Year: 2024

Axos Bank, the bank subsidiary of Axos Financial, Inc., has partnered with Socium Fund Services, a Suntera Global company specialising in private equity and private credit fund administration, to upgrade Socium’s loan agency offering and overall fund administration services for its private fund clients. This alliance enables Socium to manage all loan file management operations…

Droit, a technology firm specialising in computational law and regulation, will partner with FINBOURNE Technology, a provider of cloud-based investment data management software, to launch an end-to-end position reporting solution for increased regulatory transparency. Over one hundred global jurisdictions have position reporting obligations, requiring market participants to report equity and equity derivatives holdings to regulatory…

6 Monks has become the first AIFM authorised to manage third-party digital assets funds, following recent approval from Luxembourg’s Commission de Surveillance du Secteur Financier (CSSF). This marks the first time professional investors in European jurisdictions have been permitted to invest directly into digital assets through a regulated or semi-regulated AIF. 6 Monks has appointed…

CACEIS has renewed its partnership with GemCap Investment Funds (Ireland) PLC, a multi-manager UCITS platform supported by Gemini Capital Management, a UCITS ManCo. GemCap is a specialist in the UCITS fund space, offering Irish-based operational and regulatory solutions. The renewal, for >EUR4.7bn (USD5bn) AuC/A, covers depositary, custody, fund accounting, transfer agency and production of financial…

Northern Trust has upgraded its SAP Financial Asset Management application to SAP S/4HANA, which enhances its insurance investment accounting and analytics services solution, developed to support the full spectrum of investment accounting and regulatory reporting needs for U.S. insurance companies and corporate and endowment markets. The upgrade incorporates Northern Trust’s interactive digital interface with SAP…

C’est reparti! Plus ça change, plus c’est la même chose. One of my very favourite poems is this (I wonder why): He that buys land buys many stones, He that buys flesh buys many bones, He that buys eggs buys many shells, But he that buys good ale buys nothing else. It returns to me…

FundBank, the banking fintech specialising in the asset management sector, has appointed Laura Accurso as chief executive officer and general counsel of its Cayman operation, replacing Colm O’Driscoll, who is promoted to a global leadership role. Accurso was previously chief banking officer. Earlier this year FundBank appointed Steve David as CEO of its European operations.

ULTUMUS has integrated Calastone’s ETF servicing technology with ULTUMUS’ COSMOS ETF creation/redemption platform. The integration allows a full, front-to-back deployment for fund managers and asset servicers to centralise and streamline the entire ETF process, from order capture and approval through order management, cash confirmation, settlement, and reporting. ULTUMUS claims to be the largest PCF calculation…

Temenos, the banking software company which owns Multifonds, has appointed Jean-Pierre Brulard as CEO. Andreas Andreades will retire from Temenos after 25 years of service, including 11 years as executive chairman and, since January 2023, taking on the role of CEO during the board’s extended search for a replacement. Brulard, who will be based in…

SimCorp has launched a new flagship integrated platform solution for the buy-side, SimCorp One. SimCorp One includes Dimension, Axioma, client communications, data management services, and business services, as well as SimCorp’s ecosystem of third-party solutions, all connected to its IBOR platform.