Greg Knapp has rejoined Opus Fund Services, a U.S.-based fund administrator, as VP, business development. He was previously with Opus from 2009-2015 and, after living in San Francisco for over 20 years, has recently relocated to Austin. He joins from Theorem Fund Services.
Month: December 2020
Nottingham files to convert mutual fund family to ETFs
The Nottingham Company, a U.S.-based fund administrator and private label issuer to the mutual fund and ETF industry, has filed with the SEC for the conversion of an existing family of mutual funds to ETFs. Nottingham administers >USD31bn AuA.
State Street hires Christian Bongiovanni as EMEA insurance segment head
State Street has appointed Christian Bongiovanni as the regional segment head for insurance in EMEA. Based in Milan, Bongiovanni is responsible for advancing the end-to-end service proposition for the firm’s insurance clients. He reports to Akhil Jain, global head of insurance, and Jörg Ambrosius, head of EMEA. Bongiovanni joins from The Boston Consulting Group, where…
Kelly Ramsey Gooch joins Ultimus LeverPoint from SS&C GlobeOp
Ultimus Fund Solutions has appointed Kelly Ramsey Gooch as client relationship officer for Ultimus LeverPoint, the firm’s private fund administration services group. She joins from SS&C GlobeOp. Ultimus bought LeverPoint in 2019.
Morningstar appoints Carne as UK ACD for new funds
Carne Group, an Ireland-based provider of services to asset managers, has been appointed by Morningstar as UK ACD for its new range of multi-asset funds.
Kedaara appoints SS&C GlobeOp as fund administrator
Kedaara Capital Advisors, a Mumbai-based private equity firm, has appointed SS&C GlobeOp as its fund administrator.
EFA appointed to administer new AMDG RE fund
EFA, the Luxembourg-based administrator, and Oddo BHF have been appointed by AMDG, a management company specialising in the structuring and management of real estate funds, to provide administration and accounting, depositary services and transfer agency for its new fund, AMDG Location Meublée (furnished rental).
CACEIS and Amundi launch front-to-back service
CACEIS and its sister company, Amundi, have launched a front-to-back solution for asset managers and owners, offering a portfolio management platform (ALTO), dealing services, middle office, custody and fund accounting.
Ocorian appoints Alan Booth as global head of cap mkts
Ocorian, a C.I.-based administrator, has appointed Alan Booth as global head of capital markets. Booth joined Ocorian in 2017 and is currently head of its UK offices, a post he will retain. Ocorian’s capital markets business line includes the provision of SPV administration, debt, CLO, escrow, captive insurance/ILS, maritime and aviation services.
Aztec Group hires Katie Thorpe as CFO
Aztec Group has appointed Katie Thorpe as chief financial officer. She will lead the finance, compliance, legal and risk teams. Based in the UK, Thorpe will sit on the Aztec group executive committee and group board. She joins from UK-based investment trust, the Law Debenture Corporation plc, where she was an executive director and CFO.