Year: 2023

Société Générale Securities Services in Italy has been selected as provider of custody and trustee services by Inarcassa, Italy’s national social assistance fund for self-employed engineers and architects, for a five-year term. Inarcassa has EUR13bn (USD14bn) AuM.

FINBOURNE Technology, the UK-based data management fintech, has appointed Neil Ryan as head of product marketing and solution positioning.  Ryan was most recently global head of investment analytics & data services at BNP Paribas’ securities services business.

BNP Paribas’ securities services business has appointed Jean-Marc Friess and Thomas Durif as co-heads of its data & digital services business. Friess is appointed chief digital services officer for securities services. In his new role, he will continue to lead securities services’ digital channels and services roadmap and will take over the lead of its…

Apex has agreed to acquire Retransform from The Annet Group. Retransform is a global real estate service provider offering technology solutions and managed services to commercial, retail, residential and corporate real estate clients. Apex and Annet are also establishing a joint venture to develop software in the areas of data analytics, valuation, and digital twins…

ULTUMUS, the ETF fintech owned by SIX Group, is forming a strategic partnership with BNP Paribas’s securities services business for ETF servicing agent capabilities. As part of the partnership, BNPP will leverage ULTUMUS’ create/redeem COSMOS platform. The COSMOS platform has been selected to handle the lifecycle of the bank’s ETF-related operations, from approving new creation…

Aviva, the UK-based insurer, has gone live on the Clearwater Analytics platform for its investment accounting operations and regulatory reporting. Jonny Lee, finance & investment operations director at Aviva, said: “Being previously reliant on multiple legacy investment reporting models, we required a consolidated and reliable investment accounting and reporting solution. Clearwater’s single instance, multi-tenant architecture…

Brian Schell is to join SS&C as CFO, reporting to Bill Stone, chairman and CEO. Schell will join from Cboe Global Markets, where he was CFO and treasurer. He replaces Patrick Pedonti, who will stay on through the end of the year.

Apex has been appointed by BTC Investment Group to provide fund services to its Argento Energy Fund LP. The fund was launched by BTC in 2022 to manage investments in the U.S. onshore oil and gas industry. BTC is the family office of Benjamin Salinas, and is organised as a Mexico-based multi-strategy investment management fund,…