Roame founded and is managing partner of Tiburon Strategic Advisors and the Tiburon CEO Summits
Ercolano joins Portfolio BI from Eze Castle Integration where he served as vice president of client technology
This will come into practice by December 2024
Both companies will now operate under CSC to deliver their client service, expertise and global solutions
The partnership will allow Ultimus to offer outsourced trade execution and trading desk services to asset managers through PennHaven
Douglas explains that the key challenges for AST are FX, corporate actions, stock lending and to make sure ‘no man is left behind’
Zodia Custody has partnered with ETC Group and DWS Group to provide custody for ETPs.
Elsewhere, SS&C Global Investor and Distribution Solutions’ unit registry services have been retained by Perennial Partners.
