Year: 2021

JTC Americas has been appointed to provide fund administration services for RevOZ Fund III, LP, a fund facilitated by RevOZ Capital, a U.S.-based opportunity zone platform focused on high-impact real estate developments in OZ communities across the country.

Charles River Development, a State Street company, has appointed Caroline O’Shaughnessy as head of EMEA, where she will be responsible for all business oversight within the region. She joins from The London Stock Exchange Group, where she was chief client officer, global head of sales and marketing for its information services division, and group head…

SimCorp and Citi have formed an alliance through which Citi’s securities services business will integrate post-trade custody data with SimCorp to offer a front-to-back user experience for mutual clients. The collaboration brings together SimCorp’s technology and service solutions with Citi’s proprietary custody network to help clients with data consolidation and consumption, and enhance productivity. The…

Ultimus Fund Solutions, an independent administrator based in the U.S., has hired Nicole Tichota as to lead the transfer agent account services and financial control teams. In this role, Tichota and her team are responsible for improving the shareholder experience, including managing client-shareholder communications, and leveraging the firm’s technology. Most recently, Tichota led an operations…

CIBC Mellon is expanding its coverage in the Province of Quebec to support growing regional client needs. The Quebec expansion follows the company’s expansions in Mississauga in 2016 and Winnipeg in 2019. CIBC Mellon has appointed Michael Graham to lead the provincial growth strategy. The first phase of the company’s plan expands its bilingual relationship…

Confluence Technologies, a technology solutions provider for the investment management and administration industry, has agreed to acquire Investment Metrics for USD500m. Investment Metrics is a provider of investment data, performance, analytics and research software solutions for institutional investors and advisors. Investment Metrics services more than 400 clients across 30 countries, representing over USD14trn in AuA.