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Fund administration

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Local firms are seeking to scale and automate investment operations and move away from outdated, legacy systems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

Ares extends SS&C contract

Contract extension sees upgrade to SS&C Geneva platform

JTC appoints head of ManCo services

Kok's appointment reflects the firm’s strategy to grow and develop its global ManCo and AIFM proposition post-Brexit

Estera becomes Ocorian

Decision to operate under Ocorian brand follows July 2019 merger

Aztec Group makes four senior promotions

Aztec Group has made four promotions to the group’s senior team, and a further 133 across the entire business

Are you being served?

Aggressive consolidation plays across the fund administration sector are prioritising revenue growth ahead of improving service levels.

IQ-EQ’s Greenwell joins Aztec as BD associate director

He is responsible for identifying and developing business opportunities across real assets and private debt

State Street partners with iCapital Network

The partnership is a response to high net worth investors and family offices increasingly wanting access and exposure to alternative asset classes

JTC makes two senior appointments

Fiona Wild joins from IQ-EQ and Marie Fitzpatrick from Langham Hall

PE funds most popular product for Guernsey in 2019

Findings come from Monterey Insight’s 25th Guernsey Fund Report, and account for the year to the end of June 2019

IQ-EQ appoints new UK and Ireland managing director

Legrand has also joined the firm's executive leadership team

Sanne creates first CTO role

Marie Measures will also join the group's executive committee

FIS acquires majority stake in Virtus

Deal sees tech vendor move into outsourced space

Sanne appoints Shanghai country head

Meng has joined as part of the firm's wider APAC expansion

Intertrust appoints UK BD head

Chan will also focus on building and managing relationships with prospects and intermediaries as well as develop new global opportunities

Take the risk

The cultural shift towards robust risk management is finding its way to private equity, and with it, the potential to unravel entrenched structures.

Craic on

Reforms to Ireland’s LP structure will likely be legislated in early 2020, however, after years of promises, what will actually be legislated and will PE care?

Sanne and Colmore tie-up on GP tech

The project is based on Colmore's Helios platform

Crestbridge granted Luxembourg licence

New licence adds to existing offerings in UK, Jersey, Bahrain and Cayman

Harmonate launches data ops platform for funds

The offering responds to investor demand for more transparency

5 minutes with… Linnovate Partners

The Drawdown catches up with Linnovate’s new MD Redmond Lee to find out about the technology-focused fund administrator’s expansion into Europe

Ocorian granted Luxembourg licence

The firm can act as a depositary to AIFs

Citco expands Solovis partnership

Platform enables LPs to change how they collect and share data with key stakeholders