Cauris, a debt investment manager, has appointed SS&C Precision LM to provide administration services for its new private debt fund. Cauris leverages DeFi and blockchain to provide access to institutional-grade investment opportunities in companies expanding access to financial inclusion. SS&C’ Precision LM will support the administration of debt financing in the Global South. Cauris provides…
Richard
Centralis acquires Wheelhouse
Centralis, a Luxembourg-based corporate & fund services provider, has acquired Wheelhouse Advisors, which specialises in regulatory and prudential management, regulatory reporting, accounting and tax. Wheelhouse’s solutions are designed to reduce risk, improve efficiencies and create value. It supports more than 900 clients globally, with over USD130bn of assets under reporting. The deal follows Centralis’ recent…
Sherpa AM appoints EFA to administer PE fund
EFA, the Luxembourg-based administrator that is in the process of being acquired by Universal Investment, has been named as central administrator to the Diversified Opportunities Fund, a private equity fund managed by Swiss-based Sherpa Asset Management. EFA will provide fund accounting as well as registrar & transfer agency services.
Partners Group selects Equity Trustees for new debt fund
Partners Group, a Switzerland-based private markets firm with USD127bn AuM, has selected Equity Trustees to be the responsible entity (trustee) of its latest fund launch – a new private debt fund in Australia. Partners Group started working with Equity Trustees in 2011.
Liontrust extends SS&C relationship
Liontrust Asset Management Plc, the UK-based fund management company, has extended its relationship with SS&C following its recent acquisition of Majedie Asset Management Limited. Liontrust will now use Eze Investment Suite to help manage the majority of its GBP38.5bn USD48.2bn) in assets under management and advice (AuMA). Liontrust has been using Eze Investment Suite’s order…
DB transacts first two ESG repos
Deutsche Bank’s New York agency securities lending team has transacted its first two ESG off balance sheet investments. The trades, which amounted to USD550m, were transacted on behalf of two of the bank’s U.S. based state pension fund clients which aimed to demonstrate their commitment to tackling climate change, ensuring gender diversity, better working conditions…
JTC hires MD for South Africa
JTC, the professional services provider, has appointed Elize Botha as managing director – South Africa. She will be responsible for overseeing JTC’s Cape Town office which employs over 180 people, providing a range of services to institutional clients in the global asset management industry. The office was established in 2007 and became part of the…
Neil Coxhead moves – again
Tilney Smith & Williamson, a UK-based wealth management and professional services provider, has appointed Neil Coxhead as chief executive of its host ACD and fund administration business. Coxhead has over 30 years’ experience in the UK funds industry and joins from asset management servicing group Waystone.
Octopus selects Equity Trustees
Equity Trustees, the Australian custodian and trustee, has been selected to provide both custodian and trustee services to Octopus Australia, the local subsidiary of Octopus Group, one of the largest owners of renewable energy projects in Australia and Europe.
J.P. Morgan hires senior RBC manager
Dave Scanlan has joined J.P. Morgan as executive managing director, fund services EMEA operations, based in Dublin. Scanlan joins from RBC Investor & Treasury Services, where he spent more than eight years, most recently as global head of specialist product services. His move follows the recent departure of Padraig Kenny, formerly the head of RBC’s…