Strate

9 Fricker Road
Illovo Boulevard
Illovo Sandton 2196
South Africa

Contact
Monica Singer, CEO | Anthony van Eden, Strategic projects director | Tanya Knowles, Head of corporate affairs


Telephone
+27 11 759 5300


Email
info@strate.co.za | Twitter: @stratecsd


Website
www.strate.co.za
Strate is licensed as South Africa's Central Securities Depository (CSD) providing post-trade products and services to the financial markets. As the trusted independent provider of innovative post-trade products and services in Africa, Strate offers state-of-the-art technology, international expertise and global best practice to the financial markets.

Strate provides electronic settlement for securities - including equity, bond and derivative products, such as warrants, Exchange Traded Funds (ETFs), retail notes and tracker funds for Africa’s largest stock exchange, the Johannesburg Stock Exchange (JSE), as well as the settlement of money market securities for the South African market and equities for the Namibian Stock Exchange. It has recently added Collateral Management Services and new Asset Servicing products to its portfolio. Strate provides services to issuers for their investors in terms of the Companies Act (2008) and Financial Markets Act (FMA) (2012).

For more information, please visit www.strate.co.za
Strate Features archive
Featured on Securities Lending Times
Facts and go-figures
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With more data to play with than ever before, asset managers need a solid strategy if they want their sums to make any sense...
Smooth sailing ahead
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A year since joining the multilateral trading facility Turquoise, Robert Barnes explains his team’s strategy and the vision for a single European market
Summit to think about
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Hugh Daly of Message Automation explains how regulatory changes from the Pittsburg G20 summit could lead to multi-purpose strategies and a more organised OTC derivatives market
Returning what’s yours
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Investors are increasingly adopting an international investment strategy to maximise earnings from securities, says Vicky Dean of Goal Group
Azure waters ahead
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After 19 years at UBS, Robert Barnes explains his team’s strategy for the multilateral trading facility Turquoise, and the vision for a single European market
Behind the backlash
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A recent discussion with BNP Paribas Securities Services illustrates how ‘big data’ may be more than a buzzword. AST finds out more
Strate Interview archive
Featured on Securities Lending Times
Monica Singer
Strate
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Strate’s Monica Singer explains how South Africa is meeting collateral requirements while being under pressure from local regulators
Strate News archive
Featured on Securities Lending Times
AxiomSL sees boost from strategic investment
06 July 2017 | New York | Reporter: Stephanie Palmer
Data management and regulatory reporting technology provider AxiomSL has received its first institutional financing, with a strategic investment from TCV
J.P. Morgan recruits new head of global custody
28 June 2017 | London | Reporter: Mark Dugdale
Hughes has joined the bank from Deutsche Bank, where he was head of strategic execution for global securities services
BNP Paribas: ESG investment seeing increased interest
25 May 2017 | London | Reporter: Stephanie Palmer
The survey report noted that 77 percent of asset owners already incorporate ESG aspects into their strategies
Wolters Kluwer fills new strategy chief role
18 May 2017 | London | Reporter: Drew Nicol
Wolters Kluwer has hired Rajat Somany for the newly created role of global head of strategy, product and platform management for its finance, risk and reporting business
Hazeltree hires strategic lead
15 February 2017 | New York | Reporter: Stephanie Palmer
Hazeltree has appointed Don Jefferis as managing director of strategic accounts, to lead business expansion into new markets
State Street Global Exchange names new global head
04 January 2017 | London | Reporter: Stephanie Palmer
John Plansky has been named as global head of the State Street Global Exchange, responsible for global strategy and new business development...
AEW hires research and strategy head
22 November 2016 | London | Reporter: Stephanie Palmer
Real estate asset manager AEW has appointed Hans Vrensen as European head of research and strategy...
Regulations, technology and emerging markets, oh my
10 November 2016 | London | Reporter: Stephanie Palmer
Regulatory change, technological development and emerging markets are affecting strategic thinking regarding global capital, according to a Deutsche Bank and FT Remark survey of 200 financial market participants...
Wenzel moves up the ranks at AXA IM
25 October 2016 | Frankfurt | Reporter: Stephanie Palmer
AXA Investment Managers has promoted Franz Wenzel to the position of institutional solutions strategist within its multi-asset client solutions investment platform...
