Gen II Fund Services, the independent private equity administrator, has hired Jeff Rosen as managing director of business development. Rosen joins from Ultimus LeverPoint, where he spent a year, and has also worked at Citco and Citi.
Category: Bank Providers
BNY Mellon expands in Florida
BNY Mellon is expanding its footprint in Lake Mary, Florida, one of its six key global operational centres. The bank plans a campus across two locations totaling 300,000 sq ft. This includes 200,000 sq ft of new office space at 600 Colonial Center Parkway, and renovations to its existing space (100,000 sq ft) at 300…
DTCC hires from BNY Mellon – again
DTCC has, once again, returned to BNY Mellon to hire a senior executive. Gloria Lio joins as head of enterprise services, responsible for leading strategy development for DTCC’s global business operations, client services, integration and business architecture. She reports to Frank La Salla, DTCC’s president & CEO, who was formerly at BNY Mellon. Lio was…
Manaos partners with Confluence
Confluence, the investment management fintech, has formed a partnership with Manaos, the BNP Paribas-owned platform built to simplify how institutional investors centralise portfolio data, connect ESG information, and report on the sustainability of their investments. Under the partnership, Confluence will provide an end-to-end SFDR solution to asset managers on the Manaos platform, including the production…
Amundi Technology wins EUR23bn mandate
Rail & OV, the Dutch rail and public transport pension fund, has signed an agreement with Amundi to deploy its ALTO investment platform. Rail & OV will leverage the platform to manage direct assets and consolidate delegated assets representing approximately EUR23bn (USD25bn) AuM. In a fully integrated model, Rail & OV will be serviced by…
Mahler joins BBH
Tania Mahler has joined BBH as head of business development for Europe, based in London. Mahler was previously at HSBC in the private assets business, and has also worked at BNP Paribas.
Northern hires global head of collateral
Northern Trust has appointed Barney Binder as global head of collateral. Based in London, he reports to Nadia Ivanova, head of business services for the asset servicing business. Binder joins from HSBC, and has also worked at Morgan Stanley.
Citi appoints new FX head
Citi has appointed Diana Shapiro as global head of FX for its securities services business, based in New York. She was previously head of FX & collateral services for North & Latin America.
IQ-EQ promotes Giannone
David Giannone, who joined IQ-EQ in New York as business development director earlier this year from RBC, has been promoted to chief commercial officer, Americas.
Nebraska moves to Northern Trust
The Nebraska Investment Council (NIC) has selected Northern Trust to provide asset management and asset servicing solutions, including custody, portfolio analytics and securities lending, for its pension fund. The NIC is an independent state agency that manages USD37.5bn across 32 investment programs. NIC provides investment services to the state of Nebraska and is responsible for…