Category: Bank Providers

Citi’s services business, which incorporates payments, liquidity management services, trade and working capital solutions, issuer services, and investor services, has appointed Steve Taylor as head of data and client platforms for issuer services and investor services. He is based in Boston, reporting to Okan Pekin, who has oversight of Citi’s custody, fund services and execution…

Nh1816 Verzekeringen,a Dutch cooperative insurer, has appointed CACEIS to provide custody, administration, performance measurement, compliance monitoring, execution, and regulatory reporting services. Nh1816 is the leading Dutch provider of private non-life insurance through its network of financial advisors, with some EUR620m in revenues, EUR1.2bn in investments, 2.6 million policies, and >610K insured individuals.

Clearwater Analytics, a U.S.-based provider of investment management, accounting, reporting, and analytics solutions, has appointed George Hindmarsh as head of sales and business development for Asia-Pacific. He joins Clearwater from Citi, where he held senior roles in securities services across London, Edinburgh, Singapore, and Hong Kong. Most recently, he was responsible for Japan, Asia North…

BBH has connected its API solution with Clearstream to simplify the account opening process for investors. The connection allows account opening requests to be sent electronically between BBH and Clearstream by transmitting investor information over the API, reducing manual processing risks and improving efficiency of the onboarding experience.

State Street has appointed Sarah Salih as EVP and head of North America for its investment services business. Salih is based in Boston and reports to Joerg Ambrosius, president of State Street Investment Services. She joins from HSBC Securities (USA), where she was most recently head of regional coverage, Americas.

Citco, the asset-servicing provider to the alternative investment sector, has appointed Michelle Clements and Joep Hamers as co-heads of real assets, Citco Fund Services. Clements, based in North America, joined Citco in 2022 as the head of North America real assets. Prior to joining Citco, she was with BNY for seven years as head of…

After 35 years with Citi, the last 11 as global head of securities services, Okan Pekin is leaving the bank. It is understood that he will take some time off and that he is not moving to a competitor. In the meantime, issuer services will report directly to Shahmir Khaliq, head of services, whilst a…

Ali Osman has joined Waystone as head of product pricing and leads global pricing strategy. Before joining Waystone he was product manager for institutional investors at BNP Paribas. Prior to this, he held a combination of product solutions, strategy and financial management roles in both the UAE and the UK for Citi’s custody and fund…

Mathilde Guerin, one of the superstars of the SGSS senior management team, has left the business to take a new role as deputy head of cash clearing & correspondent banking. Guerin joined SGSS in 2011, and was most recently global head of product engineering. SGSS recently appointed Gaëlle Duclos (another superstar) as deputy head.