Dale Grieve has joined J.P. Morgan as head of long term savings & wealth, UK and Ireland platform sales. He previously spent nearly 18 years at HSBC, most recently as head of UK sales & business development for the securities services business.
Category: Bank Providers
State Street expands Tahiri’s role
State Street has appointed Mostapha Tahiri, Asia Pacific CEO, to take on additional responsibilities to lead its Middle East business. In his expanded capacity, Tahiri will be responsible for all business activities for the Middle East and Asia Pacific regions. Based in Singapore, Tahiri will continue to report to Andrew Erickson, chief productivity officer and…
BNY Mellon hires head of digital assets product
BNY Mellon has hired Max de Guillebon as head of digital assets product. He recently stepped down as CEO of Zodia Custody, the UK-headquartered digital assets custodian owned by SC Ventures in association with Northern Trust.
U.S. Bank adds to Kedia’s role
Jim Kelligrew, vice chair of corporate and commercial banking at U.S. Bank, will be retiring from the company on June 30. Gunjan Kedia will assume an expanded leadership role, overseeing a combined wealth management and investment services and corporate and commercial banking organisation. Kedia is a company vice chair and has been with U.S. Bank,…
Loomis Sayles selects Mercatus
Loomis Sayles, an affiliate of Natixis Investment Managers with USD282bn AuM, has selected Mercatus as its technology partner for private markets investments, starting with its private credit business, launched in 2021. The collaboration with Mercatus, a State Street company, will build on Loomis Sayles’ existing relationships with both State Street and Charles River Development. The…
Northern Trust launches mobile app for FOS
Northern Trust has introduced a mobile app for its Front Office Solutions (FOS) platform. The app is available on the Apple App store for iOS devices and Google Play for Android devices. FOS is a cloud-based investment lifecycle platform that enables investment offices to view and analyse portfolio and investment information across all asset classes…
Holland College selects Northern Trust
In Canada, Northern Trust has been selected by Holland College to provide asset servicing solutions including custody, investment risk & analytical services and benefit payment services. Holland College provides hands-on, industry-focused training to individuals on Prince Edward Island, Canada.
BNPP upgrades CapLink
BNP Paribas’s securities services business has upgraded its digital offering to alternative fund managers and their investors with the release of two enhanced solutions: CapLink Investor and CapLink Private. CapLink Investor is a platform for fund managers, investors, and authorised contacts, offering information and insights across their fund holdings. CapLink Private offers digital reporting through…
U.S. Bank invests in Versana
U.S. Bank Investment Services has joined the latest fundraising round by Versana, a fintech focused on the syndicated loan market. As a leading trustee, particularly for CLOs, which make up 70pct of the institutional loan market, U.S. Bancorp is Versana’s first buyside-focused investor, which Versana hopes will assist in creating a network effect with the…
U.S. Bank hires GFS president
U.S. Bank has appointed Jay Martin as president, global fund services. Martin will join the senior leadership team of U.S. Bank’s Wealth Management and Investment Services (WMIS) division. He will be based in Milwaukee. The position has been vacant since Joe Neuberger left in late 2022. Christine Waldron, chief product officer for WMIS, has been…