The Highvern and Permian Group plans to acquire Guernsey-based Oak Fund Services, part of The Opera Group. Oak Fund Services supports alternative investment structures, including private equity, real assets and infrastructure. The business is led by James Tracey who, following completion of the acquisition, will become head of funds, Guernsey for the group.
Category: Independents
Langham Hall appoints Lux head
Tatyana Boger has re-joined Langham Hall, the UK administrator, as head of fund administration in Luxembourg after a brief period as partner at a professional services business. Having originally joined Langham Hall in 2015, she went on to spend more than ten years with the firm.
Apex participates in new RE fund
Apex is one of the participants in the launch of a blockchain-native real estate fund, developed in collaboration with Archax, Goldman Sachs, LRC Group, and Ownera. Apex is providing AIFM services through Fundrock LIS, along with fund administration and depositary services of assets other than financial instruments through its Luxembourg office, and bank account services…
IQ-EQ appoints APAC AO head
IQ-EQ has appointed Wyn James as its head of asset owners for Asia-Pacific, a newly created position. Based in Singapore, he will report to Stuart Pinnington, IQ-EQ’s global head of asset owners. He was previously in private practice.
Suntera appoints European chief
Suntera Global, the C.I.-based administrator, has appointed Stephen Bond as head of European funds and corporate sales for its corporate and fund services division, based in London. He joins from RQC Group.
Tatton appoints Citi & FundRock
Citi has been appointed as depository and custodian by Tatton Investment Management Ltd for the Tatton fund range in the UK. Apex FundRock has been appointed as the authorised corporate director. The appointments cover multiple UK fund umbrellas and approximately GBP10bn (USD13.5bn) AuM. Alongside the ACD mandate, Apex will provide fund administration and transfer agency,…
Ultimus expands with DF
Ultimus has expanded its long-standing partnership with Donoghue Forlines. In addition to continuing administration services for Donoghue’s mutual funds and variable insurance trusts, Ultimus has extended its scope to include servicing the DF Tactical 30 ETF.
Dimensional selects SS&C
Dimensional Fund Advisors has appointed SS&C to support the launch of ETF share classes of its U.S. multi-class funds. SS&C will provide operational and technology support to facilitate mutual fund share class–to–ETF share class conversions. Dimensional is headquartered in Austin, Texas, and has 15 global offices across North America, Europe, Asia Pacific, and Australia. As…
Aztec hires from Apex
Aztec, the C.I.-based provider of private markets services, has appointed Maria Von Horvath as senior director, private equity fund accounting, and strategic client delivery lead. She was previously head of operations for the Dallas office at Apex. She will continue to be based in Dallas and will lead private equity fund accounting and strategic client…
UI appoints BNY
Universal Investment, the Germany-based fund services provider, has appointed BNY as its servicing partner for its Irish ICAV-based ETF platform. BNY will provide fund administration, depositary services, and ETF-specific operational support.