Category: Independents

IQ-EQ, the Luxembourg-based administrator, has expanded its Luxembourg senior management team with the appointment of Peter Corry as country delivery director, fund services, and Emilie Romain as client director, funds. Corry was previously at State Street, whilst Romain joins from RBS International. IQ-EQ also hired Sukanya Lal as business development director focusing on India.  She…

JTC, the C.I.-based funds and corporate services provider, has agreed to acquire NES Financial, a U.S.-based provider of specialist fund administration services. Founded in 2005, NESF has 58 employees, all of whom will join JTC, delivering services from Boston, Massachusetts, where its fund administration operation is based, and San Jose, California, which is the company’s…

Vistra, the independent fund administration, trust and corporate services provider, has hired a team of four private equity specialists from TMF Group. All are based in the U.S. Anastasia (Kim) Williams, commercial sales director, recently led the private equity practice in North America at the TMF Group. Prior to that, she was a senior member…

UMB Fund Services has hired Mike Huisman as senior vice president, director of transfer agency. He joins from Envision Financial Systems, where he was the head of alternative product solutions. Scott Schulenburg, who has run transfer agency since 2015, is moving into a client relationship management role.

EFA, the Luxembourg-based administrator, has been appointed to provide administration services to the REINO RF CEE Real Estate Fund, a RAIF formed as part of a strategic collaboration between Poland-based REINO Capital and Australian firm RF CorVal. The fund, targeting the Polish real estate market, will have EUR750m of assets under administration and will be…

Apex, the Bermuda-based administrator, has appointed co-heads for its private equity and real estate business, which administers c. USD300bn. Elaine Chim is appointed head of private equity and real estate for the Americas, and Gareth Smith is  head of private equity and real estate for the EMEA and APAC regions. Chim joined Apex in 2018…