Apex is providing transfer agency services to Fidelity International in support of the launch of its first tokenised product, which offers institutional and professional investors 24/7 liquidity. The capabilities are designed for on chain markets and real time processing environments. Apex acted as transfer agent, supporting digital investor onboarding, wallet whitelisting, and transaction processing for…
Category: J.P. Morgan
BNY replaces Reinertsen
BNY has appointed Matt Mackay as head of asset owners, Americas. He joins from J.P. Morgan, where he spent 19 years, most recently as MD, securities services sales, asset managers. He replaces Anders Reinertsen, who joined Clearwater Analytics earlier this year.
Feynman Point selects Arcesium
Arcesium, which now describes itself as a fintech delivering front–to-back-office solutions to institutional investment firms, has been appointed by Feynman Point Asset Management to deliver reconciliation across digital and traditional assets. Feynman Point Asset Management is an institutional asset manager and RIA. J.P. Morgan is a shareholder in Arcesium.
DTCC hires from BNY
Adam Watson has joined DTCC as managing director and head of asset services. He will lead the strategic direction, performance, and modernisation of DTCC’s global asset services business, overseeing operational delivery, product innovation, regulatory engagement, and client experience. He will report to Brian Steele, MD & president, clearing & securities services at DTCC. He joins…
Gen II upgrades waterfall solutions
Gen II has appointed Beverly Shealy as head of waterfall solutions. She was previously at J.P. Morgan. Gen II has signed a long-term licensing agreement with S7 Fund Ops, a provider of automated waterfall solutions for private capital funds.
Arcesium opens in Hong Kong
Arcesium, the U.S.-based administrator in which J.P. Morgan has a stake, has opened an office in Hong Kong. The office will support its existing client base of institutional asset managers, hedge funds, banks, and private markets firms operating across the broader Asia-Pacific region, while also providing technology and services for new launches and regional expansion.
AP3/AP4 retool with SimCorp
The third and fourth Swedish National Pension Funds (AP3 & AP4) have completed a comprehensive modernisation of their system infrastructure through a new, integrated front-to-back solution from SimCorp. This replaces multiple systems that support the entire workflow – from analysis and order placement to portfolio management, risk, performance, compliance, and financial reporting. The transition to…
Aztec hires global head of sales
Aztec, the C.I.-based administrator, has appointed Michael Saunders as global head of sales. Prior to joining Aztec, he was managing director, securities services, sales execution at J.P. Morgan. Before that, he spent over 25 years at Brown Brothers Harriman.
FactSet and Arcesium join forces
FactSet, the digital financial platform and enterprise solutions provider, has partnered with Arcesium, an investment administrator in which J.P. Morgan has a stake, to deliver a unified investment management offering designed to integrate front, middle, and back-office asset management workflows across public, private, and alternative markets. Integrating analytics engines, data pipelines, and AI-powered workflows, this…
Thind leaves State Street
Aman Thind has joined JPMorgan Chase as global head of technology strategy and enterprise architecture. He previously spent seven years at State Street, most recently as chief technology officer for State Street Alpha.