Ultimus LeverPoint Private Fund Solutions, the private fund administrator owned by Ultimus, has added three SVPs to its relationship management team. Lori Shupak was previously a senior vice president at SS&C Technologies, Inc., formerly known as Citi Private Equity Services. Christina Haas was practice growth leader at FD Fund Administration, which was recently acquired by…
Category: People
Ocorian makes two strategic hires
Two senior front-office appointments at Ocorian, the C.I.-based administrator: Jamie Gleeson joins as director of strategic sales, based in the UK. He joins from SS&C, where he was head of EMEA hedge fund sales. He has also worked for BNY Mellon and State Street. Richard Dinn has joined as strategic client director, based in Dublin.…
CACEIS hires new pensions supremo
CACEIS has appointed Wouter Peters as global head, center of excellence for pensions (CEP). He will join the ExCo of CACEIS Netherlands. Peters will be responsible for CACEIS’ pension proposition worldwide. He joins from Aegon Asset Management where he was COO for the last nine years.
Formidium hires for tech group
Rakesh Kumar has joined Formidium (formerly Sudrania) as an EVP in the technology group. He was previously at Hitachi Vantara.
Coremont hires COO from State Street
Akbar Sheriff has joined Coremont, the UK-based fintech, as COO. Coremont, which was spun off from Brevan Howard in 2018, provides portfolio management technology and support across all investment management and trading functions. Its flagship software, Clarion, provides risk analytics and data across all asset classes, including rates, fixed income, credit, FX, equities, commodities and,…
BP2S appoints new head of NZ
BNP Paribas Securities Services has appointed Iain Martin as head of New Zealand with effect from 1 October 2022. He is based in Wellington and reports to David Banks, the acting head of securities services Australia and New Zealand. Martin, who joined the bank in 2003, was most recently head of relationship management and sales…
Aon appoints BNY Mellon executive as Netherlands CEO
Aon plc, a global professional services company, has appointed Leonique van Houwelingen as chief executive officer for the Netherlands, effective November 1, 2022, subject to regulatory approval. In 2021 van van Houwelingen was replaced as CEO of BNY Mellon’s European bank and took on a new role as EMEA head of strategic growth and regional…
Paul Heffernan joins Waystone
Paul Heffernan has joined Waystone as CEO of its ETF business. He previously spent six years at HSBC in senior European sales roles for the securities services business. He is based in Ireland.
Another BBH defection to BNY Mellon
Clare Donnellan has joined the UK & Ireland sales team at BNY Mellon, based in London. She was previously at BBH.
Broadridge appoints new CTO
Broadridge Financial Solutions, a U.S.-based fintech provider, has appointed Tyler Derr as chief technology officer. He will be responsible for overseeing Broadridge’s global technology teams, including enterprise-wide software engineering, product delivery, architecture, infrastructure, cybersecurity, and technology operations. Derr will report to CEO Tim Gokey. He has been with Broadridge for 10 years. Derr succeeds John…