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Rathbones now live with Iress’ Xplan
06 August 2024 UK
Reporter: Klea Neza

Xplan will also be the financial planning platform of choice for Rathbones' upcoming integration with Investec Wealth & Investment

ICE Bonds and MarketAxess connect liquidity networks
06 August 2024 US
Reporter: Klea Neza

The companies plan to establish unique connectivity to their respective protocols and liquidity pools

La France Mutualiste moves unit-linked activities to Clearwater Analytics
06 August 2024 France
Reporter: Jack McRae

The partnership allows La France Mutualiste to automate manual tasks, enhance operational efficiency, and drive future growth

ACE Alternatives secure major investment from Kneip
05 August 2024 Germany
Reporter: Jack McRae

Kneip will also be joining ACE as chairman of the Advisory Board

Investec selects Doomernik to lead TRS team
05 August 2024 Netherlands
Reporter: Daniel Tison

In this newly created role, Tom Doomernik will be responsible for building the bank’s client book in the Netherlands and creating a team on the ground

Investor Communications Japan and Broadridge launches ESG Access
02 August 2024 Tokyo
Reporter: Clelia Frondaroli

The software aims to aggregate environmental and social performance data from over 800 sources into a single rating, enabling clients a clearer understanding of their ESG standing

Tradeweb completes acquisition of ICD
02 August 2024 US
Reporter: Daniel Tison

With this move, Tradeweb adds corporate treasury professionals as a fourth client channel, complementing its existing focus on institutional, wholesale and retail clients

Société Générale appoints Farah as Head of Global Banking and Advisory
02 August 2024 US
Reporter: Klea Neza

Fouad Farah will oversee the strategic direction of the Global Banking and Advisory business unit and its ongoing transformation

BNP Paribas enters negotiations to acquire AXA Investment Managers
02 August 2024 France
Reporter: Carmella Haswell

The agreed price for the acquisition and the set-up of the partnership is valued at €5.1 billion, and is expected to complete mid-2025

ISI Markets acquires EPFR
02 August 2024 UK
Reporter: Clelia Frondaroli

The acquisition will expand ISI Markets’ dataset to include investor sentiment insights, as well as enhance clients ability to track money movements across North American regions

OpenTrade onboards Jaworek
01 August 2024 UK
Reporter: Carmella Haswell

Ronnie Jaworek joins the company from institutional- grade crypto custody solutions firm Zodia Custody, where she most recently acted as sales manager

Credicorp Capital deploys Tenemos Multifonds
01 August 2024 UK
Reporter: Clelia Frondaroli

The new platform will enable Credicorp Capital to handle transaction volumes with greater stability as well as improve digital asset management across LatAm regions