J.R. Bogan has joined SimCorp as head of investment operations. Bogan spent 17 years at Northern Trust, most recently as a senior product manager for its investment operations business.
Richard
FINBOURNE partners with Tumelo
FINBOURNE Technology, the UK-based fintech, has struck a partnership with investor voting fintech, Tumelo. Integrating Tumelo’s voting technology into FINBOURNE’s cloud-native investment management data management platform, LUSID, will help fund managers better understand and reflect investors’ voting interests. Backed by Fidelity International Strategic Ventures, Tumelo’s API-driven platform delivers fund managers a cost-effective way to provide…
Over, Under, Sideways, Down (RIP Jeff Beck)
2022 laid bare a lot of the industry’s shortcomings. In 2023, leaders need to fix the model. There is an inevitable, perhaps unbreakable, cycle in the investor services industry. We saw it at work in 2022, albeit with some different wrinkles. Here’s how it goes: custodians routinely underprice their core services – or, in some…
Apex partners with Briink for ESG
Apex Group has partnered with Briink, a Berlin-based AI technology company specialising in EU taxonomy and SFDR reporting solutions for fund managers, to enhance its ESG advisory services. Apex’s EU taxonomy solution provides a five-step process, enabling clients to assess and improve taxonomy alignment credentials and prevent greenwashing. Briink’s technology helps Apex’s clients to save…
Equity Trustees appoints new head of super trustee services
Equity Trustees, the Australia-based independent trustee company, has appointed Andrew Godfrey as executive general manager of the superannuation trustees services business. He replaces Mark Blair, who oversaw the growth of funds under supervision from AUD1bn (USD690m) to AUD40bn (USD28bn) over the five years he was in the role. Blair will continue to work with the…
Apex appoints Jersey head
Apex has appointed Alice Read as country head, Jersey. She will report to James Burke, regional head of Northern Europe and Channel Islands. Read joined Apex in 2021 as commercial director. She previously held roles with Intertrust as director of corporate services, Jersey and managing director, Dubai.
Waystone appoints new CRO
Waystone, the Ireland-based service provider to the investment management industry, has appointed Des Johnson as global chief revenue officer. Johnson, who is based in the U.S., was previously CEO for The Americas at Centaur, which Waystone recently acquired. Johnson joined Centaur in 2017 after a long career at Citi and a brief spell at SS&C.
Century implements loan servicing platform
Century Health & Housing Capital, LLC, a US-based provider of government-insured Federal Housing Administration (FHA) mortgage financing, has implemented SS&C Precision LM, SS&C’s loan servicing platform. SS&C Precision LM automates many loan servicing functions, including new loan onboarding, running amortisation schedules, setting up escrow and reserve accounts, escrow analysis, and generating monthly invoices. Century will…
Jaid adds top talent to board
Kelly Mathieson has joined Jaid’s board of directors. UK-based Jaid is an Al-powered automation platform that extracts critical data from all company and client communications across all channels. It analyses and organises the data into meaningful, actionable insights and integrates with existing systems and workflows. Mathieson spent 26 years at J.P. Morgan in a variety…
ID-Pal appoints chair
ID-Pal, the UK-based identity verification provider, has appointed Tim Murphy as the new independent chair of its board of directors. An early investor in ID-Pal, Murphy has sat on the board as a non-executive member since 2017 and his current position is principal director at Guacamole Partners Limited, an M&A advisory firm. The appointment comes…