John of Pershing.

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12/05/2016
Asset Servicing Times: Keeping Your Core

14 October, 2015

Banks and broker-dealers are refocusing, says Pershing’s Scott Coey, head of broker-dealer services EMEA Pershing.

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10/14/2015
Asset Servicing Times: Sell Side Story

22 March, 2017

As the capital markets have changed, so has the relationship between the buy and sell sides. Mark John of BNY Mellon's Pershing explains.

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03/22/2017
Best Execution: Prepping for MiFID II: A Rich Firm's Game?

18 December, 2016

Although seemingly hitched to an endless reset button, MiFID II looks to be as transformational as its predecessor, MiFID I. The breadth of the directive’s scope and the depth of clarifications required to understand its reach takes it into new territory. Is everyone prepared for the consequences of its implementation?

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12/18/2016
Best Execution: Regulatory Changes Impact on the Equity Trading Arena: No Time to Catch Our Breath

01 May, 2015

Market participants look at how the raft of regulation has altered the equity trading arena.

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05/01/2015
Best Execution: Sellside Profile: Pershing: Overcoming Regulatory Hurdles

10 April, 2015

Michael Horan, Head of Trading and Scott Coey, Managing Director & Head of Broker Dealer Services EMEA at Pershing, a BNY Mellon company explain the ongoing impact of legislation and the operating models needed to respond.

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04/10/2015
Best Execution: What Have the Romans Ever Done for Us?

22 October, 2015

Michael Horan discusses the benefits of regulatory change in European equities market structure.

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10/22/2015
Best Execution: Will MiFID II's Double Volume Caps Light Up

22 June, 2016

Michael Horan, head of trading services, BNY Mellon's Pershing, discusses MiFID II’s double volume caps.

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06/22/2016
Citywire New Model Adviser: Future-proof Firms: Diversify Your Team to Secure Your Success

28 July, 2015

An ageing profession and ageing client base means advice firms need to start thinking about where their next top clients are going to come from and how they will attract them.

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07/28/2015
Citywire New Model Adviser: How IFAs Can Shine by Finding Out What Women Want

01 June, 2015

Women have different investment needs than men and advisers have a golden opportunity to attract female clients by discussing flexibility, retirement and education.

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06/01/2015
Citywire New Model Adviser: Mind the Gender Gap: Don’t Lose Valuable Female Clients

04 December, 2015

While some advisers recognise the business opportunity women represent, they do not know how best to pursue it or needlessly lose them following death, divorce or plain disengagement.

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12/04/2015
Citywire Wealth Manager: Pershing and Scorpio Research: What Clients Think About the Rise of Digital Solutions

11 November, 2015

Key statistics from Scorpio Partnership and Pershing's latest research highlight what clients think about the rise of digital solutions.

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11/11/2015
Citywire New Model Adviser: Tilney Bestinvest and Saga Sign Platform Deal with Pershing

21 March, 2016

Pershing has signed a deal with Tilney Bestinvest and Saga to provide platform technology for the two companies’ joint advice venture.

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03/21/2016
discus: MiFID II – Devil in the Detail?

19 January, 2017

Linda Gibson, Director, Regulatory Change and Compliance Risk at BNY Mellon’s Pershing looks at the Markets in Financial Instruments Directive and Regulation II (MiFID II/MiFIR), collectively referred to as MiFID II and the potential impact on Discretionary Managers, financial advisers and investors.

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01/19/2017
discus: Pershing and Scorpio Research: How to Use 'Life Event' Marketing in Your Advisory Firm

16 August, 2016

Pershing and Scorpio Research: financial advice nudges that can occur within a client’s lifetime and how financial advisers can adopt a strategy of ‘life event’ marketing to grow (or retain) their client base.

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08/16/2016
Financial News: Buyside Traders Beware: Outsourcing Set for Revival

25 May, 2016

Many back and middle-office functions are already performed by third-party providers, but the concept is now being explored more seriously in the front office

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05/25/2016
Financial Planning Today: Pershing to Support Saga Wrap for Over-50s

21 March, 2016

Pershing, a BNY Mellon company, is to provide full UK wrap administration and execution capabilities to Saga Investment Services, the new joint venture from Tilney Bestinvest and over-50s provider Saga.

