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Options, a managed service and IT infrastructure provider to the global capital markets industry, has appointed former NYSE Technologies sales executive, Helen Viccars (pictured), to the firm’s global sales team.  Viccars, who was responsible for EMEA sales and account management at NYSE Technologies, joins Options as VP Sales and Account Management. As the latest addition to Options’ European sales and account management team, Viccars will be responsible for driving new business growth, evolving relationships with key strategic clients and ensuring customer success across new and existing clients. Her arrival follows the announcement last month that Options has opened a new
Ruta Ziverte has joined Oppenheimer Funds as a senior portfolio manager in the newly formed Multi-Sector Fixed Income team, reporting to Michael Mata (pictured), head of the new Multi-Sector Fixed Income team, which looks across global debt markets for attractive opportunities. Mata also continues as lead portfolio manager for Oppenheimer Global Strategic Income Fund and a portfolio manager of Oppenheimer Global High Yield Fund. Ziverte joins the firm from GE Asset Management, where she was a high yield portfolio manager.   Mata, Ziverte and research analyst Anuranjan Sharma comprise the new team, which oversees multi-sector fixed income investment strategies for
Weeden Prime Services, a prime brokerage services provider for hedge funds, has expanded its sales and client services teams. Joining the Weeden sales team are industry veterans Robert Jordan and Andrew Brown. Jordan had been a partner of Wells Fargo’s Prime Brokerage division since 2008. He was instrumental in establishing and expanding Wells Fargo’s presence in the Boston, Massachusetts area and will play a similar role at Weeden.   “It’s an exciting time to join Weeden Prime,” says Jordan “The emerging and middle market hedge fund manager needs a reliable and dedicated prime services partner that will provide the platform
Citi has made a number of strategic hires to its Investor Services franchise in Europe, the Middle-East and Africa (EMEA). Simon Kempton will join as EMEA Head of Prime Finance and will be responsible for driving the growth of Citi’s Prime Finance platform throughout the region. He will report to Chris Cox, EMEA Head of Investor Services and Adam Herrmann, who joined Citi from UBS earlier this year as Global Head of Prime Finance.   Daniel Caplan will join as EMEA Head of Investor Services Sales. In this role, he will be responsible for building and leading Citi’s regional sales
Confluence, a specialist in investment data management automation for regulatory, financial and investor reporting, has added to its London team with the appointment of Katie Kiss as Director of Performance Analytics. Kiss has more than 12 years’ experience in the performance measurement field. She previously served as Global Solution Manager for Performance at SS&C Technologies. Prior to that, she spent 10 years at UBS Global Asset Management where she served as UK Head of Performance for six years. She was responsible for performance reporting and analysis.    At Confluence, Kiss will be charged with the implementation of a global go-to-market
Financial advisory firm Carolon Capital has named Joanne Verkuilen (pictured) as Global Head of Client Services. In addition to fund management and fundraising services, Carolon offers investor relations and marketing support to financial services firms in the US and Europe. While Verkuilen will be involved in all facets of Carolon’s business, her primary responsibility will be to direct the investor relations and marketing services for Carolon’s clients.   “This is an important milestone for Carolon,” says Tim Smith, President and Managing Director of Carolon. “By adding Joanne to the team, we gain an accomplished leader in the field of marketing
Calypso Technology has appointed Pedro Porfirio as Senior Vice President, Chief Product Officer. In this role, Porfirio will be responsible for overall product strategy, driving product development and innovation across Calypso's solutions. Prior to joining Calypso, Porfirio spent 15 years in leadership roles in Europe and the Americas in FX and rates trading in both cash and derivatives. He was previously at State Street, Dresdner Kleinwort and Lehman Brothers. Most recently, Porfirio was Managing Director, Head of Interest Rates Derivatives Trading at Jefferies International Ltd in London where he was instrumental in setting up the interest rate derivatives operations front
Lombard Odier Investment Managers (LOIM), the institutional asset management arm of Lombard Odier Group, has appointed an Insurance Linked Strategies (ILS) team to offer institutional clients a further asset class with low correlation to mainstream assets. Gregor Gawron joins with team members Simon Vuille and Marc Brogli. Gawron led the CAT bonds and ILS offering at Dynapartners and before that at Falcon Private Bank. Prior to this, Gawron was a portfolio manager in the ILS team at RMF/Man Investments, where he worked closely with his current team.   Based in LOIM’s office in Zurich, the ILS team will report to
Schulte Roth & Zabel (SRZ) has added attorney John J Mahon as a partner in the Investment Management Group, resident in the firm's Washington DC office. Mahon joins SRZ from Sutherland Asbill & Brennan LLP. Mahon brings to SRZ extensive experience in advising private equity firms and other financial sector participants in a wide range of capital markets and securities law matters. He has counselled on the establishment and operation of business development companies, registered closed-end funds and other similar public and private vehicles that comply with complex regulatory structures, such as the Investment Company Act of 1940, the Investment
The New York office of global law firm K&L Gates LLP has added Edward Dartley as a partner in the firm’s investment management, hedge funds and alternative investments and private equity practices. He joins K&L Gates from Pepper Hamilton LLP. Dartley’s practice encompasses many areas across the asset management industry, with particular focus on alternative investment asset classes, private equity and venture capital funds, and managed accounts, as well as regulatory, compliance, and operational matters and compliance audits. Previously a former counsel and chief compliance officer with a registered investment adviser with several billion dollars under management, he has extensive

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09 June, 2026 – 8:00 am

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