HornbyChapman, the UK-based asset servicing and post-trade recruiter, has appointed Andy Allen as managing director and head of sales, APAC. Allen was most recently head of APAC ex-Malaysia for RBC’s investor services business, and has over thirty years’ post-trade experience in Hong Kong, Singapore, Kuala Lumpur, Sydney and London. The appointment follows the recent hiring…
Month: January 2024
U.S. Bank wins multi-domicile mandate
U.S. Bank has been appointed by Monroe Capital LLC to provide custody, fund administration and depositary services for its new fund structure, Monroe Capital Private Credit Fund V, including Luxembourg, U.S. and Irish entities. Monroe Capital has a 20-year track record in direct lending/private credit.
SS&C wins UK TA mandate
Schroders Personal Wealth, the financial planning joint venture between Schroders plc and Lloyds Banking Group, has appointed SS&C as transfer agent. SS&C will provide fund registry, investor services and digital solutions for the full range of SPW’s funds, with GBP12.7bn (USD16bn) AuM.
IQ-EQ promotes for new sales role
IQ-EQ has promoted Mattias De Mol, previously business director for Luxembourg, to a newly created role of regional head of sales operations for Continental Europe.
SILC picks PAXUS
The SILC Group, a specialist Australia-based trustee and fund administration business focused on alternative investment assets, has selected the PAXUS fund administration system for its third-party fund administration business operations. PAXUS is a platform offered by Pacific Fund Systems, the Isle of Man-based fintech owned by Apex. SILC has opted for a full SaaS PAXUS-CLOUD…
Odyssey wins U.S. TA mandate
Odyssey Trust Company, a Canada-based administrator, has been appointed transfer agent and trust company for Civeo North America.
Bad Moon Rising
Some deals look great from the start. Others, not so much. Let’s, for one moment, put aside the question of why anyone, ever, anywhere, wants to make an acquisition. For all the associated flute music about product adjacencies, new skills and new markets, scope and scale, blah, blah, blah, M&A is a messy business, often…
Manaos wins major client mandate
La Mutuelle Générale, a provider of health and retirement insurance in France, has selected Manaos, a BNP Paribas data management platform, for its ESG data collection and reporting needs. As part of the mandate, La Mutuelle Générale will use Manaos for the production of financial reports on climate and biodiversity. These reports will serve as…
Apex merges ESG businesses
Apex has merged two of its ESG businesses to form Holtara, led by the group’s head of ESG product, Emma Bickerstaffe, reporting to Chris Mulhern, chief product and technology officer at Apex. Holtara currently supports >3,400 investment managers and companies in over 50 countries. The Holtara platform, ESG Advantage, is designed to simplify and streamline…
Ocorian hires CMO
Ocorian, the C.I.-based provider of fund administration, capital markets, corporate and fiduciary services, has appointed Matt Bythell as chief marketing officer. He was previously marketing director at Link Group, which is subject to a bid by MUFG.