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Symphony’s CEO David Gurle steps down


16 April 2021 Hong Kong
Reporter: Maddie Saghir

Gurle will continue to remain on the board of directors to support the company on strategic matters, while Brad Levy will take on the role as CEO from 1 June 2021
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Confluence set to acquire Fundpeak


16 April 2021 US
Reporter: Maddie Saghir

Fundpeak’s solutions help funds produce multilingual factsheets for marketing purposes and to meet local regulatory reporting requirements
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ECB in favour of a consolidated approach towards DLT


15 April 2021 Germany
Reporter: Maddie Saghir

The ECB’s new report seeks to establish a common understanding among European stakeholders of the progress that the industry has made to date in implementing DLT in line with the current regulatory system
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AFME calls for consistent ESG reporting requirements


15 April 2021 UK
Reporter: Maddie Saghir

A central component to unlocking change at the scale needed is for the regulatory framework to enable the procurement and disclosure of high-quality, comparable ESG data, says AFME
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Market ‘cop’ Gensler confirmed as SEC chair


15 April 2021 US
Reporter: Alex Pugh

As the agency faces new challenges — crypto, post-GameStop retail investing, ESG, to name a few — the appointment of Gary Gensler signals the end of the Trump administration’s hands-off approach to financial markets
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Canoe Intelligence collaborates with Holland Mountain


15 April 2021 US
Reporter: Maddie Saghir

Holland Mountain’s ATLAS data platform will be able to connect with Canoe’s technology to streamline the delivery and aggregation of clean alternative investment reporting data from all client systems into one reporting interface
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BNY Mellon selected for transfer agency services by Charles Schwab


15 April 2021 UK
Reporter: Maddie Saghir

"We are eager to work with the BNY Mellon team and have been impressed by its service model, solutions, deep industry experience and the strategic vision they bring to investor solutions," says Charles Schwab Investment Management's Mark Fischer
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Debbie Lee takes on role as China country head for Apex


15 April 2021 China
Reporter: Maddie Saghir

“We are pleased to welcome Debbie Lee to lead our China business at a critical time in the growth of our locally delivered financial services offering," comments Apex's Mantot-Groene