Blackwattle Investment Partners, a start-up Australian equity investment manager, has chosen Equity Trustees to be the responsible entity (trustee) for its first range of Australian equity funds: the Blackwattle Small Cap Quality Fund, Blackwattle Large Cap Quality Fund, Blackwattle Mid Cap Quality Fund and Blackwattle Long-short 130/30 Quality Fund.
Category: Headlines
Clearwater appoints chief product officer
Clearwater Analytics, the U.S.-based provider of investment management, accounting, reporting, and analytics solutions, has appointed Sunil Dixit as chief product officer. Before joining Clearwater, Dixit was responsible for financial services cloud and Einstein-driven intelligence applications for wealth management and banking at Salesforce.
State Street to service abrdn’s European ETF
State Street has been appointed by abrdn, the UK-based asset manager with GBP500bn (USD643bn) AuM, to service its first actively managed ETF in Europe, the abrdn Global Real Estate Active Thematics UCITS ETF. State Street will provide abrdn with custody, fund accounting, order-taking, transfer agency and ETF servicing.
Socium implements Sentry
Socium Fund Services, the U.S.-based subsidiary of Suntera Global, has implemented the Sentry loan portfolio management technology from Broadridge. Socium is a private capital and credit fund administration firm. Sentry is a scalable web-based solution that captures, calculates, and analyses the borrower’s KPIs, monitors the pipeline, improves credit selection, and creates reusable covenant rules. As…
Ocorian hires global head of fund accounting
Ocorian, the C.I.-based provider of alternative fund services, has appointed Eamon Burns as global head of fund accounting. Previously Burns was EMEA head of private markets accounting at BNY Mellon, based in Dublin.
NatWest wins depositary mandate
NatWest Trustee and Depositary Services has been selected as Tenzing’s depositary provider to support the firm’s regulatory oversight requirements. Headquartered in London, Tenzing is a private equity firm investing in a diversified portfolio of tech and tech enabled businesses.
Pirum hires for U.S. sales
Gary Messina has joined Pirum, the UK-based fintech specialising in the securities finance sector, as associate director, sales origination. Based in New York, he will report locally to Matthew Lilien, North America head of sales. Prior to joining Pirum, Messina was a vice president in client relationship management at Equilend.
Apex appoints NZ head
Apex has appointed Anthony Edmonds as country head – New Zealand. Apex entered the New Zealand market in 2022 through the acquisitions of MMC, and Implemented Investment Solutions (IIS) and InvestNow. Originally founded and led by Edmonds, IIS delivers fund hosting services to global investment managers wanting to provide Kiwi investors with access to their…
Citco upgrades Æxeo
Citco has upgraded its Æxeo Treasury platform to enable users to transfer securities via Swift through its new securities transfer service, Securities View.
Broadridge appoints new Canada president
Broadridge Financial Solutions has appointed Karin Yorfido as president of Broadridge Canada. Yorfido succeeds Michael Dignam who, after a 42-year career with Broadridge, will become vice chairman of Broadridge Canada, an advisory role. Yorfido, who is based in Toronto, will lead Broadridge’s investor communication solutions business in Canada and global technology and operations (GTO), reporting…