Category: FinTech

BBH has partnered with BestX, the State Street-owned FX TCA vendor, to provide its currency administration platform users with independent TCA. This will improve transparency through independent execution analysis, adding to BBH’s existing FX hedging solutions, which include multi-bank agency execution and performance analytics.

1fs Wealth, a UK-based global wealth intelligence provider, has established a strategic partnership with Apex. 1fs Wealth’s AI-driven platform enables wealth owners to consolidate their assets, control risk, manage ownership and derive insights around their portfolio. Through the partnership, Apex clients will have access to 1fs Wealth’s digital infrastructure, which has the potential to help…

Taskize, the Euroclear-owned fintech, has appointed Diederik Geeraerts as CEO. He was most recently, global head of client service within Euroclear Bank and deputy branch manager of Euroclear’s Poland branch office. James Pike, currently Taskize’s interim CEO, will assume the role of chief revenue and business strategy officer. He replaced Philip Slavin, who decided to…

Pirum, the fintech for securities finance and collateral management, has extended its CollateralConnect service integration with Euroclear’s triparty collateral management platform to support mutual clients’ collateral optimisation needs. The extended connectivity between Pirum and Euroclear allows mutual clients to direct collateral allocations to Euroclear’s triparty collateral management environment. To determine their optimal collateral allocation, mutual…

Close Brothers Asset Management and SEI have formed a partnership to support CBAM’s operational transformation and growth. CBAM will adopt the SEI Wealth Platform (SWP) and SEI Data Cloud, which provides access to real-time data and analytics to leverage a fully integrated technology and operational outsourcing solution. A number of CBAM employees will also join…

Taskize, the investment ops collaboration platform and Euroclear-owned fintech, has appointed Helen Adair as global head of business development and Alfred Escobedo as head of business development for the LATAM region. Adair was most recently at Morgan Stanley, where she was global head of client onboarding having previously spent over 12 years at J.P. Morgan.…

Citi and Fidelity International have run a PoC of an on-chain money market fund with a digital foreign exchange swap solution which delivers real-time settlement. This on-chain solution could enable investors to conduct seamless and real-time settlement of multi-asset positions in different currencies. The collaboration is under the aegis of Project Guardian, a Singapore-based collaboration…

Thomas Miller Investment, a UK-based manager, has selected Amundi Technology, the provider of investment management technology and solutions, and its ALTO Investment platform, to streamline its operating model and consolidate its investment management systems. The ALTO platform encompasses a range of components, including portfolio analysis, data management, trading, cash management, investment compliance, performance contribution, reporting,…

Allvue Systems, a U.S.-based provider of technology solutions for alternative asset managers and administrators, has launched Fund Administration Essentials, a suite of technology solutions purpose-built for emerging fund administrators to enhance operational efficiency and optimise the investor experience. The solution is tailored for emerging fund administrators to provide support for GPs and their investors. Fund…