EACH: CCPs have ‘extreme’ scenarios covered
18 October 2016 | Brussels | Reporter: Stephanie Palmer
CCPs are already strong enough to withstand the ‘extreme but plausible’ scenario that would trigger a resolution strategy, as outlined by regulatory authorities...
UCITS funds enjoy new allocation growth
17 October 2016 | Frankfurt | Reporter: Drew Nicol
The regulatory burdens confining the investment strategies of alternative UCITS are not dissuading investors, according to a Deutsche Bank survey...
Flexibility and leadership key to data strategies
04 October 2016 | London | Reporter: Stephanie Palmer
Asset managers require governance and flexibility in their data strategies, according to a survey by the Economist Intelligence Unit and sponsored by Northern Trust...
FINCAD: Derivatives boom leading to tech investment
03 October 2016 | Vancouver | Reporter: Stephanie Palmer
Financial institutions are increasing use of derivatives as an investment strategy and investing in technology in order to manage this change, according to a survey by FINCAD...
Celer and itarle pair up on executions
20 September 2016 | London | Reporter: Stephanie Palmer
itarle has paired with Celer Technologies to make to make its algorithmic execution strategies available multi-asset order management and execution management platform...
Huw van Steenis to join Schroders
01 September 2016 | London | Reporter: Stephanie Palmer
Morgan Stanley managing director Huw van Steenis is set to join Schroders as global head of strategy and a member of the group management committee...
Clearstream’s Vestima wins Belgian mandate
19 August 2016 | Brussels | Reporter: Stephanie Palmer
Belgian Bank Degroof Petercam has selected Clearstream as its strategic partner for fund processing activities...
BNY Mellon analyses new collateral management tools
05 August 2016 | New york | Reporter: Mark Dugdale
Market participants need to become more efficient when financing their transactions, according to BNY Mellon, whose report outlines the strategies to adopt in collateral management...
Capital moving to alternative strategies
13 June 2016 | Berlin | Reporter: Mark Dugdale
Institutional investors are seeking to allocate more of their capital to alternative strategies, including real estate, in a quest for strong returns in the low interest rate environment, according to a new study from BNY Mellon...
Euronext sets sights on first M&A target
16 May 2016 | Amsterdam | Reporter: Drew Nicol
Euronext has placed a bid for a 20 percent stake in fellow central counterparty EuroCCP, as part of its new strategic expansion plan...
ALFI: Asset managers gotta make a change
04 May 2016 | London | Reporter: Stephanie Palmer
The asset management industry will have to make some significant strategic changes if it is to stay relevant in the modern market, according to Sony Kapoor...
SmartStream appoints Patel for Corona team
12 April 2016 | Vienna | Reporter: Stephanie Palmer
Naren Patel has joined SmartStream as head of strategic account management for its Corona business unit...
Fidessa: Blockchain could counter clearinghouse risk
08 April 2016 | London | Reporter: Stephanie Palmer
Clearinghouses are already, by definition, too big to fail, but blockchain could be instrumental in reducing the risks, according to Steve Grob, director of group strategy at Fidessa...
BNP Paribas consults SmartAngels on blockchain
05 April 2016 | Paris | Reporter: Stephanie Palmer
BNP Paribas Securities Services and the direct investment platform SmartAngels have entered in to a strategic partnership using blockchain technology for issuing securities...
R3 and Microsoft in blockchain collaboration
05 April 2016 | New York | Reporter: Stephanie Palmer
Microsoft and R3 have entered a strategic partnership in order to encourage faster adoption of distributed ledger, or blockchain, technologies in global banks...
Wolters Kluwer urges GFRC adoption
22 February 2016 | London | Reporter: Stephanie Palmer
Banks should adopt holistic governance, finance, risk and compliance strategies in order to operate more efficiently in the post-crisis environment, according to Wolters Kluwer...
ISE and Deutsche Börse commit to six more years
16 February 2016 | Dublin | Reporter: Stephanie Palmer
The Irish Stock Exchange (ISE) and Deutsche Börse have extended their strategic trading technology partnership until 2021...
First South African LEI issuer endorsed
08 February 2016 | Johannesburg | Reporter: Stephanie Palmer
Strate has become the first institution to provide legal entity identifier services in South Africa, having received endorsement from the Regulatory Oversight Committee...
Fidessa wins Malaysian mandate
02 February 2016 | Kuala Lumpur | Reporter: Stephanie Palmer
Malaysian bank RHB Investment Bank has selected Fidessa to provide a strategic trading platform across Asia...
