Fenergo, the Ireland-based provider of digital solutions for know your customer (KYC) and client lifecycle management (CLM), has launched its services in Mexico in response to rising money laundering, increased regulatory scrutiny and an over reliance on manual processes within financial institutions.
Year: 2022
Directa links to Clearstream
Directa, the Italian online broker, has signed an agreement with Clearstream to provide Italian investors with access to Clearstream’s global funds portfolio. Through Directa’s trading platform and network of financial advisors, clients can access Clearstream’s funds suite with more than 190,000 international funds in 50 jurisdictions worldwide. CACEIS Bank Italy Branch will act as local…
Oak appoints Jersey MD
Oak, the C.I.-based administrator, has appointed Jo Gorrod as managing director, Jersey. She joined Oak in 2018 as client services director, having previously held the same position at Equiom Group.
BNY Mellon hires JPMC veteran as global head of consultant relations
Josh Lavender has joined BNY Mellon as global head of consultant relations for securities services & digital, based in the U.S. Lavender spent over 13 years at JPMorgan Chase, most recently as head of U.S. asset owner consultant relations for the securities services business.
Momentum consolidates P&A with SS&C
Momentum Investments, part of the Momentum Metropolitan Group, has selected SS&C Sylvan to help streamline its investment performance measurement activities and support its future growth. Momentum Investments is one of South Africa’s leading investment management businesses, serving retail and institutional investors, with AuM/A of over ZAR550bn (USD41bn).
IQ-EQ hires global head of securitisation & private debt
IQ-EQ, the Luxembourg-based investor services provider, has hired Stefan Rolf as global head of securitisation and private debt, a newly created leadership position. Before joining IQ-EQ, Rolf was ING Bank’s global head of balance sheet distribution. Based out of IQ-EQ’s Amsterdam office, he will play a key role within IQ-EQ’s debt, capital markets & corporates…
BNY Mellon hires again from BBH
BNY Mellon has hired Nat Watson as a senior relationship manager within the banks, broker dealers and insurance segment, based in Boston. Watson previously spent 12 years at BBH.
Cowen Digital hires director of institutional sales
Jackie Rose has joined Cowen Digital as director, institutional sales. working with the PolySign and MG Stover teams to offer the full suite of execution, custody, fund administration and prime brokerage services, including research and cap intro. Rose was previously head of institutional business development at Blockchain.com. Launched in March 2022, Cowen Digital is the…
Gus Harris appointed to Alter Domus group executive board
Alter Domus, the Luxembourg-based provider of integrated solutions for the alternative investment industry, has appointed Gus Harris, head of AD Data & Analytics, to its group executive board, where he will continue to report to Doug Hart, CEO. In his current role, Harris leads Alter Domus’ data and analytics products strategy and team, developing new…
SEI hires new global sales director for fund services
Edwin (Ed) Parker has joined SEI as global sales director for SEI Fund Services, based in London. Parker was previously head of European fund services sales for Maples Group, and has also worked at BNY Mellon, Northern Trust and SS&C.