Apex has appointed Michael Goering as product chief operating officer. Based in New York, Goering joins from S&P Global.
Month: April 2025
Alchelyst partners with Fund Recs
Alchelyst, the Ireland-based fund administrator for all alternative asset classes, has selected Fund Recs for its reconciliation software. Services provided by Fund Recs to Alchelyst include cash recs, position recs, and transfer agency recs, as well as custom recs and data workflow automation, all delivered through its SaaS solution.
Ogier expands in Ireland
Ogier Global, Ogier‘s corporate and fiduciary services division, has announced two significant milestones: the acquisition of an Irish fund administration licence and the appointment of Jeff Pamplin as its new head of fund administration in Ireland. Pamplin joins from Apex.
HSBC supports ZKB’s ETF launch
Zürcher Kantonalbank, Switzerland’s largest cantonal bank, has listed four ESG ETFs on the SIX Swiss Exchange. Three are domiciled in Ireland and one in Switzerland. HSBC is acting as AP and providing custody, depositary, fund administration and transfer agency services for the three ETFs domiciled in Ireland, which make up ZKB’s inaugural Ireland-domiciled ETF umbrella.
Euroclear adopts BBH API
Euroclear has adopted the BBH account opening API. Account opening requests and confirmations can now be sent electronically between BBH and Euroclear using the API, resulting in faster account opening times and a more scalable process for the platform. This reduces the time it takes to get money flowing into funds, giving the end investor…
HSBC launches PA platform
HSBC has launched a digital platform for both general and limited partners of global fund of funds to have better transparency of their underlying private asset investments, such as real estate, private equity, infrastructure or structured debt. The platform is powered by eFront Insight technology, BlackRock’s private markets technology solution from Aladdin. The new platform…
Ultimus supports KKM ETF conversion
Ultimus has supported KKM Financial in transitioning its Essential 40 mutual fund to an ETF. KKM Financial, an investment firm based in Chicago, launched The Essential 40 ETF, the latest addition to its suite of research-driven financial products. This new fund will utilise the benefits of the Northern Lights Fund Trust II series trust.
Mallett joins GoldenSource
Marc Mallett, previously chief strategy officer at Northern Trust, has been appointed as chief commercial officer at GoldenSource, a U.S.-based data management firm.
Ocorian hires head of sales excellence
Ocorian, the C.I.-based provider, has appointed Markus Jolic as head of sales excellence. Based in Switzerland, he reports to Frank Hattann, chief commercial officer. Prior to joining Ocorian, he was area sales lead EMEA at UL Solutions.