Nasdaq heavyweight to retire
29 January 2016 | New York | Reporter: Stephanie Palmer
Lee Shavel is retiring as chief financial officer and executive vice president of corporate strategy at Nasdaq, effective from 31 March...
New interest in Chinese and German investment
28 January 2016 | New York | Reporter: Stephanie Palmer
China and Germany have skipped up the ranks as strategic sources of new investment over the next five years, according to BNY Mellon’s annual investor relations survey...
Taiwan and Singapore exchanges partner up
27 January 2016 | Singapore | Reporter: Stephanie Palmer
The Taiwan Stock Exchange and Singapore Exchange have established a strategic partnership, which will see Global Link Securities, a subsidiary of TWSE join SGX as a remote trading member...
ISITC Europe CEO steps down amid strategic shake-up
07 December 2015 | London | Reporter: Stephanie Palmer
The International Securities Association for Institutional Trade Communication Europe has a new interim CEO and a new strategic plan, after Graeme Austin stepped down as CEO...
Luxembourg credit management mandate for SunGard
17 November 2015 | Luxembourg | Reporter: Stephanie Palmer
Banque Internationale à Luxembourg (BIL) has signed up to SunGard’s Ambit credit management solution in a bid to drive its digital banking strategy...
Time running out for FRTB updates down under
12 November 2015 | London | Reporter: Stephanie Palmer
Some Australian banks should reconsider their business strategies in light of the Fundamental Review of the Trading Book, according to a white paper from Wolters Kluwer Financial Services...
Alternative ETFs still number one for BNY Mellon
22 October 2015 | New York | Reporter: Stephanie Palmer
Alternative and derivatives strategies continue to be the most popular new products in 2015 so far, making up 25 percent of all BNY Mellon’s exchange traded funds launched...
Thomas Miller Investment chooses SuMi Trust for funds
13 August 2015 | Dublin | Reporter: Stephanie Palmer
SuMi Trust has announced three new sub-funds on GlobalReach New Vision Strategies fund, its Irish UCITS platform jointly sponsored with Tregunter Management Limited...
GBST appoints new head of product strategy
08 July 2015 | New York | Reporter: Stephanie Palmer
GBST has hired Gregory McDonald as head of product strategy for GBST’s business in the Americas...
CACEIS opens Swiss branch
11 june 2015 | Luxembourg | Reporter: Stephen Durham
CACEIS is set to open a new banking branch in Switzerland, CACEIS Bank Switzerland Branch, to increase its presence in the market in accordance with its European expansion strategy...
A2A adopts Volante for payments migration
09 June 2015 | Amman | Reporter: Stephanie Palmer
Volante Technology has formed a strategic partnership with Access to Arabia (A2A) in order to help Jordanian banks to migrate to ISO 20022 payments messages, as mandated by the Central Bank of Jordan...
SWIFT: Regulation remains a top strategic priority
14 May 2015 | London | Reporter: Becky Butcher
Regulation is still a strategic priority, and fintech is here to stay, according to the audience at SWIFT’s Business Foum London conference...
BCS Financial appoints chief strategist
09 April 2015 | Moscow | Reporter: Becky Butcher
BCS Financial Group has appointed Vyacheslav Smolyaninov as chief strategist and deputy head of equity research...
BNP Paribas launches ALIA solution
09 April 2015 | London | Reporter: Stephanie Palmer
BNP Paribas Security Services has launched its Asset and Liability Investment Analytics solution for supporting the liability-driven investment strategies of pension funds and fiduciary managers...
‘Lacklustre’ March for US pension plans, says ISSG
08 April 2015 | New York | Reporter: Stephanie Palmer
The funded status of typical US corporate pension plans fell by 0.4 percentage points in March 2015, declining to 87.2 percent, according to the BNY Mellon Investment Strategy and Solutions Group...
SS&C appoints Samuel Eckelmann
02 April 2015 | Windsor | Reporter: Becky Butcher
SS&C Technologies has appointed Samuel Eckelmann as vice president of strategic software development...
Deutsche Börse and CCB in ‘preferred partnership’
31 March 2015 | Frankfurt | Reporter: Stephanie Palmer
Deutsche Börse Group and China Construction Bank (CCB) have entered in to a strategic partnership to cooperate across the entire value chain in each of their markets...
