Category: People

Apex has appointed Robert Walton as head of ManCo services – Africa. He joined Apex through its acquisition of Boutique Collective Investments and Boutique Investment Partners in 2023. His remit will now include being CEO of Fundrock Management Company.

Montis Group, the Luxembourg-based fintech focused on the development of DLT-based post-trade solutions, has hired Steve Smith as COO. He previously served as COO at Linear Investments. Terry Gibson also joins as head of product. His previous roles include head of post trade solutions at LSEG Technology, head of product management at SGX, executive director…

Waystone, the Europe-based provider of specialist services to the global asset management industry, has appointed Pervaiz Panjwani as chief product officer. Prior to joining Waystone, Panjwani was at Citi, where he held several global and regional senior roles across product, sales and relationship strategy in asset servicing, including co-global head of fund services, where he…

Euroclear has appointed Nils Jean-Mairet as CFO, completing the ExCo under the new group CEO, Valérie Urbain .He joins from McKinsey & Company where he most recently led the European financial services principal investors practice. He succeeds Bernard Frenay, who has been appointed to a newly established role as the CEO of European Assets.

Ultimus Fund Solutions has hired several new senior managers. Jessica Chase joins as SVP, relationship management. She was previously at Apex. Lance Christofferson joins from SS&C as SVP, retail alternatives transfer agent. Kerric Kynard joins from ACA Group as SVP, business development. Jennifer Myers joins from Citi as SVP, fund accounting.

Universal Investment Group, the Europe-based fund services platform and Super ManCo, has scored a major coup with the appointment of Ronan Doyle as chief product officer. Doyle joins from CACEIS, where he was global head of product management, based in Dublin, having transferred from RBC following the takeover. U-I has also promoted André Jaeger to…

Taskize, the Euroclear-owned fintech, has appointed Diederik Geeraerts as CEO. He was most recently, global head of client service within Euroclear Bank and deputy branch manager of Euroclear’s Poland branch office. James Pike, currently Taskize’s interim CEO, will assume the role of chief revenue and business strategy officer. He replaced Philip Slavin, who decided to…

U.S. Bank has appointed Laura Cote as head of Global Fund Services (GFS) product. Cote has been with U.S. Bank for three years and was most recently a senior product manager for custody within the chief product office organisation. She previously spent 16 years at BBH, where she held operations and relationship management roles, as…

Taskize, the investment ops collaboration platform and Euroclear-owned fintech, has appointed Helen Adair as global head of business development and Alfred Escobedo as head of business development for the LATAM region. Adair was most recently at Morgan Stanley, where she was global head of client onboarding having previously spent over 12 years at J.P. Morgan.…