Colm O’Brien has joined Ocorian as head of EMEA sales – funds. Prior to joining Ocorian, he was global head of sales, alternatives, for BNP Paribas’ securities services business.
Year: 2025
Lee Marshall joins JTC
JTC,, a C.I.-based provider of professional services, has appointed of Lee Marshall as managing director of JTC luxembourg s.a.
Gen II hires head of depositary services
Gen II Fund Services LLC has appointed Massimo Bernacchia as its new head of depositary services in Luxembourg. He will be responsible for the leadership and development of depositary services in Europe. He joins Gen II from a global wealth manager where he was the head of the business’s safekeeping and cash monitoring team for…
Highvern to combine with Permian
Highvern, Telemos Capital and Permian have signed binding agreements to combine Highvern and Permian to create a funds and private capital services provider. Existing shareholders will re-invest alongside both senior management teams. Telemos, backed by the Jacobs family, will ensure the new group has the financial support to continue investing in its service offerings, people…
Altum hires MD for Jersey
Altum , a C.I.-based provider of fund, corporate and family office solutions, has appointed Scott McClure as managing director for Jersey. In this role, He previously worked in a senior executive role at a global fund administrator.
Citi hires data chief from BNY
Citi’s services business, which incorporates payments, liquidity management services, trade and working capital solutions, issuer services, and investor services, has appointed Steve Taylor as head of data and client platforms for issuer services and investor services. He is based in Boston, reporting to Okan Pekin, who has oversight of Citi’s custody, fund services and execution…
Upvest selects Clearstream
Clearstream has been selected by Upvest, a Europe-based investment infrastructure provider, for investment fund processing, execution, and distribution support services. Upvest is used by fintechs, banks, and wealth managers to offer end users access to investment products.
Saphyre hires industry veteran
Tom Kinnally, a former Morgan Stanley & BlackRock managing director, has Joined Saphyre, the specialist fintech. He will focus on accelerating Saphyre’s client engagement and growth. Kinnally will assist Saphyre’s executive leadership to deploy intelligent solutions for trade settlement.
CACEIS wins in Netherlands
Nh1816 Verzekeringen,a Dutch cooperative insurer, has appointed CACEIS to provide custody, administration, performance measurement, compliance monitoring, execution, and regulatory reporting services. Nh1816 is the leading Dutch provider of private non-life insurance through its network of financial advisors, with some EUR620m in revenues, EUR1.2bn in investments, 2.6 million policies, and >610K insured individuals.
Apex hires for transformation
Apex has appointed a new global head of transformation. Based in New York, Don Yeisley will lead the delivery and improvement team, focusing on client-driven technology and business process initiatives and improvements.