Deutsche Börse and BSE improve overseas connectivity
12 March 2015 | Mumbai | Reporter: Stephanie Palmer
Deutsche Börse, Eurex and the Bombay Stock Exchange have extended their strategic cooperation to offer connectivity services to market participants overseas...
Innovate Finance launches regional fintech strategy
09 March 2015 | London | Reporter: Stephanie Palmer
Innovate Finance, the independent organisation that represents Britain’s global financial technology sector has launched a regional strategy to connect technology hubs across the UK...
HornbyChapman forms strategic India alliance
02 March 2015 | Mumbai | Reporter: Stephanie Palmer
HornbyChapman and Pivot Management Consulting have formed a strategic alliance for facilitating knowledge exchange and enhancing markets education between Europe and India...
Wolters Kluwer appoints OneSumX VP
19 February 2015 | Minneapolis | Reporter: Becky Butcher
Wolters Kluwer Financial Services has appointed Richard Reeves as vice president of strategy for OneSumX, a governance, finance, risk and compliance solution suite...
Decline in US pension plans, says BNY Mellon
05 February 2015 | New York | Reporter: Stephanie Palmer
The funded status of typical US corporate pension plans declined by 4.9 percentage points to 82.4 percent in January, according to BNY Mellon’s Investment Strategy and Solutions Group...
Lyxor and Capricorn launch emerging markets fund
14 January 2015 | Paris | Reporter: Stephanie Palmer
Lyxor Asset Management has paired up with Capricorn Capital Partners to provide a new UCITS-compliant long/short global emerging market equity strategy...
European growth damaged by politics, says RBI
16 December 2014 | Vienna | Reporter: Stephanie Palmer
The European financial market is hampered by geopolitical tensions in the euro area, as growth remains slower than in the US, Valentin Hofstätter said in his presentation of Strategy Global Markets for Q1 2015...
ASX and Bank of China develop RBM partnership
20 November 2014 | Canberra | Reporter: Stephanie Palmer
The Australian Securities Exchange and the Bank of China have signed an agreement to continue and expand their strategic cooperation in developing the renminbi in Australia’s financial markets...
Quatari bank welcomes SunGard solution
19 November 2014 | Doha | Reporter: Stephanie Palmer
Quatar-based Ahli Bank QSC has deployed SunGard’s risk solutions strategy to help enhance its regulatory capital calculations and regulatory reporting capabilities...
PSR announces regulation strategies
14 November 2014 | London | Reporter: Stephanie Palmer
The Payment Systems Regulator has announced its strategy to regulate the £75 trillion payments industry when it becomes fully operational on 1 April 2015...
Price commitment met SWIFT-ly
30 September 2014 | Boston | Reporter: Mark Dugdale
SWIFT has delivered early on its commitment to reduce its messaging prices by 30 to 50 percent between 2010 and 2015, a goal it set as part of its SWIFT2015 strategy in 2010...
Northern Trust TARGET2 for strategy
25 September 2014 | London | Reporter: Catherine Van de Stouwe
Deutsche Bank and Euroclear have been chosen by Northern Trust to support the firm’s TARGET2-Securities (T2S) strategy...
Role expansion for Bravura's Stevens
23 September 2014 | Melbourne | Reporter: Catherine Van de Stouwe
Bravura Solutions’ global director of strategy, Darren Stevens, is getting an expanded role to director, product management and strategy for global wealth management...
Ather’s roundtable of Sibos
19 August 2014 | Boston | Reporter: Catherine Van de Stouwe
The end of day one of the Sibos 2014 conference will see a payments roundtable with Ather Williams, head of global payments and global transaction services strategy for Bank of America Merrill Lynch...
Asia alliance for HornbyChapman and AlfaSec
18 August 2014 | London | Reporter: Catherine Van de Stouwe
A strategic alliance has been formed between HornbyChapman Limited and AlfaSec Advisors to improve access by asset servicing firms in Asia to experienced industry practitioners...
Future looks bright for India DRs
12 August 2014 | Mumbai | Reporter: Catherine Van de Stouwe
Indian corporates consider the US, Singapore and the UK as the top three most strategically important countries for new sources of investment over the next five years, according to a survey by BNY Mellon...
BNP Paribas survey proves outsourcing is norm
08 August 2014 | London | Reporter: Catherine Van de Stouwe
A BNP Paribas and YouGov survey finds ‘strategic outsourcing is the new norm’ for middle- and back-office functions...
