Fund administration
22 May 2020
Aztec appoints two in Luxembourg
James Vella-Bamber has been named group head of private debt while Peter Brown is head of private debt
18 May 2020
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
15 May 2020
JTC opens Dublin office
Ronan Reilly and Imran Khan have been hired as MD and director, respectively, to lead the office
15 May 2020
Ocorian makes leadership team appointment
Melville Rodrigues has been hired to develop the firm's UK funds offering
13 May 2020
LGL makes double hire
Stephen McKenna is head of debt, while Zena Couppey has been named chief commercial officer
13 May 2020
Credit Suisse’s Zandona joins Apex
He is responsible for the continued growth of Apex’s Luxembourg offering
13 May 2020
Aztec names real assets head Jersey
Richard Anthony will continue to oversee outsourcing activities while assisting with the firm’s overall business development
12 May 2020
SimCorp enters South Africa
Local firms are seeking to scale and automate investment operations and move away from outdated, legacy systems
7 May 2020
SS&C partners with FLX Distribution
The partnership enables asset managers to access fund services and distribution opportunities in one place
6 May 2020
Sanne acquires Inbhear
The deal is part of Sanne's move to strengthen its expertise in Dublin
1 May 2020
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
1 May 2020
CSC expands fund services into Ireland
The firm was granted a licence to provide its offering there by the Central Bank of Ireland
29 April 2020
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
28 April 2020
Aztec promotes three in PE team
Matt Horton, Gavin Hayman and Alan Ross are part of the firm's PE leadership team
27 April 2020
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
24 April 2020
Apex expands Throgmorton into Jersey
This is the second of a number of geographic expansions planned for the brand.
21 April 2020
Ocorian acquires Allegro
The deal furthers Ocorian’s fund admin offering across all investment structures and specialisms including green energy, listed and private funds
14 April 2020
Sanne promotes Bingham to CSO
He will help drive the firm’s organic growth strategy and the development of its client service proposition
8 April 2020
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
7 April 2020
Citco launches tech platform for GCs
The platform aims to harmonise admin of global entities
3 April 2020
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
2 April 2020
IQ-EQ launches investor solutions offering
IQ-EQ has launched an investor solutions offering, a real-time reporting tool named Cosmos
1 April 2020
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
27 March 2020
Hazard warning: valuations in the midst of volatility
Key considerations for valuing portfolio companies in current conditions
27 March 2020
Apex launches digital banking platform
The solution processes and opens bank accounts without physical documents
25 March 2020
SS&C acquires Captricity
Captricity is a machine learning solution that translates paper and handwritten documents into a digital format
24 March 2020
MUFG hires two directors
The firm hired Lizzy Buss as executive director of EMEA Sales and Cliodhna Murphy as executive director, product development
16 March 2020
JTC acquires Sanne’s private client business
The £12m deal sees Sanne's team move into JTC's Jersey HQ
13 March 2020
Apex expands Throgmorton into US
Throgmorton, acquired by Apex in June 2019, provides tax, payroll HR and company secretarial services across the UK
3 March 2020
Aztec names non-executive director
Martin's appointment comes as the firm continues to grow its client base across Europe
27 February 2020
Comment: The outsourcing dilema
Jen Simkins of March Consultants says her connections are debating whether or not to outsourcing part of their operations
26 February 2020
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
26 February 2020
Gilbert joins Northern Trust
Gilbert joins from AltaReturn where she built out their AsiaPac business
25 February 2020
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
14 February 2020
Alternatives activity boosts SS&C’s revenue growth
The acquisitions of Intralinks, Investrack and Algorithmics contributed $48.1m to Q4 revenues
13 February 2020
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
10 February 2020
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
10 February 2020
Estera becomes Ocorian
Decision to operate under Ocorian brand follows July 2019 merger
10 February 2020
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
6 February 2020
Are you being served?
Aggressive consolidation plays across the fund administration sector are prioritising revenue growth ahead of improving service levels.
27 January 2020
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
24 January 2020
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
21 January 2020
JTC makes two senior appointments
Fiona Wild joins from IQ-EQ and Marie Fitzpatrick from Langham Hall
20 January 2020
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
15 January 2020
IQ-EQ appoints new UK and Ireland managing director
Legrand has also joined the firm's executive leadership team
13 January 2020
Sanne creates first CTO role
Marie Measures will also join the group's executive committee
6 January 2020
FIS acquires majority stake in Virtus
Deal sees tech vendor move into outsourced space
6 January 2020
Sanne appoints Shanghai country head
Meng has joined as part of the firm's wider APAC expansion
20 December 2019
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
19 December 2019
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.
16 December 2019
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?
10 December 2019
Sanne and Colmore tie-up on GP tech
The project is based on Colmore's Helios platform
4 December 2019
Crestbridge granted Luxembourg licence
New licence adds to existing offerings in UK, Jersey, Bahrain and Cayman
21 November 2019
Harmonate launches data ops platform for funds
The offering responds to investor demand for more transparency
15 November 2019
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
30 October 2019
Citco expands Solovis partnership
Platform enables LPs to change how they collect and share data with key stakeholders