Phoenix American Financial has onboarded Delaware Statutory Trust (DST) fund sponsor Parking Vault for fund administration. Phoenix American will support Parking Vault with its investor relations platform featuring the STAR-XMS transfer agency system.
Category: Alts
Apex appoints Goji for onboarding
Apex has appointed Goji, a UK-regulated fintech offering investors digital access to alternative investments, to enable alternative asset management clients to manage all stages of the investor lifecycle. Apex’s digital onboarding solution, powered by Goji, provides alternative fund managers with the ability to onboard their investors from any jurisdiction via a single, secure online platform,…
Stonegate appoints CIO
Stonegate Global Fund Services has appointed Adam Alesandro as chief information officer. He was previously in private practice.
SS&C acquires CFO
SS&C has acquired Complete Financial Ops, Inc. Fund Services, a Colorado-based fund administration firm. CFO Fund Services delivers fund administration to private equity funds and family offices. Terms of the all-cash deal were not disclosed. The acquisition adds 25 clients and eight employees.
U.S. Bank promotes Breda Sullivan
U.S. Bank has given Breda Sullivan an expanded role as head of depositary, custody and banking for its European investment services business. Sullivan has been with U.S. Bank since 2017, and was previously head of depositary services in Europe. Her promotion follows the recent appointment of Didier Delvaux as head of global fund services for…
Maples hires fiduciary head for Lux
The Maples Group has appointed Jorge Pérez Lozano as head of fiduciary services in Luxembourg. He joins from Amicorp, where he was COO. Regulated by the CSSF, the group’s Luxembourg office provides fiduciary, fund and entity formation and management services to a range of Luxembourg vehicles and clients, including corporations, banks, and structured finance arrangers,…
Galaxy to acquire GK8
Galaxy Digital Holdings Ltd., a financial services and investment management provider in the digital asset, cryptocurrency, and blockchain technology sectors, intends to acquire GK8, a secure institutional digital asset self-custody platform. The acquisition will be the result of a sale process executed in connection with Celsius Network LLC‘s Chapter 11 bankruptcy and is subject to…
Phoenix American wins RE mandate
Ashford Inc., a U.S.-based real estate investment fund sponsor, has appointed Phoenix American to provide agent and back-office operational services.
Blume appoints IQ-EQ
Blume Equity, a European climate-tech growth investor, has appointed IQ-EQ to support its maiden fund launch. IQ-EQ Luxembourg will support the new fund with administration, depositary and ManCo services under AIFMD. The team will also provide the GP with a range of corporate services. In addition, IQ-EQ’s UK business is providing regulatory hosting services.
Accelex partners with qashqade
Accelex, a SaaS platform provider specialising in alternative investment data management, has established a partnership with qashqade, a Switzerland-based software solution provider that enables private capital allocators and asset servicers to automate their waterfall and valuations workflows. The partnership will allow clients of both firms to leverage an end-to-end solution, from the automated extraction of…