State Street calling Berger
05 August 2014 | Frankfurt | Reporter: Catherine Van de Stouwe
Oliver Berger is set to join State Street as a senior vice president, head of strategic market initiatives for Europe, Middle East and Africa (EMEA)...
New start for Bank of England’s Dale
04 August 2014 | London | Reporter: Catherine Van de Stouwe
After 25 years at the helm, the Bank of England has announced the departure of Spencer Dale, the bank’s executive director for financial stability strategy and risk...
HSBC Securities Services recruits for China push
30 July 2014 | Hong Kong | Reporter: Tammy Facey
HSBC Securities Services has created a new head of product strategy role to push business in China...
London and Casablanca forge partnership
26 June 2014 | London | Reporter: Stephen Durham
The London Stock Exchange Group (LSEG) and Casablanca Stock Exchange (CSE) have signed a strategic agreement to expand CSE’s activity in the North Western and Central African regions...
Heritage to focus on five key businesses
22 May 2014 | Guernsey | Reporter: Stephen Durham
Following the sale of Heritage Insurance Management (HIM) to Artex Risk Solutions, Heritage Group has announced strategic growth plans for its financial services, insurance and management office businesses...
Mixed results for funds in April
08 May 2014 | London | Reporter: Stephen Durham
Aggregate hedge fund performance was positive in April but equity strategies, which have taken in the vast majority of investor flows in 2014, were negative for the second consecutive month...
Broadscope releases FATCA paper
30 April 2014 | New Jersey | Reporter: Stephen Durham
Broadscope Fund Administrators, an independent private equity fund administration firm, has released a whitepaper outlining key recommendations for private equity firms developing strategies to comply with FATCA...
Growth in Clearstream AUC shows T2S support
21 March 2014 | Frankfurt | Reporter: Georgina Lavers
Clearstream’s February 2014 figures show assets under custody increasing and continued growth across settlement and securities financing, seemingly showing early customer support of the firm’s T2S strategy...
Commerzbank recruits custody and collateral consultants
13 March 2014 | London | Reporter: Mark Dugdale
Fraser Mackenzie and Andy Cullen have joined Commerzbank Market Services as strategic consultants focused on product growth, integration and delivery for custody and collateral services...
Confisio and Traiana collaborate on EMIR
30 January 2014 | London | Reporter: Daniel Jackson
Traiana,and Confisio have entered into a strategic alliance ahead of the impending EMIR deadline...
Franklin Templeton mandates Societe Generale
21 January 2014 | Rome | Reporter: Daniel Jackson
Societe Generale Securities Services in Italy has been appointed by Franklin Templeton Strategic Allocation Funds to act as its Italian paying agent...
Eurex pays out for Taiwanese futures exchange
06 January 2014 | Taiwan | Reporter: Georgina Lavers
Eurex is acquiring a $47 million stake in theTaiwanese futures exchange TAIFEX, in a step forward for Deutsche Börse Group’s Asia strategy...
FNZ selects Euroclear for fund settlement
28 November 2013 | London | Reporter: Daniel Jackson
FNZ, the custody services provider with £45 billion in assets under administration, has signed a strategic partnership agreement with securities depository Euroclear UK & Ireland...
October positive for hedge fund inflows
26 November 2013 | New York | Reporter: Daniel Jackson
Multi-strategy hedge fund flows outpaced all others in October while macro strategies continued to attract allocation, according to eVestment...
BT Global Services hires Tanuja Randery
29 October 2013 | New York | Reporter: Georgina Lavers
BT has hired Tanuja Randery as president for strategy and marketing for its global services division, reporting to chief executive officer Luis Alvarez...
Sibos news: South African CSD agrees with CPSS
17 September 2013 | South Africa | Reporter: Georgina Lavers
Monica Singer, the CEO of Strate, has said that the South African central securities depository (CSD) is strongly in favour of CPSS's and IOSCO's principles for financial market infrastructures...
Fragmented South African fund processing to be fixed
09 September 2013 | Johannesburg | Reporter: Georgina Lavers
Strate and Euroclear have signed a letter of intent to fix the currently fragmented processing of mutual fund transactions in South Africa...
Dion names Preston head of partners and alliances
21 August 2013 | London and New York | Reporter: Jenna Jones
Dion Global Solutions has appointed Robin Preston as European head of strategic partners and alliances...
