Month: April 2022

CACEIS and Crédit Agricole CIB are supporting Antin Infrastructure Partners, the independent private equity firm focused on infrastructure investment, with the structuring of equity bridge financing for its first NextGen infrastructure fund. CACEIS has acted as the fund’s depositary, and Crédit Agricole CIB acted as arrangers and lenders of the EUR180m (USD195m) facility.

Apex Group has been appointed to provide fund services to Blockchain.com Asset Management (BCAM), a new crypto asset management platform powered by Blockchain.com with investments managed by Altis Partners, a C.I.-based manager. BCAM’s C.I.-domiciled funds will offer regulated crypto investment products for institutional investors, family offices and high net worth individuals. The platform is launched…

Ultimus Fund Solutions has supported the launch of interval and tender funds for three new clients: Fairway Capital Management, Lind Capital Partners, and an undisclosed registered investment advisor (RIA). For Lind Capital Partners, Ultimus helped launched an interval fund, for which it converted two limited partnerships into the fund. Ultimus assisted Lind by merging private…

IQ-EQ, the investor services provider based in Luxembourg, has rebranded its U.S.-based group companies – Blue River Partners LLC, Constellation Advisers LLC, Concord Trust Company, and Greyline Partners LLC – as IQ-EQ. IQ-EQ’s total U.S. headcount now surpasses 550, with plans to increase its U.S. headcount in 2022. IQ-EQ’s current U.S. footprint includes 10 offices…

Confluence, the U.S.-based technology solutions provider focused on the investment management industry, has hired Chris Riggio as chief revenue officer (CRO) and Phillipa McLune as chief client officer (CCO). Riggio is responsible for all sales and marketing strategies across all of Confluence’s products and services, and McLune is responsible for client success across all professional…

FundGuard, the AI-powered SaaS investment management and asset servicing enterprise platform, has closed a USD40m Series B funding round. The investment round included large strategic investors, Citi and State Street, who joined initial investors Blumberg Capital, LionBird Ventures, and Team8 Capital, inter alia, to back the company’s future-ready technology approach to asset servicing. This latest…

RBC Investor & Treasury Services has been named custodian by Evermore Capital Inc. for Canada’s first target date ETFs, eight of which were launched in February. RBC I&TS will also provide ETF accounting and administration services. This is a new relationship with Evermore, a Canadian asset management company currently focused on retirement ETFs. Myron Genyk,…