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03/21/2016
FTAdviser: Advice is Not a Short-term Game, Says Pershing

28 April, 2016

Investment outsourcing and technology company Pershing has been investing a “significant” sum to upgrade the digital services it offers advisers to use with their clients.

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04/28/2016
FTAdviser: Mattioli Woods and Pershing Agree Five-year Deal

27 December, 2016

Mattioli Woods has reappointed BNY Mellon’s Pershing to safeguard its client investments. The five-year deal marks the continuation of a relationship between the two companies dating back to 2012.

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12/27/2016
FTAdviser: Saga Investment Services Turns to Pershing for Wrap

21 March, 2016

BNY Mellon's Pershing has been selected to provide UK wrap administration to Saga Investment Services (SIS).

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03/21/2016
FTSE Global Markets: Assessing the Market Change on Fixed Income Trading: Part One

09 March, 2016

In part one of this video series, Mark John,  Director of BNY Mellon's Pershing Broker-Dealer Services, assesses the impact of market change on fixed income trading.

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03/09/2016
FTSE Global Markets: Assessing the Market Change on Fixed Income Trading: Part Two

09 March, 2016

In part two of this video series, Mark John,  Director of BNY Mellon's Pershing Broker-Dealer Services, discusses accessing liquidity and improving processes in fixed income trading.

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03/09/2016
Global Custodian: Europe Won't Settle for Second Best

13 September, 2016

T2S has been in the making for over a decade and is finally reaching its climax. The paper looks at the history and market sentiment towards the pan-European settlement system.

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09/13/2016
Global Custodian: Outsourcing in a Brave New World

01 April, 2015

Outsourcing has reached a new norm, following the financial crisis and the regulatory change that resulted from it. Buyers no longer want relationships where they are bound to large-scale lift outs. Instead they want component-based services.

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04/01/2015
Global Custodian: Pershing Sees Pressures Mounting on Custodians

21 March, 2016

Pershing director Mark John discussed the various challenges that custodians are currently facing.

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03/21/2016
Global Custodian: T2S Must Master Europe First Warns BNY Mellon

12 August, 2016

Recent industry commentary has focused on whether T2S can be expanded into wider markets.

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08/12/2016
International Adviser: Wealth Management Needs 'Uber' Moment to Attract Millennials

13 June, 2016

Millennials, the generation aged 18-34, need a “one-stop shop” where they can go to find information on how to invest, the UK’s Wealth Management Association (WMA) has urged.

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06/13/2016
International Securities Services: CMU Progress Paves Way for Return of Innovation

18 March, 2017

Mark John, head of product and business development EMEA at BNY Mellon’s Pershing, has commented on the European Commission consultation on the Capital Markets Union (CMU) programme, which closes today.

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03/18/2017
Money Marketing: Profile - How Pershing’s Boss Plans to Keep Cashing in on Pension Freedoms

06 December, 2016

It is hard to appreciate the importance or value of something you are unaware of or do not understand. That is the central theme running through Geoff Towers’ thoughts on financial services.

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12/06/2016
Pioneers Post: Wealth Management Firms Consider Attracting Millennials with Social Enterprise

09 June, 2016

The Wealth Management Association held a forum to brainstorm ways of ensuring they have clients in the future. Wealth management firms think that establishing a social enterprise might be the way to get millennials to manage their financial future.

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06/09/2016
Portfolio Adviser: Lightening the Not-so-soft Touch of the Regulator

27 January, 2015

The regulatory pressures keeping wealth managers away from their core day job – running money – are unlikely to abate anytime soon, which is where companies like Pershing come in.

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01/27/2015
Portfolio Adviser: Why Wealth Managers Must Act Now to Save Their Future

19 November, 2015

Break a mirror, and you’ll get seven years of bad luck. Break the banking system, and it’ll take that long just for regulators to work out who’s to blame.

