Fenergo expands into asset management

Fenergo, the leading provider of Client Lifecycle Management (CLM) solutions & services for financial institutions, has announced its expansion into the asset management sector, with the creation of a new buy-side division lead by Kevin O’Neill.

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Mr. O’Neill was most recently the Head of U.S. Asset Manager segment for Royal Bank of Canada’s Investor & Treasury Services (RBC) and has a proven track record in Asset Servicing, Asset Management & Wealth Management.

Commenting on Mr. O’Neill’s appointment, Fenergo’s CEO, Marc Murphy, stated, “The establishment of our new buy-side division firmly represents our growth strategy as we fortify our presence in this sector and extend the successful brand that we have established in the Corporate & Institutional Banking markets. This division will build on the extensive work we have done and continue to do with a number of leading Asset Managers. I am pleased to welcome Kevin to Fenergo and extremely confident that he will be a key contributor in successfully developing and expanding our buy-side presence.”

The establishment of a new buy-side division directly aligns with Fenergo strategic objective to deliver value-added, innovative and proven CLM services and solutions to both buy- and sell-side institutions globally. Fenergo is ranked by Chartis as the #1 dedicated provider of CLM solutions.

Mr. O’Neill stated, “I am excited to be joining Fenergo at this stage of their growth. Having established the industry standard for Client Lifecycle Management across global sell-side markets, the company’s next logical step is to replicate that success in the Asset Management sector. Fenergo is the market leader in providing CLM technology and delivering digitized solutions. Extending those onboarding and compliance capabilities to Asset Managers will greatly enhance the end-client experience, reduce regulatory risk, and increase speed to market, making the buy-side that much more efficient.”

“We will be deploying the same innovative methodologies,” Mr. Murphy added, “to the Asset Management sector that we have used in creating the global onboarding standard for the sell-side. A significant part of that approach is our collaboration with our client community through our established set of Regulatory and Technology Forums (representing 20,000+ risk and compliance professionals). The inclusion of representatives from the asset management community will enhance our solution set even further.”

Mr. O’Neill has an established and successful track record as an institutional business development executive that spans more than 25 years. As Head of the U.S. Asset Manager segment for Royal Bank of Canada’s Investor & Treasury Services (RBC) he drove new revenue growth across various Asset Servicing, Asset Management and Wealth Management businesses. Prior to that role, he was RBC’s Head of the Sovereign Wealth Fund (SWF) & Central Bank business segment, covering the largest institutional investors in Asia, the Middle East, Latin America and Europe.

Mr. O’Neill holds a Bachelor of Arts Degree in Financial Services (Honours) from University College Dublin and has numerous relevant diplomas from the Institute of Bankers, Ireland. He is also a Certified Investment Fund Director (The Institute of Banking).  

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