Category: Independents

Exchangelodge, a US-based provider of SaaS digital process automation and data integration solutions to alternative investment managers, has launched Exchangelodge Version 2.0, which includes a fund administration oversight module. This module automates a fund of hedge fund manager’s review of their administrators by utilising workflows, business rules, and data interrogation to highlight exceptions.

Alter Domus, the Luxembourg-based fund and corporate services provider, has appointed three new country executives in Europe, all reporting to George Rologis, head of EMEA. Mark Gebauer has been appointed country executive for Germany. He was an associate partner at Ernst and Young. Therese Wijnen has been appointed country executive for the Netherlands. She joins…

Aztec Group, the C.I.-based administrator, has appointed Keith Mallet to its corporate services team in Jersey. He joins the corporate services leadership team and will oversee a number of client relationship teams providing company secretarial, administration and accounting services to corporate structures, including fund vehicles, SPVs, trusts, co-invest vehicles, listed funds, MOMEs and management incentive…

Ocorian, the C.I.-based administrator, has made three appointments in Luxembourg. Susana Carvalho joins as associate director, head of funds operations. She was previously head of operations at a Luxembourg-based alternative investment fund manager. Emmanuelle Poret joins as head of client onboarding. She previously led the client relationship management department for Arendt Services. Rachel Aguirre joins…

Ultimus Fund Solutions has agreed to acquire LeverPoint Management, a U.S.-based provider of fund administration and support services to private equity, venture capital and real estate managers. Ultimus’ private fund business will operate as Ultimus LeverPoint Private Fund Solutions and will provide administration for approximately USD90bn of private fund assets across 230 clients. In total,…

Prologis, the U.S.-based industrial real estate investment manager, has selected Apex Group to provide depositary and transfer agency services to the Prologis European Logistics Fund. PELF is Europe’s largest open-ended logistics fund, with assets valued at EUR10.6bn. The fund, which is domiciled in Luxembourg, will be serviced by the Apex subsidiary, European Depositary Bank.

05AUG19: Oak and Fairway Group, both C.I.-based administrators, plan to merge. Fairway is an owner-managed fiduciary business with over 100 employees offering trust, corporate, fund administration and pension services in Jersey. Oak, a private client, corporate services and fund administration business, has its HQ in Guernsey, with offices in the Isle of Man, Jersey, Luxembourg,…