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Broadridge appoints Jarman as Vice President
02 June 2026 UK
Reporter: Zarah Choudhary

In this new role, Daniel Jarman will be responsible for the data, analysis, and implementation of custom proxy voting guidelines in EMEA for institutional investors

CACEIS to appoint Barbéris as deputy CEO
19 May 2026 France
Reporter: Zarah Choudhary

Jean-Jacques Barbéris joins CACEIS from Amundi, where he served as head of Institutional and Corporate Clients Coverage and oversaw the ESG department

Gresham renames Enterprise Data Platform
31 March 2026 UK
Reporter: Zarah Choudhary

The platform, which has traded under several names across more than a decade in market, including Cadis, Markit EDM, IHS Markit EDM, and most recently S&P Global EDM, now joins Gresham's portfolio as Opus EDM

Broadridge Appoints Peter Reali
23 March 2026 US
Reporter: Tahlia Kraefft

Reali brings more than 20 years of corporate governance and stewardship experience, most recently serving as a managing director on Nuveen’s Responsible Investing teams

Amundi selected to manage CCR multi management mandate
10 March 2026 France
Reporter: Tahlia Kraefft

The firm will administer this mandate on behalf of Caisse Centrale de Réassurance using Amundi Alpha Associates, its private markets multi-management platform

Apex Group selects Palmer
06 March 2026 New Zealand
Reporter: Tahlia Kraefft

Rebecca Palmer previously served as non-executive director on both the FundRock New Zealand and Apex Investment Administration board

LSEG launches MaaS
19 February 2026 UK, France
Reporter: Zarah Choudhary

Societe Generale has joined LSEG’s model marketplace as a provider of advanced analytical models, making a set of its datasets and analytics available to both firms’ clients

CUBE acquires 4CRisk
19 February 2026 UK
Reporter: Zarah Choudhary

The acquisition aims at enabling customers to move seamlessly from identifying regulatory change to automatically assessing the impact on policies, procedures, and controls enterprise wide

NeoXam renews partnership with CNP Assurances
19 January 2026 France
Reporter: Tahlia Kraefft

The new agreement continues the firms’ partnership through 2032 and confirms NeoXam DataHub’s role as the group’s central repository for securities and ESG data management

Amundi announces tokenisation of its first fund
28 November 2025 France
Reporter: Matthew Challis

The launch is in partnership with CACEIS, who will provide the technology and infrastructure for tokenising fund units, digital portfolios for investors, and the digital order platform for subscriptions and redemptions

Arcesium launches Aquata Marketplace
10 October 2025 US
Reporter: Zarah Choudhary

Aquata Marketplace provides users with access to preconfigured integrations with 20 third-party partners including data and software providers, counterparties, and fund administrators

Apex Group expands in Africa
05 September 2025 Rwanda
Reporter: Zarah Choudhary

The new office, in Rwanda, will provide clients with a suite of solutions, including fund administration, corporates services, compliance solutions, and ESG advisory services