Clearwater Analytics, the U.S.-based provider of SaaS-based investment management, accounting, reporting, and analytics solutions, has appointed Fleur Sohtz as chief marketing officer. She was most recently CMO at Xceptor.
Year: 2024
Nedgroup Investments selects Northern Trust
Northern Trust has been selected to provide outsourced trading via its Integrated Trading Solutions (ITS) for Nedgroup Investments, a global asset management firm with >USD20bn AuM. Nedgroup Investments is a division of Nedbank Group Ltd. Northern Trust will support Nedgroup Investments’ new in-house multi-boutique platform which specialises in fixed income. The premier fund on the…
Simply the Best
Fifty years after the global custody business was sparked alive by both BBH and Chase, it seems appropriate to look back and identify some of the leaders who helped to transform the industry from a pure-play, back-office operational backwater to being the trusted provider of value-added services to asset owners and managers around the world.…
JTC acquires Buck businesses
JTC, the C.I.-based professional services provider, plans to acquire the Buck UK and European share plan administration and trustee businesses (Buck Share Plans) from Arthur J. Gallagher & Co, a global insurance brokerage, risk management and consulting services firm. Completion is subject to regulatory approvals. The acquisition will add 16 employees based in the UK,…
Amicorp hires for Lux
Amicorp Fund Services, the Hong Kong-based fund services group, has added Clive Short to its team in Luxembourg. Short, with nearly twenty years’ experience in managing or supporting pan-European PERE funds, joins the team as commercial director. Prior to joining Amicorp, he worked in investment management for Barings, Deutsche Bank and AXA Investment Managers, before…
Woodbridge appoints Equity Trustees
Woodbridge Capital, an Australia-based investment manager and non-bank lender, has appointed Equity Trustees as trustee of the Woodbridge Private Credit Fund. Earlier this year Equity Trustees was appointed as the Responsible Entity (trustee) for the Woodbridge Secured Income Fund.
BNY adds global head of marcom
BNY has appointed Steve James as global head of marketing and communications. He reports to Jayee Koffey, head of enterprise execution and chief corporate affairs officer at BNY. He joins BNY from Fannie Mae. Natalie Sunderland, who was chief marketing and communications officer, is leaving the firm. BNY also has a chief communications officer, Garrett…
Path Crypto appoints Gemini
Gemini, the digital asset service provider, has been appointed as the custodian for Path Crypto’s Managed Portfolios, a robo-advisor investment platform that offers tailored digital investment strategies for retail and institutional investors. Path Crypto, a registered SEC investment advisor, recently launched the Managed Portfolios program in the U.S. and has plans to expand internationally later…
Komainu appointed by Nasdaq
Nasdaq has appointed Komainu, the C.I.-based digital asset custodian, as a core custodian for its suite of crypto indices. This follows a similar arrangement between Nasdaq and Zodia Custody.
State Street promotes Ambrosius
State Street has appointed Joerg Ambrosius as president of investment services, State Street’s largest business. He will retain his current duties as chief commercial officer. The role has been vacant since COO & president Lou Maiuri left at the start of 2024.