Ultimus Fund Solutions has hired several new senior managers. Jessica Chase joins as SVP, relationship management. She was previously at Apex. Lance Christofferson joins from SS&C as SVP, retail alternatives transfer agent. Kerric Kynard joins from ACA Group as SVP, business development. Jennifer Myers joins from Citi as SVP, fund accounting.
Category: Independents
Universal hires chief product officer
Universal Investment Group, the Europe-based fund services platform and Super ManCo, has scored a major coup with the appointment of Ronan Doyle as chief product officer. Doyle joins from CACEIS, where he was global head of product management, based in Dublin, having transferred from RBC following the takeover. U-I has also promoted André Jaeger to…
Apex partners with 1fs Wealth
1fs Wealth, a UK-based global wealth intelligence provider, has established a strategic partnership with Apex. 1fs Wealth’s AI-driven platform enables wealth owners to consolidate their assets, control risk, manage ownership and derive insights around their portfolio. Through the partnership, Apex clients will have access to 1fs Wealth’s digital infrastructure, which has the potential to help…
Arcesium launches RR solution
Arcesium, a provider of investment lifecycle and data management technology for the global investment industry, has launched a Regulatory Reporting solution that aims to reduce the resources required to manage regulatory compliance. The tool allows investment managers to remain compliant with evolving global reporting frameworks, using a trusted, single source of data pulled from within…
Gen II upgrades Southampton office
Gen II Fund Services an independent private capital fund administrator, has relocated its Southampton, UK office. Gen II’s Southampton team has moved to new premises with capacity for up to 300 staff. The office is a centre of excellence for fund administration technology and processes. The Southampton office came as part of Gen II’s acquisition…
Amicorp granted DIFC licence
Amicorp Fund Services, the Asia-based administrator, has been granted a Corporate Service Provider Licence by the Dubai International Financial Centre. The licence enables Amicorp to provide a full range of company management and administration services.
Apex expands with Flow
Apex has expanded its strategic partnership with Flow with the launch of Apex Ventures. Flow is a provider of private market infrastructure for investment managers. Apex Ventures is a specialist offering for VC managers and provides a unified, streamlined experience throughout the entire investment lifecycle of a VC fund.
Ocorian partners with Bartsch
Ocorian, the C.I.-based administrator, has formed a collaboration with Bartsch, a German tax and corporate services provider. Ocorian’s real estate, infrastructure, private equity, and corporate clients will now benefit from Bartsch’s expertise in tax and accounting services tailored for institutional investors, asset managers, and family offices.
Citco opens in Japan
Citco, the asset servicer to the alternative investment sector, has launched Citco Japan Co KK. Citco has >USD2trn AuA and offers a suite of middle-office and back-office services to alternative investment companies. Citco Japan Co KK will operate as Citco’s local operational headquarters in the region. The team will offer fund accounting, fund operations and…
Fulcrum launches second LTAF with Waystone
11NOV24: The UK’s FCA has approved the launch of Fulcrum’s first commingled long term asset fund (LTAF), WS Fulcrum Diversified Private Markets LTAF. Waystone, the provider of specialist services to the asset management sector, will act as the Authorised Corporate Director. This follows the launch of Fulcrum’s first LTAF earlier this year, for a single…