Category: People

Confluence, the U.S.-based technology solutions provider for the investment management industry, has appointed Sanjoy Chatterjee as chief strategy officer. Chatterjee is also the managing director of Confluence’s investment insights & research product division and will be responsible for defining the strategic direction of Confluence. Chatterjee joined Confluence with the 2021 acquisition of Investment Metrics, where…

SimCorp, the provider of SaaS investment management solutions, has appointed Edward Bee as managing director, Asia Pacific. Based in Singapore and reporting to SimCorp’s CEO, Christian Kromann, Bee joins from AllVue, where he was managing director, Asia Pacific. He takes over as from Oliver Johnson who has moved to the company’s head office in Copenhagen…

Northern Trust has appointed two vice chairmen. Longtime Northern Trust leaders Dave Blowers, president of national services in wealth management, and Lyle Logan, managing director, financial institutions group, have been named as vice chairmen. Their responsibilities include key strategic initiatives and the development of select clients and prospects globally. Blowers continues to report to wealth…

Société Générale has appointed Isabelle Salomone as head of SGSS in Switzerland. Based in Zurich, she now reports to Anne Marion-Bouchacourt, group country head for Switzerland and MD of SG Zurich branch, and to Nathan Derhy, head of international coordination for SGSS. Salomone succeeds to David Cihla, who recently retired. Salomone was previously deputy head.

Gen II Fund Services, LLC, thought to be the largest independent private capital fund administrator in the U.S., has shaken up its senior management team. Steven Millner becomes chief executive officer. Since co-founding Gen II in 2009, Millner has served as a managing principal and as a member of the firm’s executive committee. Gen II…

Suntera Global, the UK-based provider, has appointed Dan Bisson as managing director of its operations in the Channel Islands. He will oversee operations in both Jersey and Guernsey, leading a 130-strong team delivering a range of private wealth, fund and corporate services. Prior to his new role, Bisson was the managing director of Nedgroup Trust,…

Ultimus Fund Solutions, a U.S.-based independent provider of private equity fund administration, accounting, and investor solutions, has hired Sean McLean as senior vice president, retail alternative fund services. McLean will lead the fund accounting group that services Ultimus’ retail alternative fund business, which includes interval funds, tender offer funds, and business development companies. He reports…