Janney Montgomery Scott, a U.S.-based wealth management, financial services, and investment banking firm, has appointed SS&C to provide investment performance and reporting. Janney will deploy SS&C’s performance measurement and client reporting technology and outsourced operational services for its wealth management business.
Month: October 2022
Cooper Wood appoints brand ambassador
Cooper Wood & Associates, the UK-based asset management and asset servicing consultancy, has appointed Terry Alleyne as a brand ambassador, which will involve him engaging with existing clients, and developing and promoting the Cooper Wood brand to a broader audience. Alleyne spent 23 years with Citi, and was most recently a relationship manager in HSBC’s…
Carrara appoints SS&C GlobeOp
Carrara Capital, an Australia-based investment management firm, has appointed SS&C GlobeOp as fund administrator for its recently launched multi-strategy fund.
Citi launches Proxymity in A&NZ
Citi has launched Vote Connect Total, a digital proxy voting service provided by Proxymity, in Australia and New Zealand. As part of this arrangement, Proxymity will manage the full life cycle of proxy voting services for Citi clients in the ANZ markets. Proxymity Vote Connect Total is the digital proxy service powered by Proxymity’s investor…
State Street hires for senior Asian TA role
State Street has hired Aaron Ng as head of transfer agency client services & operations for Hong Kong & Japan, He is based in Hong Kong. He spent more than nine years with HSBC in Hong Kong, most recently as senior product manager, global distribution support & transfer agency services, before leaving in 2020.
SS&C hires State Street veteran
John Mason has joined SS&C in the UK as a sales director for the asset & wealth management sector. Mason previously spent nearly 25 years with State Street, most recently as a business development manager in Singapore.
Ultimus LeverPoint adds SVP to BD team
Ultimus LeverPoint Private Fund Solutions, the private capital fund administrator owned by Ultimus Fund Solutions, has hired Scott Trimble as a senior vice president of business development. Trimble has over 25 years of experience in fund administration, asset management and capital acquisition, as well as investment technology. In his most recent position as vice president…
Broadridge automates CREST events processing
Broadridge, the U.S.-based fintech, is to improve automated processing of corporate action and dividend events managed through the Euroclear CREST platform in the UK. The service includes event creation, instruction management, and payments processing and settlement, helping to reduce risk and cost.
RBC hires two senior managers for Canada
RBC has hired Kevin Lui as head of custody product. He left Citi earlier this year after nearly 29 years. Additionally, Marijana Jovanovic has recently joined as head of product transformation, Canada. She joins from Manulife, where she was most recently responsible for leading transformation of the corporate treasury function. Prior to this, she was…
U.S. Bank promotes two GFS managers
Following Linda Gorman’s recent departure, U.S. Bank has confirmed Didier Delvaux as head of its global fund services business in Europe. Delvaux is currently head of the Luxembourg operation. Ken Somerville is confirmed as head of global fund services in Ireland.