Pat Sharman has left CACEIS. Sharman, who spent almost 30 years at HSBC, was most recently country head for the UK, having joined CACEIS after its acquisition of KAS BANK.
Year: 2024
Crestbridge hires RE director
Crestbridge, the UK-based administrator, has appointed Craig Leitch as director, real estate services. Based in Jersey, C.I., he will be responsible for the management of a portfolio of complex corporate real estate clients. He joins from TMF. Crestbridge’s PE/RE businesses are in the process of being acquired by Gen II Fund Services.
Fenergo hires CCO from Salesforce
Fenergo, the Ireland-based provider of digital solutions for KYC, transaction monitoring and CLM, has appointed Andrew Brandman as chief customer officer. Based in New York, he will oversee all post-sale functions from client onboarding to software implementation, adoption and customer success. He joins Fenergo from Salesforce, where he was chief customer officer of financial services. He…
Palmer gets green light in Jersey
Palmer, the UK-based fund administrator focused on the private capital sector, has received regulatory approval in Jersey, C.I. Palmer partnered with Carey Olsen, the law firm, to support it through the approval process.
JTC makes senior changes in Jersey
JTC, the C.I.-based administrator, has made senior management changes in Jersey. Kenny Rae takes over from Paul Weir as managing director – Jersey. Weir, who held the position for three years, will move to a new strategic role within JTC’s group risk and compliance team. Rae, who has been with JTC for more than 17…
Ocorian partners for ESG reporting
Ocorian, the C.I.-based administrator, has formed a partnership with Treety, an ESG SaaS solution provider specialising in private markets. Ocorian will now offer a suite of ESG reporting tools to its fund services clients, including customised dashboard and analytics, sustainability risk assessment mapping, SFDR annex and disclosure templates, and ESG/impact data collection and approval flows.
Aztec appoints RE head
Aztec Group, the C.I.-based administrator, has appointed Claire Stapleton as group head of real assets. Based in Kilkenny, Ireland, she joins from BNY Mellon, where she was global head of real estate accounting. Prior to that, she was head of the Kilkenny real assets & private equity team at State Street International (Ireland) Limited. Her…
Alter Domus launches new PA service
Alter Domus, the Luxembourg-based provider of fund administration, private debt, and corporate services for the alternative investment industry, has launched its Key Client Partnerships (KCP) practice to help private markets firms scale their middle- and back-office infrastructure. The KCP approach is centred on investing in long-term relationships with clients, covering everything from migrating products from…
Arteria AI hires from BNY Mellon
Arteria AI, a fintech specialising in enterprise documentation infrastructure, has hired Kay Hayre as a strategic account director. Hayre joins Arteria AI from BNY Mellon, where she was head of business development for UK and Ireland in the asset servicing and digital division. Based in London, Hayre will be responsible for driving new business, with…
IQ-EQ expands in France
IQ-EQ has expanded its real estate service with the extension of its AIFM licence in France to include real estate. The firm is now able to act as AIFM in France for all alternative asset classes.