IDR, the U.S.-based private markets onboarding hub, has hired Karina Fochtman as head of channel partnerships, based in Chicago. Her last industry role was at Allvue before taking a sabbatical.
Month: April 2023
Ultimus supports interval fund launch
Ultimus Fund Solutions, a U.S.-based independent administrator, has supported Flat Rock Global with the launch of its third interval fund, the Flat Rock Enhanced Income Fund. Flat Rock anticipates the fund will invest primarily in the junior debt tranches of collateralised loan obligations. Flat Rock is a U.S.-based alternative credit manager with >USD600m invested across…
Dale Grieve joins J.P. Morgan
Dale Grieve has joined J.P. Morgan as head of long term savings & wealth, UK and Ireland platform sales. He previously spent nearly 18 years at HSBC, most recently as head of UK sales & business development for the securities services business.
Altum hires corporate development chief
Altum Group, a UK-based provider of fund, corporate, and family office solutions has appointed Michael Riley as head of corporate development. He was previously at Sanne.
Waystone to acquire Link Fund Solutions
Waystone Group, the Ireland-based ManCo and asset servicing provider, has signed definitive agreements to acquire the Irish and UK businesses of Link Fund Solutions, a division of Link Group, subject to regulatory approvals and other contractual conditions. The acquisition will broaden Waystone’s UK offering to include transfer agency and alternative administration. It will add >USD190bn…
Ocorian appoints CCO
Ocorian, the C.I.-based fund services provider, has appointed Tania Mohacs as chief commercial officer. Based in London, she joined Ocorian in 2019, and was previously head of regulatory, legal and compliance.
State Street expands Tahiri’s role
State Street has appointed Mostapha Tahiri, Asia Pacific CEO, to take on additional responsibilities to lead its Middle East business. In his expanded capacity, Tahiri will be responsible for all business activities for the Middle East and Asia Pacific regions. Based in Singapore, Tahiri will continue to report to Andrew Erickson, chief productivity officer and…
STP hires strategy chief
STP Investment Services, a U.S.-based investment services provider with >USD400bn AuA, has hired David Whitaker as head of strategy & corporate development. Prior to STP Investment Services, Whitaker served for 16 years as president of Foreside Financial Group and, following its 2022 merger with ACA Group, the global services leader. He led the sale of…
Broadridge launches front-to-back solution
Broadridge, the U.S.-based fintech, has launched a trading solution that enables clients to achieve increased STP and efficiency, better trading decisions and client insights, improved controls, and reduced risk. The new solution aims to enable clients of Broadridge Trading and Connectivity Solutions to achieve greater agility and faster time to market, improved scalability, and reduced…
BNY Mellon hires head of digital assets product
BNY Mellon has hired Max de Guillebon as head of digital assets product. He recently stepped down as CEO of Zodia Custody, the UK-headquartered digital assets custodian owned by SC Ventures in association with Northern Trust.