Year: 2022

Jaid (formerly Opsmatix), a fintech providing AI-powered human communication solutions, has completed a GBP3m (USD3.1m) funding round led by Sure Valley Ventures, a VC firm that invests in early-stage software companies. Jaid provides AIaaS solutions to businesses to automate a variety of use cases, including client service automation, sales automation, payment exception processing, and claims…

Apex has been appointed by by BrightEdge LLC, the impact investment and venture capital arm of the American Cancer Society (ACS) to provide fund administration services to the ACS Impact Venture Fund. BrightEdge invests in for-profit early-stage companies that are developing cutting-edge cancer-focused therapies, diagnostics, devices, and technologies. Financial returns generated from investments will be…

Roel Langelaar has been appointed managing director of Ocorian (Netherlands) B.V. Based in Amsterdam, he will be responsible for client services, business development, relationship management, and risk and compliance in the Netherlands for Ocorian, the C.I.-based provider of fund administration, capital markets, corporate and fiduciary services. Langelaar was most recently managing director and jurisdictional head…

HIGHVERN, the C.I.-based private wealth, fund and corporate administration provider, has appointed Tim McBain as group head of technology. He will oversee the implementation and integration of technology across the group’s offices, located in Cayman Islands, Guernsey, Ireland, Jersey, Switzerland the UK. McBain joins from Saltgate.

Following the recent changes in senior management, which saw Richard Godfrey depart and Sébastien Danloy installed as interim global head of securities services, HSBC’s securities services business is moving away from its sector structure and streamlining its governance framework. At the management level, the changes cover: Product: Suvir Loomba, previously head of direct custody &…

Apex has appointed Felix Edgren as regional head of corporate product – Nordics. Based in Sweden and reporting to HP van Asselt, global head of corporate products & growth, Edgren will be responsible for leading the delivery and growth of Apex’s corporate services, business services and capital markets services in the Nordic region, as well…

Cramer Rosenthal McGlynn, LLC, a US based value equity manager, has implemented the Linedata Longview OMS suite from Linedata, the France-based provider of asset management and credit technology data and services. The platform operates across trading, pre- and post-trade compliance, reporting, and operations.

Fenergo, the Ireland-based compliance solutions provider, has hired Tracy Moore as director of strategy for the Americas. Moore will oversee the development and execution of business strategy across Fenergo’s operations in North America, including those in the U.S., Canada, and Latin America. Moore joins Fenergo with over 25 years of experience in investment banking, covering…