Citco has expanded its private markets offering to include services for U.S. SEC registered entities accepting retail investors. Citco has appointed Chris Shaw to lead the retail alternatives division. He joins from SS&C where he played a key role in the creation of its retail alternatives transfer agency. The expansion will provide services including fund…
Category: Independents
ZEDRA appoints CEO
ZEDRA has appointed Dean Blackburn as CEO.He joined the business as deputy CEO in 2024, He is based in Jersey.
GemCap and M Square partner
GemCap has formed a partnership with MC Square, which will offer clients with products and fund domiciles in Dublin and Luxembourg. With the combined in-house regulatory and operational expertise across both jurisdictions, clients can structure and manage UCITS, AIFs, ICAVs, RAIFs, inter alia. MC Square Group, the holding company of MC Square S.A., a third-party…
TMF wins RE mandates
TMF Group, a Netherlands-based provider of financial, funds and corporate services, has been appointed by Chelsfield Asia to deliver a combination of fund administration and corporate services. Chelsfield Asia is an international real estate investment company focused on asset management, development and investment with operations in Hong Kong, SAR, Shanghai, Singapore and Tokyo. The deal…
Apex appoints COO
Apex has appointed Jeff Weiner as chief operating officer, based in the U.S. His background includes senior roles at institutions including Fiserv, Bank of America, Fannie Mae, Wells Fargo, and most recently, Conduent.
Wesleyan expands with SS&C
Wesleyan Assurance Society, a UK-based financial services mutual, has partnered with SS&C to develop its digital-first wealth management platform. The platform builds on Wesleyan’s long-term relationship with SS&C, which has served as the transfer agent for the Wesleyan Unit Trust Managers range of funds for over 20 years. Wesleyan has selected SS&C Hubwise to deliver…
Suntera supports PCC fund launches
Suntera Global, a C.I.-based provider of fund, corporate, and private wealth services, has been appointed as the fund administrator of a newly incorporated Protected Cell Company (PCC), initially establishing two Guernsey-domiciled investment fund cells launched by Thornbridge Investment Management. The initial cells will be launched as Green Fund Cells under Guernsey’s Green Fund framework, and…
FundApps links with Aladdin
FundApps, a fintech focused on shareholding disclosure monitoring, and Aladdin, BlackRock’s technology business, have formed a partnership to integrate FundApps’ compliance service with the Aladdin platform.
Ultimus supports interval fund launch
Ultimus, the U.S.-based independent provider of fund administration, accounting, and investor solutions, has supported the launch of OneAscent Capital LLC’s first interval fund, OneAscent Capital Opportunities Fund. With the support of Ultimus’ retail alternatives experts, the interval fund was structured to leverage efficiencies with OneAscent’s existing product offerings, a family of ETFs under Ultimus’ series…
Wastone opens ManCo in UAE
Waystone, the European provider of specialist services to the global asset management industry, has launched a new onshore, independent ManCo and distribution company in the United Arab Emirates. The new ManCo will be led by Caoimhghin O’Donnell, who has relocated from Waystone’s Dublin office, where he led the firm’s third party ManCo operations in Ireland.