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11/19/2015
portfolio institutional: Fishing in Dark Pools

02 October, 2015

Dark pools have been hitting the headlines for all the wrong reasons, but navigated correctly can be a valuable tool for large trades.

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10/02/2015
Professional Adviser: The Digital Adviser: Time to Think Beyond Your Website

08 March, 2016

Pershing's Ileana Sodani believes there is more to being a ‘digital adviser' than a snazzy website. Clients are willing to pay for the multi-channel experience, she writes.

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03/08/2016
Professional Adviser: Digital Experience: How to Give Clients Exactly What They Want

25 August, 2015

Ileana Sodani explores how advisory firms can harness digital innovation to enhance the client 'experience' and drive business growth.

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08/25/2015
The Trade: Banks Running Risks with "20-year Old Technology"

04 July, 2016

It is crucial that financial institutions future-proof their technology and implement new architecture onto legacy systems carefully so to avoid any unforeseen operational risks, according to BNY Mellon Pershing.

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07/04/2016
The Trade: Life Beyond the Bulge Bracket

14 January, 2015

Mid-tier and specialist brokers have a critical long-term role serving the institutional buy-side, but only if they can adapt to the post-crisis era.

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01/14/2015
The Trade: Revival of the Sales Trader

12 April, 2017

Newer process instruments are finally being designed with mobility in mind. Michael Horan of BNY Mellon's Pershing is quoted.

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04/12/2017
The Trade: Struggle Ahead for Fixed Income Platforms

15 January, 2016

Trading platforms in the fixed income market will continue to struggle to gain a foothold in the market, according a whitepaper from BNY Mellon. 

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01/15/2016
thewealthnet.com: Now More Than Ever, Wealth Management Firms of all Shapes and Sizes Can Flourish, Says Pershing CEO

30 November, 2016

Geoff Towers talks about how there is growing opportunity for a wide range of firms with differing approaches and business models to succeed.

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11/30/2016
thewealthnet.com: Pershing: Wealth Management Can Prosper Without the Baby Boomers

08 December, 2015

Wealth management will survive the transfer of wealth from the boomer generation despite some seemingly dire sounding demographics, according to Pershing.

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12/08/2015
Waters Technology: Dark Pool Caps: Lighting Up the Darkness

02 June, 2016

Restrictions on the use of dark-pool trading waivers come into force as part of MiFID II but some in the industry believe the rules will do more harm than good.

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06/02/2016
Waters Technology: MiFID II: Best Execution May See Heads Roll

01 November, 2016

The incoming changes to best execution practices mean participants across the industry must get to grips with various data challenges.

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11/01/2016
Wealth Adviser: Pershing to Support Tilney Bestinvest/Saga

06 April, 2016

Pershing Limited has been selected to provide full UK wrap administration and execution capabilities to Saga Investment Services, the new joint venture from Tilney Bestinvest and Saga.

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04/06/2016
WealthBriefing: Geoff Towers - Pershing Sees "Enormous Tailwinds" For Global Wealth Management

16 December, 2016

The managers of the wealth management platform at Pershing enjoy one of the best seats in the house when it comes to seeing the flows of money and industry trends affecting today’s industry. This business, part of BNY Mellon, has certainly been close to the action, whether it be around the impact of UK regulations to financial advisors, outsourcing of back-office functions and developments in technology.

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12/16/2016
WealthBriefing: Mattioli Woods Signs Five-Year Deal With BNY's Pershing

22 December, 2016

Mattioli Woods has reappointed BNY Mellon’s Pershing, a provider of outsourcing solutions for private client firms, to assist with safeguarding client investments as part of a five-year deal.

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12/22/2016
WealthBriefing: Pershing - What Wealth Management Clients Want - The Generation Challenge

31 March, 2016

It is well known that different generations of high net worth individuals will have varying requirements from advisors. However, wealth management practitioners can address the challenges, this article argues.

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03/31/2016