Liontrust, the UK-based asset management company with GBP26bn AuM (USD33bn), has strengthened its data management, delivery and analysis through the implementation of an enterprise portfolio management system that is integrated with a new data ecosystem. The new technology solution improves investment and risk tools, enables productivity gains and enhances the information supplied to Liontrust’s investment…
Category: BNY Mellon
TMF hires three seniors
TMF Group, the Netherlands-based provider of compliance and administrative services, has appointed three new leaders to its ExCo. Dan Thomas will be joining as chief commercial officer (CCO). He has served on the ExCo of KPMG UK for the past seven years and previously held several leadership roles within KPMG, including head of corporates and…
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…
State Street hires digital chief
State Street has appointed Vanessa Fernandes as head of digital asset solutions. Fernandes, who will be based in New Jersey, will report to Donna Milrod, chief product officer. Prior to joining State Street, Fernandes was global head of digital experience at BNY Mellon.
Senior hires at BNY
Two senior hires at BNY Mellon: Paul Fleming joins as head of alternatives, based in Boston. Fleming was previously global head of alternatives at State Street before leaving in 2023. Earlier this year BNY hired Elliott Brown for the role, but he has subsequently left the firm. Bryan Ireton joins as head of client service,…
BNY to acquire Archer
BNY has entered into a definitive agreement to acquire Archer Holdco, LLC a provider of managed account solutions to the asset and wealth management industry. Archer provides asset and wealth managers with middle- and back-office solutions to address the managed account needs of institutional, private wealth and retail investors.
FNZ changes senior management team
FNZ, the end-to-end global wealth management platform, has appointed a new senior management team following the decision of Adrian Durham, FNZ’s founder, to transition from his role as group CEO to a non-executive role as founding director and senior advisor. He will continue to sit on the group board and will remain a significant shareholder…
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,…
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…
JTC hires for Ireland
JTC, the C.I.-based administrator, has appointed Lloyd Collier as a senior director responsible for the growth of its institutional client services business in Ireland. Prior to joining JTC, Collier spent two decades with BNY.