SEI has appointed three leaders in Luxembourg, reporting to Ian MacWilliams, managing director of SEI’s Luxembourg office. Claire Matteucci serves as head of depositary, overseeing depositary services, which SEI recently launched in Luxembourg. Matteucci most recently was head of depositary for Standish Management Luxembourg, Manuel Martin de Rosales is conducting officer, responsible for compliance and…
Category: Independents
Apex expands in Vietnam
Apex has raised its commitment to Vietnam, with a new country head and a new country office based in Ho Chi Minh City, Tyler McElhaney will lead a team of corporate and financial services professionals. McElhaney has over 20 years of international experience, having lived in the U.S., China, Singapore, Hong Kong, Qatar and Vietnam.…
Ocorian hires for Dallas
Ocorian, a C.I.-based provider of asset servicing for private markets and corporate and fiduciary administration, has hired Lynne Westbrook as head of fund services in Dallas. Prior to joining Ocorian she was a director in private markets at Aztec.
SEI launches AIFM services in Lux
SEI has launched depositary services for Luxembourg alternative investment funds. SEI provides depositary services to more than 430 funds from other fund centres. SEI claims to be the largest fund administrator for private market funds in Luxembourg that are managed by a U.S. firm, and the largest private credit fund administrator by assets globally.
Coller appoints RE for new fund
Coller Capital, an investor in the secondary market for private assets, has selected Equity Trustees to be the responsible entity (trustee) of its new fund, the Coller Private Equity Secondaries Fund. The fund is an Australian managed investment scheme available to both qualified retail and wholesale investors.
Waystone appoints ME chief
Waystone, the European provider of specialist services to the global asset management industry, has appointed Nigel Pasea as country head for the Middle East. He joined Waystone in 2021 as part of the acquisition of CCL Compliance, and has been leading the company’s compliance solutions business in the UAE. Waystone currently employs 45 people in…
Frontier launches on SEI platform
Frontier Asset Management, a U.S.-based firm, has selected SEI’s Advisors’ Inner Circle Fund series trust as its operational platform to launch six new active ETFs.
Allvue acquires PFA
Allvue Systems, LLC, a fintech provider of alternative investment solutions, has acquired PFA Solutions LLC, a provider of compensation and carried interest software solutions for firms across private equity, private debt and venture capital.
Ocorian acquires in U.S.
Ocorian, the C.I.-based provider of fund and corporate administration services, has acquired EdgePoint Fund Services, a U.S.-based fund administrator providing fund administration services to U.S. fund managers across private markets.
CSC builds FCM team
CSC has expanded its newly combined funds and capital markets (FCM) division with the appointments of John Hebert and Venkat Srinivasan. Hebert will extend his current role to incorporate funds, moving from president of global capital markets to become president of the FCM division. Srinivasan has been appointed global head of funds and enterprise capabilities,…