Solium | Jotup

Computershare to Buy European Public Equity Employee Share Plan Business From Shareworks by Morgan Stanley

Retrieved on:

Wednesday, September 20, 2023

Finance, Business, Banking, Professional Services, Other Professional Services, Morgan Stanley, Computershare, Acquisition, Capital, Construction, Cryptocurrency, Solium

Morgan Stanley acquired the European operations of Solium as part of the Solium Capital Inc 2019 acquisition.

Key Points:

Morgan Stanley acquired the European operations of Solium as part of the Solium Capital Inc 2019 acquisition.
Francis Catterall, CEO of Computershare Employee Share Plans, said: “The clients and team from Solium Capital UK are a natural fit for Computershare and will help us further enhance our ability to provide market-leading share plans to clients in the UK and Europe.
“Computershare has invested heavily in our employee share plans business in recent years, including upgrading clients to our EquatePlus platform and ensuring we continue to have the most robust regulatory frameworks.
The parties will work collaboratively to ensure the smooth transition of the business and staff.

Media Outreach: Calgary Innovation Week Nov. 21-27

Retrieved on:

Wednesday, November 2, 2022

CALGARY, AB, Nov. 2, 2022 /PRNewswire/ - Every city has a story to tell, and Calgary's is one of innovation.

Key Points:

CALGARY, AB, Nov. 2, 2022 /PRNewswire/ - Every city has a story to tell, and Calgary's is one of innovation.
Calgary, Alberta, Canada is emerging as a leading centre of tech and innovation in North America.
We invite you to experience the tech world's best kept secret by visiting Calgary during Innovation Week Nov. 21 to Nov. 27 hosted by Platform Calgary .From robots, drones and augmented reality to advances in agribusiness, energy and life sciences, Innovation Week showcases the diversity and depth of Calgary's bright minds and big ideas.
Hope to see you in Calgary at Innovation Week .

Group Five Releases 2022 Results for Equity Compensation Plan Administration Services

Retrieved on:

Thursday, September 15, 2022

NOVATO, Calif., Sept. 15, 2022 /PRNewswire/ -- Group Five's 2022 Equity Compensation Administration Benchmarking Study finds industry-wide client loyalty decreased two points from last year to a Net Promoter Score (NPS)* of 36. Industry-wide overall satisfaction for equity plan administration services increased one point over last year to 84% favorable.**

Key Points:

NOVATO, Calif., Sept. 15, 2022 /PRNewswire/ -- Group Five's 2022 Equity Compensation Administration Benchmarking Study finds industry-wide client loyalty decreased two points from last year to a Net Promoter Score (NPS)* of 36.
Industry-wide overall satisfaction for equity plan administration services increased one point over last year to 84% favorable.
Morgan Stanley has bought both E*TRADE's and Solium's administration business, JP Morgan has bought Global Shares, insightsoftware has bought Certent, and Siris has bought both AST's and EQ's administration businesses.
Group Five, a leader in business-to-business loyalty and satisfaction research, is best known for research in equity compensation plan administration and shareholder services.

Spiff CEO Jeron Paul Recognized as One of Utah’s Top Entrepreneurs

Retrieved on:

Friday, April 29, 2022

The WIN100 list, in its inaugural release, is made up of the top entrepreneurs in Utah as nominated by their peers and selected by a panel of judges.

Key Points:

The WIN100 list, in its inaugural release, is made up of the top entrepreneurs in Utah as nominated by their peers and selected by a panel of judges.
Nearly 1,200 entrepreneurs were nominated, representing a broad range of companies covering many sectors of the Utah economy, and 107 were selected.
I am humbled to be on this list of accomplished entrepreneurs who have all contributed so much to the entrepreneurial environment here in Utah, Paul said.
Prior to founding Spiff, Paul founded Capshare, which was acquired by Solium, Scalar, and Boardlink, which became part of Thomson Reuters..

Morgan Stanley to Transition Wilson Sonsini’s Capitalization Management Software to Shareworks

Retrieved on:

Tuesday, February 23, 2021

Professional services, Data management, Technology, Legal, Software, Finance, Banking, Finance, Financial services, Economy of New York City, House of Morgan, Mitsubishi UFJ Financial Group, Morgan Stanley, Subprime mortgage crisis, Solium, Morgan Motor Company, Wealth management, Morgan Stanley, Wilson Sonsini Goodrich & Rosati

The agreement will enable privately-held companies currently using Wilson Sonsinis proprietary capitalization management software to migrate to Morgan Stanleys Shareworks by Morgan Stanley (Shareworks) capitalization and stock plan platform.

