CAIS, the U.S.-based provider of an alternative investment platform for independent financial advisors, has appointed Kan Kotecha as chief technology officer. He will lead a team of engineers across the entire CAIS platform with a focus on defining and building a unified operating system that will provide scale and simplification to the entire alternative investment…
Category: Headlines
Challenger signs with State Street
Challenger Limited, the publicly listed Australian investment management firm, has appointed State Street to provide custody and, through State Street Alpha, back-, middle- and front office investment administration services, for a suite of listed and unlisted investment vehicles with AUD127bn (USD85bn) AuM. Challenger will be one of the largest investment managers in the region to…
ZILO hires COO
A major coup for ZILO, the UK-based fintech focused on TA and the client experience, which has appointed Jon Willis as COO. With 30 years of extensive industry experience across finance and technology sectors, he will report to CEO, Phil Goffin. He joins from HSBC Securities Services, where he was most recently global head of…
Warburg Pincus invests in Aztec
Aztec Group, a C.I.-based alternative fund and corporate services provider, has added Warburg Pincus as a strategic partner, which will see Warburg Pincus as both a minority shareholder and client of the group. This investment, subject to the relevant regulatory approvals, will support Aztec’s expansion as it moves beyond Europe to become a global player…
Collett joins Citco
Mark Collett has joined Citco as an SVP, business development, based in the UK. Collett spent over 12 years at Northern Trust, most recently as head of South East Asia business development.
Taskize hires for bus dev
Taskize, the Euroclear-owned fintech, has appointed Miles Trueman as business development manager. Trueman spent 28 years at Credit Suisse in various network management positions. He is based in the UK.
Citi promotes Gramuglia
Citi has appointed Eduardo Gramuglia Pallavicino as the Citi country officer (CCO) & banking head for Luxembourg. His appointment is effective immediately, subject to regulatory approvals. He will continue in his current role as securities services head for Luxembourg. He joined Citi in 2023 as securities services head of Belgium, Netherlands and Luxembourg. Cilian O’Gogain,…
Waystone wins CLO ETF mandate
Fair Oaks Capital, a UK-based corporate credit manager, has received approval from CSSF, the Luxembourg regulator, to launch what is believed to be the first European-domiciled, Euro-denominated CLO ETF. Fair Oaks plans to list the ETF on Deutsche Börse Xetra and the London Stock Exchange shortly. Waystone has been appointed as the ManCo.
Apex hires for Africa
Apex has appointed Claude Harvey as head of business development, Mauritius and Africa. He previously spent almost six years at Maitland, acquired by Apex in 2023, and has been based in Mauritius for almost ten years.
FNZ changes senior management team
FNZ, the end-to-end global wealth management platform, has appointed a new senior management team following the decision of Adrian Durham, FNZ’s founder, to transition from his role as group CEO to a non-executive role as founding director and senior advisor. He will continue to sit on the group board and will remain a significant shareholder…