Waystone, the UK-based provider of specialist services to the asset management industry, has appointed Kevin Schrader as senior sales director of Waystone ETFs. He joins from Boston Partners Global Investors where he was responsible for the wholesale distribution of active value equity strategies in the UK. Waystone ETFs, which is led by CEO Paul Heffernan…
Category: FinTech
Vistra acquires in U.S.
Vistra, the Asia-based provider of fund and corporate services, has acquired the fund administration and transfer agency business of U.S.-based Phoenix American Financial Services, Inc. The transaction does not include Phoenix American’s aviation services business. As part of the deal, Zane Doyle, chief strategy officer of Phoenix American, will join Vistra. The deal will enhance…
Credicorp moves to Multifonds
Credicorp Capital, the investment management and advisory company, has gone live on Temenos Multifonds delivered as SaaS. The company is part of Credicorp Ltd., one of the largest financial groups in Latin America, whose subsidiaries include insurance, pension funds and microfinance providers in addition to BCP, Peru’s biggest bank. Credicorp Capital’s asset management business has…
Zodia partners with Deribit
Zodia Custody has partnered with Deribit, the world’s largest crypto options exchange by volume, to expand its Interchange network. Institutional clients will be able to access derivatives liquidity while their assets remain in Zodia Custody’s segregated cold wallets.
SEI integrates with Canoe
SEI and Canoe Intelligence have launched an enhanced integration that automates the transmission of private equity and hedge fund valuations, as well as private equity call and distribution data, to improve operational efficiency for family offices using the SEI Archway Platform. The integration introduces a new data channel that makes it easier for SEI Archway…
FINBOURNE appoints U.S. sales director
FINBOURNE, the UK-based fintech, has appointed Ryan Goldberg as sales director in its New York office. He was most recently at Finquest.
Trovata links to Fund Connect
Trovata, the U.S.-based provider of an API-powered platform for managing cash & liquidity, has integrated the platform with State Street’s Fund Connect. This integration will enable joint clients to access Fund Connect as a third-party investing and trading tool with access to over 25 leading fund managers, from the Trovata platform. Trovata helps businesses to…
Yealand selects Confluence for NAV service
Yealand Fund Services, a small UK-based ACD and fund administrator, has selected Confluence’s valuations pricing service to deliver greater transparency and efficiency in the pricing of multi-asset class financial instruments to its clients. Yealand will replace a previous provider to enhance the accuracy of data feeding its operational, portfolio management, and risk management processes while…
Broadridge hires APAC head
Broadridge, the U.S.-based fintech, has appointed David Runacres as president of Asia Pacific. Based in Tokyo, Runacres will also assume the role of senior country officer, Japan. Runacres joins Broadridge from the London Stock Exchange Group, where he spent 12 years as head of Japan.
Ultimus launches fund platform
Ultimus, the independent provider of fund administration, accounting, and investor solutions, has launched Ultimus Registered Alternatives Gateway, a platform for launching registered alternative funds. Ultimus Gateway provides a full-service operating and oversight model with vetted partners, designed to streamline the fund launch process, offering components that enable advisors to navigate regulatory requirements with greater ease.…