Australian CEO predictions centre around technology
25 July 2013 | Sydney | Reporter: Georgina Lavers
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Nearly all CEOs (96 percent) who participated in a recent survey believe technology is a key consideration when conducting strategic planning...
State Street calls on Michael Bell
07 June 2013 | London | Reporter: Georgina Lavers
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State Street has named Michael Bell as executive vice president and member of its management committee, the company’s senior-most policy-making and strategy group...
Conifer Fund Services opens in Halifax
09 May 2013 | Halifax | Reporter: Georgina Lavers
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San Francisco-based fund administrator Conifer Fund Services is to open a fund administration office in Halifax, Nova Scotia, as part of its strategy to grow in North America...
BNP Paribas increases Australian client engagement with new roles
23 April 2013 | Sydney | Reporter: Jenna Jones
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BNP Paribas Securities Services has appointed Peter Baker to the newly created role of head of client strategy and communications to increase the firm’s engagement with fund managers in the Australian market...
BNY Mellon to provide custody for van Biema Value Partners
11 April 2013 | New York | Reporter: Georgina Lavers
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BNY Mellon has been selected to provide global custody, fund administration, foreign exchange and cash management services for a new fund of hedge fund strategy...
Lyxor Asset Management to launch new UCITS fund
21 March 2013 | London | Reporter: Georgina Lavers
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Lyxor Asset Management has launched a new UCITS-compliant fund with the aid of investment manager Winton Capital Management’s trading strategy...
Standard Chartered supports Chinese maternity wear
18 March 2013 | Singapore | Reporter: Georgina Lavers
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Guangdong Aiyingdao Children Department Store and Standard Chartered Private Equity (SCPE) have entered into a strategic cooperation agreement...
Broadridge beats the Asia Pacific Drumm
12 March 2013 | New York | Reporter: Mark Dugdale
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Broadridge Financial Solutions has appointed James Drumm to the role of senior director for strategic account sales in the Asia Pacific region...
Deutsche Börse and Moscow Exchange join forces
19 November 2012 | Moscow and Frankfurt | Reporter: Jenna Jones
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Deutsche Börse and Moscow Exchange have agreed on a strategic partnership and exchange of information to encourage further development of the financial markets...
Mercer makes financial strategy group hire
12 November 2012 | New York | Reporter: Jenna Jones
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Mercer’s Financial Strategy Group has appointed Milla Krasnopolsky as a senior consultant and lead strategist for dynamic de-risking solutions...
Shock resignation as Vikram Pandit leaves Citi
16 October 2012 | London | Reporter: Georgina Lavers
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In a surprising turn, Vikram Pandit has abruptly left Citigroup after rumours that there were clashes between him and the board over strategy...
NAB Asset Servicing and Deutsche Bank partner up
09 October 2012 | Melbourne | Reporter: Georgina Lavers
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NAB’s asset servicing business has formed a strategic alliance with Deutsche Bank’s equities arm, Deutsche Securities Australia...
Information Mosaic’s Gerard Bermingham to present at FTF forum
27 September 2012 | New York | Reporter: Jenna Jones
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Senior vice president of business strategy for Information Mosaic, Gerard Bermingham, will be presenting at the Financial Technologies Forum...
BNY Mellon subsidiary Eagle teams with MicroStrategy
27 July 2012 | Boston | Reporter: Georgina Lavers
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Eagle Investment Systems, a subsidiary of BNY Mellon, has allied with MicroStrategy Incorporated, a provider of business intelligence software...
Citi to guard Huntington ETFs
26 July 2012 | New York | Reporter: Georgina Lavers
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Citi has been appointed by Huntington Asset Advisors to provide fund administration, custody and index receipt services for Huntington Strategy Shares ETFs...
NexPoint to administrate Pyxis fund
18 June 2012 | Dallas | Reporter: Georgina Lavers
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NexPoint Advisors will become the investment adviser and administrator to the Pyxis Credit Strategies Fund. NexPoint is an affiliate of Pyxis Capital, the fund's current investment adviser and administrator...
David Polen returns to Fidessa
18 May 2012 | New York | Reporter: Georgina Lavers
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Fidessa has appointed David Polen as head of business development responsible for Fidessa’s strategic development efforts in the US. He will be reporting to Mark Ames...
