Ultimus Fund Solutions has appointed Danielle Adamson as chief client officer, a newly established role focused on strengthening client experience across the firm’s public and private markets businesses. Most recently, she served as senior director of client coverage for BNY‘s asset servicing division. Prior to BNY, she spent 16 years at State Street.
Month: August 2026
RBC promotes Paul Burd
RBC Investor Services has promoted Paul Burd to chief operating officer, located in Toronto. He was previously head of client operations.
ZILO launches digital TA platform
ZILO, the UK-based fintech delivering global asset and wealth management software, has launched a fully integrated digital transfer agency platform, unifying traditional mutual fund administration with digital asset capabilities, including digitally native issuance, across a single platform. ZILO has also struck a deal with Ripple, which will join as an investor. The partnership brings together…
SS&C to support First Plus
First Plus Asset Management, a Singapore-based investment management firm, has selected SS&C to provide cross-border operations support across Asia. SS&C will service First Plus across the full investment lifecycle, delivering transfer agency, order management and execution, and investment accounting. SS&C will support around USD200m AuM.
Euroclear builds Inversis stake
Euroclear has completed the acquisition of a 90pct stake in Inversis from Banca March. Following its initial acquisition of 49pct in 2025, this second transaction expands Euroclear’s presence in Southern Europe and combines Inversis’ strong local franchise in funds and investment services with Euroclear’s scale, infrastructure and international ecosystem.