Equiom, a UK-based provider of private client, family office, and corporate services, has appointed Jonathan Wheeler as head of Middle East. Based in Dubai, he will lead the strategic direction and operations across Equiom’s Middle East businesses, overseeing offices in Dubai, Abu Dhabi, Qatar, and Saudi Arabia. Wheeler was previously at TMF Group.
Year: 2024
Next Gate launches AI research project
Next Gate Tech, a Luxembourg-based provider of technology solutions for the investment funds operations industry, has initiated a research project named NGT Intelligence. The project focuses on the integration of AI across various components of Next Gate Tech’s technology. The Luxembourg government has awarded a grant of EUR2.48m, which is part of a larger EUR5.5m…
FNZ hires head of ops & delivery
FNZ, the wealth management platform provider, has appointed Jan Wohlschiess as group head of operations and delivery. He will be responsible for overseeing FNZ’s global operations and delivery functions. He was most recently global chief operating officer at the private bank and wealth management business of Barclays Group. FNZ recently appointed a new CEO, Blythe…
Copper appoints new CEO
Copper.co, the UK-based provider of digital asset custody, collateral management and prime services, has appointed Amar Kuchinad as its new global CEO. Kuchinad takes over from Copper’s founder, Dmitry Tokarev, who has stepped back from his role as CEO after seven years. Tokarev will remain closely involved in Copper’s future, both as the board’s founder…
Enfusion hires senior managers
Enfusion, a provider of software SaaS solutions for investment managers, has appointed Arman Artuc as head of engineering and Jesper Cordes to head of client services Americas. Artuc was previously global head of liquidity technologies at Instinet. In his new position he will partner with newly appointed chief product officer Chris Sturhahn, who joined from…
State Street expands LatAm presence
State Street has appointed Maria Ximena Vasquez Barbosa as regional sales head for Latin America & Caribbean. She will also spearhead its move into Mexico. She will be based in Mexico City, reporting to Oliver Berger, head of emerging growth markets for State Street. State Street has established operations in Colombia, Chile and Peru. Barbosa…
WisdomTree returns to BNY
BNY has been appointed by WisdomTree to provide custody, accounting, fund administration, ETF services and securities lending across its U.S.-listed ETFs, covering USD80.7bn AuM. BNY has also been awarded fund accounting and administration of WisdomTree’s Bitcoin ETF and suite of tokenised funds. The outgoing provider is State Street, which took the mandate from BNY over…
Finbourne hires COO
Finbourne Technology, the UK-based fintech, has appointed Francesca Lubbock as chief operating officer. She will oversee Finbourne’s day-to-day operations, focusing on scaling business processes, optimising performance, and driving strategic initiatives to enhance client satisfaction and operational excellence. She was previously in private practice.
Altered takes stake in ZILO
Altered Capital has become a significant shareholder in ZILO, the UK-based technology company currently specialising in transfer agency and the investor experience. Altered has acquired a 6.5pct stake from several early seed investors. Altered joins other investors in ZILO, including Fidelity International Strategic Ventures, Portage, State Street and Citi.
Aztec hires for U.S.
Aztec Group, the C.I.-based administrator, has hired two seniors for its U.S. business. Sadrack Belony joins as head of U.S. investor services, and Megan MacAniff joins as head of U.S. client solutions. Belony will lead and grow the investor services team and functionality, including investor services, corporate services, and treasury and banking. He has previously…