David Polen returns to Fidessa
14 May 2012 | New York | Reporter: Georgina Lavers
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Fidessa, financial information solutions provider, will see David Polen as head of business development in their US office. Polen is to be responsible for Fidessa’s strategic development efforts in the US, and reports to Mark Ames, CEO of Fidessa's
Two more for SunGard
11 May 2012 | London | Reporter: Georgina Lavers
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Fred Naddaff and Mike Rogalski have joined SunGard as managing director of strategic business development and chief operating officer of trust and retirement services respectively...
BNP Paribas to provide hedge fund administration for Anchor Risk Advisors
11 April 2012 | Pennsylvania | Reporter: Georgina Lavers
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BNP Paribas will provide Anchor Risk Advisors hedge fund administration services for its latest insurance-linked investment strategy...
New Colombian fund finds administrator
28 March 2012 | Bogota | Reporter: Georgina Lavers
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A private equity fund focused on the luxury beachfront hotel and resort asset class will be administrated by Fiduciaria Bancolombia...
BNY Mellon to build new centre in Poland
09 March 2012 | Wroclaw | Reporter: Ben Wilkie
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BNY Mellon has announced its intention to create a new global delivery centre (GDC) based in Wroclaw, Poland as part of an ongoing strategy to optimise its infrastructure and support its global business plans...
Stillabower joins RBC Dexia
29 February 2012 | London | Reporter: Ben Wilkie
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Paul Stillabower has been appointed head of strategy at RBC Dexia to oversee the implementation of the business's growth strategy, adding to the company's Strategy & Corporate Services leadership...
Deutsche bank gets Strategic Minerals ADR mandate
21 February 2012 | London | Reporter: Anna Reitman
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Deutsche Bank Trust and Securities Services has been appointed as depositary bank for the ADR programme of UK-based mineral exploration and development company, Strategic Minerals...
TPG Capital to buy GlobeOp for £508mn
03 February 2012 | London | Reporter: Anna Reitman
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TPG Capital has agreed to buy GlobeOp for £508 million, shortly after the hedge fund administrator announced a review of its strategic options...
Misys gets Strategic with RM system
17 January 2012 | London | Reporter: Anna Reitman
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Misys has announced its Sophis VALUE system has been selected by Strategic Investment Group for cross asset trading and global risk management...
RBC Dexia names Coleman for cross-product CM
08 December 2011 | London | Reporter: Anna Reitman
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Susan Coleman will become the head of cross-product initiatives at RBC Dexia Investor Services, focusing on collateral management strategy as well as other initiatives...
SocGen taps Bruno Prigent to head new exec committee
26 November 2011 | Paris | Reporter: Anna Reitman
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Societe Generale Securities Services (SGSS) has established an executive committee responsible for strategy and development to be headed by Bruno Prigent, global head of SGSS...
BNY Mellon seals outsourcing deal with Bridgewater
15 November 2011 | New York | Reporter: Anna Reitman
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Bridgewater Associates has selected BNY Mellon to provide middle and back office outsourcing services in support of Bridgewater's diversified alpha and beta strategies...
Bravura adds to risk team
07 November 2011 | Sydney | Reporter: Anna Reitman
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Bravura Solutions has announced the appointment of Jason Wilby as its global strategy, risk and planning manager based in Sydney...
Asset Control hires new VP
10 October 2011 | London | Reporter: Anna Reitman
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Asset Control has announced the appointment of Brooks Gibbins as VP Product and Strategy...
Hundredfold finalises reorganisation
06 October 2011 | Virginia Beach | Reporter: Justin Lawson
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Hundredfold Select Funds will continue utilising successful investment strategies. Gemini Fund Services will be the transfer agent. and also provide fund administration and accounting services....
Paranjape promoted at DB
15 September 2011 | Singapore | Reporter: Ben Wilkie
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Mrugank Paranjape, managing director, has been appointed head of Direct Securities Services (DSS) for Asia-Pacific where he has overall responsibility for business strategy and growth for the bank’s subcustody, clearing, and fund administration bus
RBC Dexia appoints director in Singapore
26 August 2011 | Singapore | Reporter: Justin Lawson
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RBC Dexia Investor Services has appointed Eric Chua to director of business development, Singapore. Chua has been appointed to help drive RBC Dexia’s growth strategy in Asia for both onshore and offshore client mandates.....
DAP and Paladyne launch direct service
27 July 2011 | New York | Reporter: Ben Wilkie
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Direct Access Partners and Paladyne Systems have announced a strategic relationship to provide Paladyne FastStart, directly to clients of Direct Access Partners...
