Category: Independents

Fenergo, the Ireland-based provider of digital solutions for KYC, transaction monitoring and client lifecycle management, has partnered with Deloitte Ireland to deliver Fenergo’s AI-powered CLM solutions to financial institutions across EMEA. The alliance combines Fenergo’s technology with Deloitte’s business transformation expertise to create a centre of excellence for CLM. The collaboration will enable financial institutions…

Following an update to its rules for listing crypto-asset-based products from SIX Exchange Regulation AG, Komainu (Jersey) Limited has been approved as a custodian of crypto assets under the new guidelines. The updated regulations expand the range of eligible crypto assets. A key addition is the requirement for these products to use custodians that are…

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…

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…

Ultimus Fund Solutions, the independent provider of fund administration, accounting, and investor solutions, has expanded its longstanding partnership with Westwood Holdings Group following the launch of two new actively managed ETFs. Headquartered in Dallas, Texas, Westwood manages multiple investment strategies tailored to institutional investors, private wealth clients, and financial intermediaries. Recently, Westwood expanded its offerings…