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Fund administration

IQ-EQ’s Peru & Partners makes two senior hires

Peru & Partners was acquired by IQ-EQ in 2019, and is dedicated to servicing the French PE industry

Temenos launches AI tool for fund admins

The firm claims it is the first to launch a software of this kind

Intertrust hires three in Luxembourg

Allison Whaley has been named head of fund client service, while Matt Breuer and Derek Russell have both been hired as client directors

Highvern promotes three

Julie Gallon, Emma Syvret and Sam Allen have been promoted within the firm's funds and private clients teams

Steadying the ship

Can a solid operating platform provide much needed certainty in an increasingly uncertain world?

Maples Group partners with IHS Markit

The partnership allows data on credit activity to automatically integrate into Maples’ accounting system

MUFG selects Broadridge’s loan tracking tech

Partnership comes off the back of strong growth in the private debt, credit and direct lending market

Standish adopts Astrella

Standish Management will use Astrella's data to support LP reporting and communications, capital calls and distributions as well as partnership accounting

DMS Group acquires Oligo

The acquisition enhances DMS’ European product offering to provide Swiss fund services and bespoke solutions to clients

Aztec appoints two to PE team

The firm appointed Paul Watson as director and Alexandra Prince as associate director in the PE team in Jersey

Crestbridge’s Newton relocates to Luxembourg

The relocation extends Newton’s current role to lead the growth of the firm’s fund services offering in Luxembourg

Equiom buys Borean

The acquisition is part of Equiom’s wider strategy to increase its services for asset managers in tier 1 jurisdictions

Saltgate promotes Morales to head of Jersey

She is responsible for managing and overseeing the delivery of the firm’s services to its Jersey clients

Apex hires two in Luxembourg

Apex Group has named Frederic Bilas as Luxembourg COO and Kris Allen as global head of client onboarding

Gen II appoints two Luxembourg board members

Martin Dobbins and Chris Edge are the newest members of its Luxembourg board of directors

Sanne names Luxembourg BD director

Jens Grüneklee will assist the wider EMEA business development team in all new and existing business development at Sanne Group Luxembourg and LIS

Aztec appoints Purves as non-executive director

In her new position, Purves will take active roles in Aztec’s risk and audit committees.

Cortland rebrands as Alter Domus

The enlarged group now counts $750bn of assets under administration, as well as 2,400 employees across 44 global offices

Apex expands Throgmorton in Switzerland

The new office provides accounting and tax compliance services, company secretarial and governance as well as payroll services to businesses operating locally

Ocorian names Bland as UK client services head

He is responsible for client service delivery to corporate and institutional clients, private clients, alternative investment funds and corporate trusts

Aztec appoints Devine in Luxembourg

She will oversee operations, client relationship management, controls, processes and reporting procedures for clients services

Apex CRO departs

Founder and CEO Peter Hughes has taken on Apex’s revenue management responsibilities on an interim basis

Aztec appoints two in Luxembourg

James Vella-Bamber has been named group head of private debt while Peter Brown is head of private debt

Colmore establishes ML and data team

Kamil Leoniuk and Lukasz Szczesiak to lead Colmore's new business unit focused on machine learning and data automation

JTC opens Dublin office

Ronan Reilly and Imran Khan have been hired as MD and director, respectively, to lead the office

Ocorian makes leadership team appointment

Melville Rodrigues has been hired to develop the firm's UK funds offering

LGL makes double hire

Stephen McKenna is head of debt, while Zena Couppey has been named chief commercial officer

Credit Suisse’s Zandona joins Apex

He is responsible for the continued growth of Apex’s Luxembourg offering

Aztec names real assets head Jersey

Richard Anthony will continue to oversee outsourcing activities while assisting with the firm’s overall business development

SimCorp enters South Africa

Local firms are seeking to scale and automate investment operations and move away from outdated, legacy systems

SS&C partners with FLX Distribution

The partnership enables asset managers to access fund services and distribution opportunities in one place

Sanne acquires Inbhear

The deal is part of Sanne's move to strengthen its expertise in Dublin

Palatine-backed SMP buys RBC’s corporate services HK

As part of the deal, RBC’s clients and employees of this division will transfer to SMP

CSC expands fund services into Ireland

The firm was granted a licence to provide its offering there by the Central Bank of Ireland

Apex partners with Triple Point

Apex will use Triple Point's blockchain platform to connect its clients with buyers and sellers on the secondary market

Aztec promotes three in PE team

Matt Horton, Gavin Hayman and Alan Ross are part of the firm's PE leadership team

MUFG hires TMF’s Mas in Luxembourg

He is responsible for establishing the oversight model and the continued expansion of the firm’s private equity and real assets operations in Luxembourg

Apex expands Throgmorton into Jersey

This is the second of a number of geographic expansions planned for the brand.

Ocorian acquires Allegro

The deal furthers Ocorian’s fund admin offering across all investment structures and specialisms including green energy, listed and private funds

Sanne promotes Bingham to CSO

He will help drive the firm’s organic growth strategy and the development of its client service proposition

How fund admins are supporting staff wellbeing amid WFH

Here are some examples of how fund admins are supporting their employees' wellbeing during this time

Citco launches tech platform for GCs

The platform aims to harmonise admin of global entities

JTC acquires US fund admin NESF

The deal is part of JTC’s ongoing growth strategy, which includes developing its ICS business in the US

IQ-EQ launches investor solutions offering

IQ-EQ has launched an investor solutions offering, a real-time reporting tool named Cosmos

Vistra hires four from TMF

The new recruits expand the firm's PE capabilities as it plans to introduce additional PE services later this year

Hazard warning: valuations in the midst of volatility

Key considerations for valuing portfolio companies in current conditions

Apex launches digital banking platform

The solution processes and opens bank accounts without physical documents

SS&C acquires Captricity

Captricity is a machine learning solution that translates paper and handwritten documents into a digital format

MUFG hires two directors

The firm hired Lizzy Buss as executive director of EMEA Sales and Cliodhna Murphy as executive director, product development

JTC acquires Sanne’s private client business

The £12m deal sees Sanne's team move into JTC's Jersey HQ

Apex expands Throgmorton into US

Throgmorton, acquired by Apex in June 2019, provides tax, payroll HR and company secretarial services across the UK

MUFG hires Feder for FX

The firm has also appointed Alberto Baptise in New York

Aztec names non-executive director

Martin's appointment comes as the firm continues to grow its client base across Europe

Comment: The outsourcing dilema

Jen Simkins of March Consultants says her connections are debating whether or not to outsourcing part of their operations

Hawksford announces firm-wide promotions

The firm promoted three members of its senior leadership team to directors, as part of the wider 67 additional promotions across the firm’s international offices

Gilbert joins Northern Trust

Gilbert joins from AltaReturn where she built out their AsiaPac business

JTC makes group-wide promotions

The firm made 85 promotions across its business including professionals within its Funds and Group Operations divisions in Jersey and Cape Town

IQ-EQ buys Blue River

The deal marks IQ-EQ's formal expansion into the US

Alternatives activity boosts SS&C’s revenue growth

The acquisitions of Intralinks, Investrack and Algorithmics contributed $48.1m to Q4 revenues

Tomorrow’s CFO leads

They will be expected to take on a leadership role as it adapts to the numerous regulation and technology changes going forward