Mesh ID, a provider of digital KYC and AML onboarding solutions, has hired Rinse Tulp as chief revenue officer. He is based in Amsterdam.
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BNY to acquire Archer
BNY has entered into a definitive agreement to acquire Archer Holdco, LLC a provider of managed account solutions to the asset and wealth management industry. Archer provides asset and wealth managers with middle- and back-office solutions to address the managed account needs of institutional, private wealth and retail investors.
GTCR buys AssetMark
AssetMark Financial Holdings, Inc., a wealth management technology platform for financial advisors, has completed its acquisition by GTCR, a private equity firm. The acquisition is valued at approximately USD2.7bn, The closing of the acquisition concludes its partnership with Huatai Securities. Concurrent with the closing, AssetMark announced the appointment of Lou Maiuri as chairman and group…
Next Gate hires CRO
Next Gate Tech, the Luxembourg-based fintech, has appointed Séverine Raymond-Soulier as chief revenue officer. Based in London, she will lead client-facing operations encompassing business development, deployment and customer experience. Her previous roles include head of EMEA and U.S sales at Symphony and head of investing & advisory EMEA at Thomson Reuters.
CAIS hires CTO
CAIS, the U.S.-based provider of an alternative investment platform for independent financial advisors, has appointed Kan Kotecha as chief technology officer. He will lead a team of engineers across the entire CAIS platform with a focus on defining and building a unified operating system that will provide scale and simplification to the entire alternative investment…
Challenger signs with State Street
Challenger Limited, the publicly listed Australian investment management firm, has appointed State Street to provide custody and, through State Street Alpha, back-, middle- and front office investment administration services, for a suite of listed and unlisted investment vehicles with AUD127bn (USD85bn) AuM. Challenger will be one of the largest investment managers in the region to…
ZILO hires COO
A major coup for ZILO, the UK-based fintech focused on TA and the client experience, which has appointed Jon Willis as COO. With 30 years of extensive industry experience across finance and technology sectors, he will report to CEO, Phil Goffin. He joins from HSBC Securities Services, where he was most recently global head of…
Warburg Pincus invests in Aztec
Aztec Group, a C.I.-based alternative fund and corporate services provider, has added Warburg Pincus as a strategic partner, which will see Warburg Pincus as both a minority shareholder and client of the group. This investment, subject to the relevant regulatory approvals, will support Aztec’s expansion as it moves beyond Europe to become a global player…
Collett joins Citco
Mark Collett has joined Citco as an SVP, business development, based in the UK. Collett spent over 12 years at Northern Trust, most recently as head of South East Asia business development.
Taskize hires for bus dev
Taskize, the Euroclear-owned fintech, has appointed Miles Trueman as business development manager. Trueman spent 28 years at Credit Suisse in various network management positions. He is based in the UK.