Category: Bank Providers

BNP Paribas has been awarded a mandate from UniCredit Group to provide custody and settlement services to its entities in Italy, Germany and Luxembourg. BNP Paribas will provide specialised services that are tailored to UniCredit S.p.A., UniCredit GmbH, and UniCredit International Bank S.A. for their settlement, custody and clearing needs. The service spans different locations,…

Timeline, the UK-based fintech platform for financial advisers, has launched its first multi-asset fund, following regulatory approval by the Financial Conduct Authority. Northern Trust Asset Management has been appointed as the sub-investment manager on the fund-of-funds structure, continuing a relationship with Timeline which began in 2021 with a mandate to manage pooled investments. Northern Trust…

Confluence, a fintech providing enterprise data, software, and AI-driven solutions for regulatory, analytics, and investor communications in the investment management industry, has appointed Spiros Giannaros as CEO, effective immediately. Mark Evans, founder and CEO, will transition to executive chairman. Confluence is backed by Clearlake Capital Group, L.P. Giannaros was most recently CEO of Charles River…

State Street and Apex Fintech Solutions have formed a partnership that includes a minority investment by State Street into Apex Fintech Solutions. State Street will leverage Apex’s digital custody and clearing platform to expand its wealth services offerings. Apex Fintech Solutions is a fintech platform provider with >200 clients and 22 million brokerage accounts holding…

State Street has been appointed by Columbia Threadneedle Investments, the asset management group of Ameriprise Financial, Inc., to provide expanded fund accounting, administration and custody services for Columbia Threadneedle’s pooled funds, including ETFs, in the U.S. and Europe with USD431bn AuM. State Street has provided back-office services to various legacy Columbia Threadneedle mutual funds going…

Two new mandates for Northern Trust: It has been selected by the State of New Mexico Educational Retirement Board (NMERB) to provide asset servicing solutions to the USD18.5bn fund, including custody, accounting, post-trade compliance, performance measurement and advanced support for alternative and derivative investments as well as financial reporting. Northern Trust has been appointed to…

Pirum, the fintech focused on the securities finance and collateral management sector, has appointed Ben Challice as CEO. Challice re-joined Pirum last year as president & chief of strategy from J.P. Morgan, where he led its trading services business globally.

Apex has appointed Kimberly DeTrask as CFO and Maxwell Johnston as chief business officer (CBO). DeTrask joins from State Street, where she has served for over 12 years, most recently as treasurer. Before joining State Street, she spent more than 14 years at the Federal Reserve Bank of Boston, where she worked in the risk…