Category: State Street

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Aztec Group has appointed Marcia Rothschild as European desk head within its U.S. commercial team. She joins Aztec from FundBank, where she was senior managing director, head of business development and client relations.  Previously, she spent four years at State Street as head of Latin America and the Caribbean.

ZILO, the UK-based fintech specialising in asset and wealth management software, has raised USD27m in a Series A2 funding round. Portage led the round, joined by State Street, both existing shareholders, and management.

Northern Trust has hired Jessica Donohue as head of product management for asset servicing. Based in Boston, she reports directly to Teresa Parker, asset servicing president. Before taking a break from the industry, Donohue was at State Street, latterly as global head of the asset owner segment.

Ultimus Fund Solutions has hired John Lehner as president, Ultimus Public Fund Solutions, and Jay Martin as president, Ultimus Private Fund Solutions, Jim Cass will transition to vice chairman of Ultimus, having previously served as president, Ultimus Private Fund Solutions. All three roles report to CEO Gary Tenkman. Martin was most recently president, investment services,…

State Street and Daiwa Institute of Research have formed a partnership covering fund accounting solutions for investment trust management companies. State Street will implement FAIMS, the investment trust accounting system owned by DIR, for fund accounting solutions in Japan to support global clients. Earlier this year, State Street agreed with Mizuho Financial Group, Inc. to…