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United Fintech appoints Mukherjee as Head of M&A
21 August 2025 UK
Reporter: Zarah Choudhary

Rupsa Mukherjee will work closely with United Fintech’s founder and CEO, Christian Frahm, and the executive team to identify high-potential companies and lead acquisition strategy

Northern Trust expands its partnership with NDRIO
13 August 2025 US
Reporter: Zarah Choudhary

The North Dakota Retirement and Investment Office will be including outsourced trading services, which will support the agency’s strategy to bring more of its SIB asset management in-house

J.P. Morgan wins US$200 billion California custody mandate
08 August 2025 US
Reporter: Karl Loomes

The California State Treasurer’s Office selects J.P. Morgan Securities Services for custody of state investment and insurer assets

7IM announces next phase of partnership with Tikker
31 July 2025 UK
Reporter: Zarah Choudhary

Through the software, 7IM’s model portfolio managers and delivery teams can now use a single upload to rebalance 7IM’s portfolios across its platform

Ocorian appoints Rowland as Commercial Director
29 July 2025 Jersey
Reporter: Zarah Choudhary

Craig Rowland brings nearly 20 years’ experience in senior business development roles, with his most recent role as chief revenue officer at Cleveland & Co

AccessFintech selects Shenton as CEO
28 July 2025 US
Reporter: Tahlia Kraefft

Sarah Shenton will steer the company’s next stage of product transformation and growth

Sibos adds Paris and Dubai to future host city line-up
24 July 2025 France, UAE
Reporter: Karl Loomes

Swift says it has expanded event rotation to reflect global market diversity

Buscema joins Ocorian as the Commercial Director
18 July 2025 US
Reporter: Zarah Choudhary

She will be a part of the US funds team and report to Markus Jolic, head of sales excellence at Ocorian

Citi’s Global Transfer Agency deploys Fenergo platform
17 July 2025 UK
Reporter: Zarah Choudhary

Using the Client Lifecycle Management platform, Citi now enables customised assessment for AML and KYC checks for clients

MembersCap and Archax launch the first reinsurance fund
10 July 2025 UK
Reporter: Zarah Choudhary

The move aims to deliver uncorrelated, high- yield returns through multi-blockchain deployment with dual fiat and digital currency subscriptions

JTC acquires Citi Trust
01 July 2025 UK
Reporter: Jack McRae

As part of the acquisition, Rob Laughlin, former head of Citi Trust and Wealth Planning, has joined JTC as group director for private client services

Tofil joins CACEIS as Head of Custody Settlement
26 June 2025 Ireland
Reporter: Jack McRae

She leaves her previous position of custody manager at RBC Investor and Treasury Services to join the asset servicing provider