FundApps and WTAX sign strategic partnership
The two organisations aim to support investors as they manage increasingly complex cross-border requirements.
The two organisations aim to support investors as they manage increasingly complex cross-border requirements.
UK investment platform’s £5 billion fund range transitions to new custody, administration and ACD arrangements.
The investment management giant has also invested in the fintech to support the firm’s next phase of growth.
The appointment supports the company’s move to add Euronext Brussels alongside its existing Nasdaq listing.
Exchange group highlights settlement-cycle reform, FIC infrastructure expansion, and HKEX’s Orion technology platform as part of post-trade modernisation plans.
Under the new Model B structure, tri-party arrangement introduces fully segregated client asset holding across GBM’s prime brokerage platform.
Implementation marks an expansion of the strategic relationship between the two firms established in 2004.
Incoming hire spent more than 24 years at Morgan Stanley, holding senior roles including COO and head of strategy for reinvestment, global head of sales strategy.
Incoming executive brings nearly 30 years of senior leadership experience across fund administration, global custody and investment operations technology.
Former RBC, Citi, and fintech executive to drive growth and collaboration across international markets.