Suntera Global, the C.I.-based administrator, has appointed Kathryn Wilkinson as head of operations, based in Jersey. She joins from the Jersey Financial Services Commission, where she was director of central operations.
Category: People
U.S. Bank hires GFS president
U.S. Bank has appointed Jay Martin as president, global fund services. Martin will join the senior leadership team of U.S. Bank’s Wealth Management and Investment Services (WMIS) division. He will be based in Milwaukee. The position has been vacant since Joe Neuberger left in late 2022. Christine Waldron, chief product officer for WMIS, has been…
Deely joins SEI in global role
Michele Deely has joined SEI as head of global solutions, based in Ireland. She was most recently at Coremont, and previously spent 17 years at IFS/State Street.
Accelex appoints CCO
Accelex, a fintech with an SaaS platform specialising in alternative investment data acquisition, reporting and analytics, has appointed David Watts to its management team as chief commercial officer, reporting to Michael Aldridge, president and chief revenue officer. He was most recently CRO and global head of research at CreditSights before it was sold to Fitch…
PolySign hires new CTO
PolySign, a U.S.-based provider of blockchain-enabled digital asset infrastructure for institutional investors, has appointed Chuck Ocheret as its new chief technology officer, based in New York. He was previously CTO at Symbiont. The PolySign family of products includes MG Stover and Standard Custody & Trust Co. MG Stover is an alternatives fund administration firm, whilst…
Clearwater appoints first CRO
Clearwater Analytics, a provider of SaaS-based investment management, accounting, reporting, and analytics solutions, has appointed Scott Erickson as the company’s first chief revenue officer. He will now oversee Clearwater’s sales efforts in Europe, Asia, and the Americas. This is an internal promotion.
IQ-EQ hires bus dev director in HK
IQ-EQ has hired Sigi Fung as business development director for Hong Kong. She joins from a media-related role.
Waystone appoints CCO
Waystone, the Ireland-based ManCo and administrator, has appointed David Morrissey as global chief commercial officer, based in Dublin. This is an internal appointment.
Altum opens in Cape Town
Altum Group, a C.I.-based provider of fund, corporate, and family office solutions, has opened an office in Cape Town, South Africa. The office will be led by Sandri Pieters, who was previously at Sanne.
Ocorian promotes Aron Brown
Ocorian, the C.I.-based administration services provider, has appointed Aron Brown as global head of regulatory & compliance. Brown founded, and was managing director of, Newgate Compliance, Ocorian’s compliance consultancy service which it acquired in 2020. In his new role he will report to Frederik van Tuyll, Ocorian’s chairman & CEO.