Tag: Financial Services

InvestCloud
Global, United States

InvestCloud Appoints James Young as Chief Information Officer

InvestCloud continues to bolster leadership with top industry talent James Young will also join Motive Partners as a Senior Advisor NEW YORK–(BUSINESS WIRE)–InvestCloud, a global wealth management software leader, today announced the appointment of James Young as its Chief Information Officer (“CIO”), responsible for the company’s technology strategy, product development, and operations. The announcement comes on the heels of a number of senior leadership appointments, … Continue reading InvestCloud Appoints James Young as Chief Information Officer

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Forge
Global, United States

Forge Enhances Institutional Focus with Appointment of Chris Lane

Lane to focus on managing institutional relationships, identifying new business opportunities and developing strategies to enhance Forge’s market positioning and continued growth. SAN FRANCISCO–(BUSINESS WIRE)–Forge Global Holdings, Inc. (“Forge”) (NYSE: FRGE), a leading provider of marketplace infrastructure, data services and technology solutions for private market participants, today announced that Chris Lane has joined Forge as Managing Director, Head of Institutional Relationship Management. Lane, who amassed … Continue reading Forge Enhances Institutional Focus with Appointment of Chris Lane

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Ncontracts
Global, United States

Ncontracts Acquires Quantivate

Leader in integrated risk management solutions boosts GRC assets, expands its solutions for the financial services industry December 12, 2023 10:00 AM Eastern Standard Time BRENTWOOD, Tenn.–(BUSINESS WIRE)–Ncontracts, the leading provider of integrated compliance, risk, and vendor management solutions to the financial services industry, announced it has acquired Quantivate, a growing provider of governance, risk, and compliance (GRC) solutions for banks and credit unions. “We … Continue reading Ncontracts Acquires Quantivate

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Wilshire
Global, United States

Wilshire Completes Acquisition of Lyxor U.S.

December 08, 2023 08:00 AM Eastern Standard Time SANTA MONICA, Calif.–(BUSINESS WIRE)–Wilshire, a leading global financial services firm, today announced the completion of its previously announced acquisition of Lyxor Asset Management Inc. (“Lyxor U.S.”), the U.S.-based investment advisor business of Lyxor Asset Management with $20.8 billion in assets under management1. This transaction brings together two firms that share an unwavering commitment to improving investment outcomes for clients. … Continue reading Wilshire Completes Acquisition of Lyxor U.S.

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CENLAR
Global, United States

Cenlar Appoints Two New Directors and Promotes One to Enterprise Portfolio Management Office

December 04, 2023 10:48 AM Eastern Standard Time EWING, N.J.–(BUSINESS WIRE)–Cenlar FSB, the nation’s leading mortgage loan subservicer, announced today that Kelly O’Donnell and Karen Sim have joined Cenlar as Directors of Enterprise Portfolio Management, and Darrin Borell has been promoted to Director of Enterprise Portfolio Management. “These exceptional leaders will be responsible for leading initiatives within the organization to further enhance our end-to-end processes … Continue reading Cenlar Appoints Two New Directors and Promotes One to Enterprise Portfolio Management Office

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