Key Points:

The agreement will enable privately-held companies currently using Wilson Sonsinis proprietary capitalization management software to migrate to Morgan Stanleys Shareworks by Morgan Stanley (Shareworks) capitalization and stock plan platform.
Morgan Stanley acquired Solium Capital Inc. in May 2019 and the company was rebranded Shareworks by Morgan Stanley .
Morgan Stanley at Work and Shareworks by Morgan Stanley are service marks of Morgan Stanley or its affiliates.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

Morgan Stanley Expands Shareworks Stock Plan Footprint in EMEA

Retrieved on:

Tuesday, October 20, 2020

Professional services, Finance, Banks, Financial services, Companies, House of Morgan, Primary dealers, Solium, Morgan Stanley, Barclays, Morgan Motor Company

Morgan Stanley today announced an agreement to migrate the Barclays Global Stock and Rewards business to Shareworks by Morgan Stanley (Shareworks).

Key Points:

Morgan Stanley today announced an agreement to migrate the Barclays Global Stock and Rewards business to Shareworks by Morgan Stanley (Shareworks).
Prior to the migration of the Barclays stock plan business, Shareworks EMEA client base employed more than 125,000 stock plan participants who hold more than 14 billion (US$16.5 billion) in stock plan assets.
Morgan Stanley acquired Solium Capital Inc. and its Shareworks platform in May 2019, and the company was rebranded Shareworks by Morgan Stanley .
Morgan Stanley at Work and Shareworks by Morgan Stanley are service marks of Morgan Stanley or its affiliates.

Morgan Stanley and Mitsubishi UFJ Trust and Banking Corporation Enter Into a Strategic Alliance to Provide Stock Plan Solutions to Japanese Companies

Retrieved on:

Wednesday, September 9, 2020

Banking, Professional services, Insurance, Finance, Companies, Mitsubishi companies, Economy of Japan, Mitsubishi UFJ Financial Group, Morgan Stanley, Mitsubishi UFJ Trust and Banking Corporation, UFJ, Mitsubishi, Solium, MUFG Bank, Mitsubishi UFJ Securities International

Morgan Stanley today announced a strategic alliance between Shareworks by Morgan Stanley (Shareworks) and Mitsubishi UFJ Trust and Banking Corporation.

Key Points:

Morgan Stanley today announced a strategic alliance between Shareworks by Morgan Stanley (Shareworks) and Mitsubishi UFJ Trust and Banking Corporation.
Mitsubishi UFJ Trust and Banking Corporation is one of Japan's largest trust banks and a core member of Mitsubishi UFJ Financial Group, Inc. which has had a strategic alliance with Morgan Stanley since 2009.
Morgan Stanley acquired Solium Capital Inc. in May 2019 and the company was rebranded Shareworks by Morgan Stanley .
Morgan Stanley at Work and Shareworks by Morgan Stanley are service marks of Morgan Stanley or its affiliates.

ZayZoon Announces the Addition of Marcos Lopez and Ryan King to the Board of Directors and a $3.5 Million Equity Offering

Retrieved on:

Wednesday, June 17, 2020

Finance, Solium, Financial markets, Corporate finance, Morgan Stanley, Equity

In addition, the Company issued $3.5 million in a privateplacement to the new directors, current shareholders and certain new investors.

Key Points:

In addition, the Company issued $3.5 million in a privateplacement to the new directors, current shareholders and certain new investors.
Marcos Lopez is the Managing Director and Head of Shareworks by Morgan Stanley, a leading global software solution for equity administration, financial reporting and compliance.
Previously, Mr. Lopez was CEO of Calgary-based Solium, where Lopez was the original architect of the technology and a member of the executive team for almost twodecades.
Ryan King is the Co-founder and CTO of Chime, a San Francisco-based challenger bank with more than 8 million accounts.

U.S. Venture Capital Industry Starts Strong in 2019 Following Record-Breaking Year

Retrieved on:

Tuesday, April 9, 2019

Economy, Corporate finance, Entrepreneurship, Private equity, Venture capital, Solium, 1Q

The quarterly report is the authoritative source on venture capital activity in the US entrepreneurial ecosystem and is jointly produced by PitchBook and the National Venture Capital Associate (NVCA), with support from Silicon Valley Bank,Perkins Coieand Solium.

Key Points:

The quarterly report is the authoritative source on venture capital activity in the US entrepreneurial ecosystem and is jointly produced by PitchBook and the National Venture Capital Associate (NVCA), with support from Silicon Valley Bank,Perkins Coieand Solium.
Acquisitions propelled the highest quarterly value since 4Q 2014 and saw six deals closed over $650 million in 1Q 2019.
31.4% fewer funds were raised in 1Q 2019 than 1Q 2018, suggesting that the number of funds raised may decline in 2019 even if capital raised increases.
This fund size comprised 20.5% of funds raised in 2018 and increased to 30.8% in 1Q 2019 across eight vehicles.