Month: April 2023

Eskom Pension and Provident Fund (EPPF) has appointed Apex to provide portfolio management platform and investment fund administration services for a period of five years. EPPF is South Africa’s second-largest retirement fund with over ZAR169bn (USD9.3bn) AuM. Apex will provide front- and middle-office services including portfolio construction and rebalancing; portfolio management; digitised order management; pre-…

IQ-EQ, the Luxembourg-based administrator, has appointed Matt Okolita as regional CEO, Americas. He was previously global head of outsourced business services. As part of this planned leadership transition he will take over the role from Mark Fordyce, who will remain as non-executive chairman of IQ-EQ Americas. Okolita will report to Mark Pesco, group CEO of…

Universal Investment Group has appointed Etienne Rougier as COO. He will be responsible for technology, operations and change management. Rougier’s appointment will see the C-suite expand, which currently consists of CEO Michael Reinhard, chief customer officer Katja Müller and chief regulatory officer Frank Eggloff. Rougier joins from AllianceBernstein where he spent almost 10 years in…

Jim Kelligrew, vice chair of corporate and commercial banking at U.S. Bank, will be retiring from the company on June 30. Gunjan Kedia will assume an expanded leadership role, overseeing a combined wealth management and investment services and corporate and commercial banking organisation. Kedia is a company vice chair and has been with U.S. Bank,…

Loomis Sayles, an affiliate of Natixis Investment Managers with USD282bn AuM, has selected Mercatus as its technology partner for private markets investments, starting with its private credit business, launched in 2021. The collaboration with Mercatus, a State Street company, will build on Loomis Sayles’ existing relationships with both State Street and Charles River Development. The…

C.I.-based Aztec Group has supported growth capital firm Highland Europe on its fifth fund, which closed after raising EUR1bn (USD1.1bn). Aztec has been administering Highland Europe’s funds since 2012 and, in addition to supporting on the close of Fund V, Aztec will continue to provide fund administration services to Highland Europe from its offices in…

Northern Trust has introduced a mobile app for its Front Office Solutions (FOS) platform. The app is available on the Apple App store for iOS devices and Google Play for Android devices. FOS is a cloud-based investment lifecycle platform that enables investment offices to view and analyse portfolio and investment information across all asset classes…

Next Gate Tech, a Luxembourg-based fintech, has raised EUR8m (USD8.8m) in a new funding round led by DB1 Ventures, the corporate venture capital unit of Deutsche Börse Group, with the continued support of existing investors, NewAlpha Asset Management, Volta Ventures, Expon Capital, and Seed X. Enrique Sacau, CEO of Kneip, a Deutsche Börse subsidiary, will…