Xcitek has appointed Neil Sheppard as chief operating officer with responsibility for managing the company’s corporate actions software XSP in Europe, in support of the European growth strategy. Prior to joining Xcitek, Sheppard has held a variety of project management, product and business development roles in corporate actions at Magenta One, UBS, Morgan Stanley, Dresdner Kleinwort Wasserstein, ABN Amro Equities and Citibank.
Client onboarding and Know Your Customer (KYC) processes are becoming more complex as regulation drives towards the inclusion of beneficial ownership data and requires financial institutions to improve customer due diligence still further. The webinar will discuss the need for beneficial ownership data, how it can be sourced and how it can be efficiently and...
Investment managers must take a fresh approach to data management, stressing trusted partnerships with outside expertise over traditional outsourcing models, as they seek to adapt to a rapidly changing economic landscape, a report has urged. The binary build-versus-buy strategy that has been the basis of innovation adoption for decades has been upended by advances in...
Following the success of the 15th Data Management Summit NYC, A-Team Group are excited to announce our new event: AI in Data Management Summit NYC!
It’s hard to believe that as early as the 2009 Group of 20 summit in Pittsburgh the industry had recognised the need for greater transparency as part of a wider package of reforms aimed at mitigating the systemic risk posed by the OTC derivatives market. That realisation ultimately led to the Dodd Frank Act, and...