The firms have entered into a prime brokerage services referral partnership, where clients will be offered multi-asset class custody and securities lending capabilities
The move to integrate Taskize’s functionality into Meritsoft’s Trade Tracking and Exception Manager aims to enable faster query resolution in a drive to minimise trade settlement fails
Emma Burt will act as director of repo sales for the firm’s rates and sales group, bringing more than 20 years of experience in financial services to the role