Coexis has promoted Sunil Shah from chief operating officer to chief executive officer, taking the place of Terry Williams. Williams has become chairman as the company aims to establish a presence in the U.S. and expand into the Far East. The former chairman Barty Smith has stepped down to become a non-executive director. Congratulations to the team for raising £100,000 for Sense International by doing sponsored trek up Mount Kilimanjaro in Tanzania.
Best execution under MiFID II and other current regulations presents practitioners with a daunting challenge: How does my firm provide evidence that it acted in the best interests of the client? The response necessarily requires storage of vast quantities of data from multiple sources and communications channels, for long periods of time – in the...
Juniper Square has, from a virtual standing start, become one of the fastest-growing providers of data and investor services to private-market participants. Earlier in the summer it received a US$130 million series D capital injection that underscored its prospects and valued the company within unicorn territory. That’s unsurprising for a company whose platform has, since...
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!
As the July 1, 2014 deadline for compliance with the Foreign Account Tax Compliance Act – or FATCA – approaches, financial institutions around the world are working to ensure their data management and operational systems will meet the requirements of the US legislation. This report discusses the requirements of FATCA and how the legislation is...