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SS&C Technologies Holdings has appointed Smita Conjeevaram (pictured), an industry veteran with decades of  experience leading the operations of global financial services companies, to the firm’s Board of Directors.  A CPA with ten years of experience in the Big 4, Conjeevaram is a well qualified financial expert with significant regulatory and international tax expertise. In her most recent operational role, she served as chief financial officer of the credit hedge funds of Fortress Investment Group, a USD74 billion global investment firm. Prior to that, she served as the CFO of Everquest Financial, Strategic Value Partners, ESL Investments and Sentinel Advisors.
Alternative investments specialist Franklin Square has hired Marc Yaklofsky as Senior Vice President of Corporate Development. Yaklofsky will lead business development and strategic initiatives, while further developing Franklin Square’s stakeholder communication efforts.   “Marc has extensive experience in business development and stakeholder relations, and is an excellent addition to our team,” says Michael F Gerber, Executive Vice President of Franklin Square. “As we have grown as a firm, so too have our opportunities to execute on strategic initiatives, and we look forward to Marc helping us continue our growth.”   Yaklofsky was most recently Managing Director, Head of Stakeholder Relations,
BCS Global Markets (BCS), the international arm of BCS Financial Group, the largest broker of securities on the Moscow exchange, has appointed Bradley Duke and Alex Romer-Lee as Non-Executive Directors. As part of their role as members of the BCS UK board, both Alex and Bradley will provide additional oversight and constructively challenge and help develop Company strategy.   Romer-Lee joins BCS having held Non Executive Directorships at FCE Bank plc, where he chaired the Audit Committee; Alex was previously a Partner at PricewaterhouseCoopers (previously Coopers& Lybrand and Deloitte Haskins & Sells) between 1976-2001 heading up their financial services business
Deutsche Asset & Wealth Management (Deutsche AWM) has appointed Matthew Lamb (pictured) as Co-Head of Alternatives Coverage in the Global Client Group. He will report to Dario Schiraldi, Head of Global Client Group. The appointment comes with the launch of a new Alternatives Investment Specialist team which is responsible for retail and institutional coverage of liquid and illiquid alternatives. Lamb will co-head the team with Gianluca Muzzi, who steps into the role in addition to his existing responsibilities as Co-Head of Real Estate for Europe.   The creation of the Alternatives Investment Specialist coverage team reflects the significant growth within
Crestbridge in Jersey has been approved by the Jersey Financial Services Commission (JFSC) to provide Management Company (ManCo) solutions to Jersey funds, adding further to its offshore and onshore alternative fund servicing and management capabilities. The award of the licence means that Crestbridge in Jersey will now be one of only a handful of firms able to act on behalf of fund managers as an appointed management company, provide risk management oversight, oversee delegation for portfolio management, central administration and distribution, and coordinate communication with third parties and regulators.   The Jersey ManCo option is anticipated to be popular amongst
The Guernsey office of JTC, a provider of institutional client and private client services, will now be led by Adam Moorshead (pictured). As well as being the Managing Director of the Guernsey office, A Moorshead dam who joined JTC in 2015 following the acquisition of Kleinwort Benson’s fund administration business, will have cross-jurisdictional responsibilities. He will also sit on the global management board of JTC’s Institutional Client Services division. Moorshead has more than 25 years of industry experience and a proven track record in managing multi-disciplinary teams across leading international financial centres. He also has extensive management experience specifically within
EBS BrokerTec, ICAP's market-leading electronic foreign exchange (FX) and fixed income business, has appointed Tim Cartledge as Chief Strategy Officer. Cartledge will report to Gil Mandelzis, CEO and join both the EBS BrokerTec Executive Management Team and the ICAP Global Executive Management Group. Tim will be based in London.   Cartledge was formerly at Barclays Bank where he was Head of Global Fixed Income Currencies and Commodities (FICC) Electronic Trading from 2014 until May 2015. Between 2004 and 2014, he held various positions as Managing Director at Barclays Capital where he was responsible for building Barclays’ highly successful electronic FX
Osaka-based asset manager, Nippon Capital Asset Management J-LLC is moving onto the  international stage with the opening of a new office in China. Nippon Capital provides customised portfolio management services covering equities, fixed income, hedge funds and private equity.   The news comes just days after China’s securities regulator moved closer to a normalisation of market functions when it announced it was removing the ban on new IPOs it had imposed four months ago at the height of this summer’s stock market collapse.   Nippon Capital provides customised portfolio management services covering equities, fixed income, hedge funds and private equity.
Capital markets consulting firm GreySpark Partners has opened a new office in New York, its first significant presence in the United States. Founded in 2009, GreySpark has rapidly expanded its reach globally and it has now over 85 consultants delivering projects in multiple countries, with New York being the newest hub after Hong Kong, Sydney and Edinburgh. This move gives GreySpark a firm footing in the region, as the US market continues to generate interesting opportunities but is also going through new challenges posed by regulators and the increased competition.    GreySpark Partners works with investment banks, hedge funds and
Sussex Partners, an independent specialist advisory firm focused on single manager hedge funds and founds of funds, has appointed Filippo Montalbano as Managing Director of the firm’s office in Zurich. Montalbano has joined from Credit Suisse Private Bank where he was one of the earliest members of the Bank’s Alternatives Investment group, joining in 2008 and subsequently helping to grow the Bank’s advisory business from three to 50 staff, and from zero to CHF10 billion of assets during his eight years with the bank.   Since 2010, Montalbano’s focus has been advising clients on single manager hedge funds, funds of

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08 October, 2026 – 8:00 am

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