US ETF assets expected to double by 2015
15 July 2011 | New York | Reporter: Ben Wilkie
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Assets in Exchange-Traded Funds (ETFs) in the US are expected to double to $2 trillion before the end of 2015, according to a new white paper from BNY Mellon and Strategic Insight...
UBS appoints Dyment as global head of hedge fund distribution
25 June 2011 | New York | Reporter: Justin Lawson
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UBS today announced the appointment of John Dyment as global head of hedge fund distribution, based in New York. Dyment will be responsible for the management and development of UBS's strategically important........
Nason joins Butterfield Fulcrum
01 June 2011 | New York | Reporter: Ben Wilkie
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Jeff Nason has joined Butterfield Fulcrum as managing director, global and strategic relationships. In this newly created position, he will be responsible for further developing Butterfield Fulcrum’s relationships with large, complex alternative as
Fraser joins Omgeo
31 May 2011 | London | Reporter: Ben Wilkie
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Omgeo has appointed Clare Fraser as managing director of Strategy. In this role, Fraser will be responsible for identifying new market opportunities and overseeing the global marketing function, while providing strategic guidance on the firm’s busi
AlphaMetrix adds Kins to business development team
09 May 2011 | Chicago | Reporter: Justin Lawson
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AlphaMetrix, LLC, has appointed Mikus Kins as executive director of business development. Kins reports to Geoff Marcus, chief strategic officer, and is based in Chicago.
Technology upgrade enhances NorthPoint offering
04 May 2011 | New York | Reporter: Justin Lawson
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NorthPoint prime services and technologies business has enhanced its offering for traditional mutual funds that are looking to employ alternative investments, including trading in shorts, options and futures as part of their overall strategy......
Two promotions at BNY Mellon
22 April 2011 | New York | Reporter: Justin Lawson
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BNY Mellon has appointed Susan Skerritt to lead global product management & strategic development for treasury services, with Alan Verschoyle-King named head of global sales & relationship management. Both will report directly to J. David Cruikshank,
Daiwa hires European Central Bank economist
19 April 2011 | London | Reporter: Ben Wilkie
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Daiwa Capital Markets has hired a former European Central Bank (ECB) economist as part of its strategy to strengthen its global research offerings..
Malvey to head new unit at BNY Mellon
31 March 2011 | London | Reporter: Ben Wilkie
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BNY Mellon Asset Management has named Jack Malvey chief global market strategist and director of the newly formed BNY Mellon Center for Global Investment & Market Intelligence...
Confluence shuffles at the top
08 February 2011 | Pittsburgh | Reporter: Steven Lafferty
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Confluence, has announced two strategic leadership promotions effective immediately. Kirk Botula has been promoted to President and COO, and Confluence Founder Mark Evans is assuming the role of Chairman and CEO.
Raiffeissenlandesbank Oberösterreich live with SimCorp Dimension
20 December 2010 | Vienna | Reporter: Justin Lawson
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Raiffeisenlandesbank Oberösterreich' now live with SimCorp Dimension is used by Raifeissenlandesbank Oberösterreich AG, a strategic investment management platform for custody, fund administration, and IIFRS compliance
Stone & Youngberg appoint Touchstone
16 December 2010 | San Francisco | Reporter: Justin Lawson
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Stone & Youngberg, have announced that Paul R. Touchstone, CFA, has recently been promoted to senior investment strategist and portfolio manager for the firm’s Private Client Group.
Finadium launches new report on hedged mutuals
03 December 2010 | New York | Reporter: Ben Wilkie
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A new report from Finadium evaluates the investment strategies and business models of the US hedged mutual fund industry, including long/short, absolute return and market neutral '40 Act funds...
Oberbank AG selects SimCorp
11 November 2010 | New York | Reporter: Justin Lawson
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Oberbank AG has implemented SimCorp's fund accounting solution and is now in production with all administered funds on SimCorp Dimension. Oberbank uses SimCorp Dimension as the strategic investment management platform, for depositary banking, fund ad
Information Mosaic launches new IMConnecting
25 October 2010 | SIBOS | Reporter: Justin Lawson
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IMConnecting uses latest Web 2.0 technologies to provide a market-leading user experience; solution to be demonstrated on iPad at Sibos 2010 in Amsterdam