Fund administration
30 July 2020
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
29 July 2020
Temenos launches AI tool for fund admins
The firm claims it is the first to launch a software of this kind
28 July 2020
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
23 July 2020
Highvern promotes three
Julie Gallon, Emma Syvret and Sam Allen have been promoted within the firm's funds and private clients teams
23 July 2020
Steadying the ship
Can a solid operating platform provide much needed certainty in an increasingly uncertain world?
22 July 2020
Maples Group partners with IHS Markit
The partnership allows data on credit activity to automatically integrate into Maples’ accounting system
21 July 2020
MUFG selects Broadridge’s loan tracking tech
Partnership comes off the back of strong growth in the private debt, credit and direct lending market
15 July 2020
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
14 July 2020
DMS Group acquires Oligo
The acquisition enhances DMS’ European product offering to provide Swiss fund services and bespoke solutions to clients
9 July 2020
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
9 July 2020
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
6 July 2020
Equiom buys Borean
The acquisition is part of Equiom’s wider strategy to increase its services for asset managers in tier 1 jurisdictions
3 July 2020
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
2 July 2020
Apex hires two in Luxembourg
Apex Group has named Frederic Bilas as Luxembourg COO and Kris Allen as global head of client onboarding
26 June 2020
Gen II appoints two Luxembourg board members
Martin Dobbins and Chris Edge are the newest members of its Luxembourg board of directors
24 June 2020
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
11 June 2020
Aztec appoints Purves as non-executive director
In her new position, Purves will take active roles in Aztec’s risk and audit committees.
10 June 2020
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
8 June 2020
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
4 June 2020
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
1 June 2020
Aztec appoints Devine in Luxembourg
She will oversee operations, client relationship management, controls, processes and reporting procedures for clients services
1 June 2020
Apex CRO departs
Founder and CEO Peter Hughes has taken on Apex’s revenue management responsibilities on an interim basis
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