C8 Technologies, a direct indexing fintech, has appointed three senior hires with immediate effect – David Jervis joins as Global Client Officer, Mark Curtis as Americas Client Officer, and Xavier Ducros as Key Account Manager for Northern Europe.
C8 Technologies, a direct indexing fintech, has appointed three senior hires with immediate effect – David Jervis joins as Global Client Officer, Mark Curtis as Americas Client Officer, and Xavier Ducros as Key Account Manager for Northern Europe.
The three senior hires will focus on accelerating growth across Europe and the US, allowing institutional investors to customise their investments via direct indexing in one end-to-end process. Direct indexing facilitates the creation of fully bespoke portfolios, which are becoming increasingly important as customisation and the interest in ESG-focused investment strategies continue to grow.
The hires follow the USD7 million Series A financing, led by Ventura Capital, on 2 June 2021 and form the client facing team that includes Ricardo Baroni, Key Account Manager for Southern Europe, who focuses on Italy, Spain, Portugal, and Italian-speaking Switzerland.
Jervis brings a wealth of experience having spent 35 years working in the investment banking and wealth management industries, most recently as Head of International Relationship Management across Fixed Income and Equities at Bank of America. Prior to this, he held several positions at Merrill Lynch in London and Tokyo, including Head of Wealth Management EMEA and management roles in European, Emerging Market and Japanese Equities.
Curtis will work across the US, Canadian and LATAM regions using his extensive experience working in large financial institutions and smaller alternative investment management businesses in New York. Curtis spent 11 years at Merrill Lynch across Global Markets and Global Wealth Management delivering client solutions across asset classes before working for Winton, Mariner Investment Group and Adrian Lee & Partners.
Ducros brings an in-depth knowledge of investment and structured solutions having worked across Europe and in Hong Kong for companies such as HSBC, Commerzbank AG, and Rabobank International. Ducros’ most recent accomplishment was as founding partner at ARC Responsible Investment where he developed an ESG Big Data equity index and optimised sustainability investing by developing ESG solutions and tools. He will focus on France, Belgium, Luxembourg, Netherlands, and French-speaking Switzerland.
Mattias Eriksson, Co-Founder and CEO, says: “It’s tremendous to see the momentum that we are building at C8. Our recent Series A capital raise has allowed us to build the business across new markets, invest in excellent people and develop new products. We are delighted to work with David, Mark and Xavier as we expand our global client reach and relationships, empowering investors in their quest to shape and execute customised investments via the power of direct indexing.”
