Category: Independents

SS&C has reported that more than 25 clients have signed up for its front-to-back platform, SS&C Aloha. Asset and wealth managers in more than 15 countries across North America, EMEA, APAC and Australia have selected SS&C Aloha in the last 12 months. SS&C Aloha supports investment operations on a single cloud-native system.

Two major M&A deals have closed: CSC and Intertrust have announced that shares representing 94.66pct of Intertrust’s outstanding capital have been tendered under the offer and that all other offer conditions have been satisfied. As a result, CSC has declared the offer unconditional. Settlement of the offer will take place on 4 November 2022. Waystone…

Apex has expanded its global compliance solutions service to Australia. This follows the recent expansion to the Singapore and U.S. markets, with compliance services now offered across more than 13 jurisdictions in four regions. In Australia, the team will be led by Karen Waldon-White. Prior to its acquisition by MMC in 2021, she was CEO…

Maples Group, the Cayman-based professional services provider, has appointed Kieran Fox as director, business development for its fund services business in Europe. Most recently, Fox served as the director of business development for Irish Funds, the representative body for the international fund and asset management community in Ireland. He will be based in Dublin.

REAG Investimentos, the second-largest independent fund administrator in Brazil, has selected Temenos Multifonds to replace its existing investment operations platforms. With >350 funds under administration, worth BRL76bn (USD14.4bn), REAG offers solutions and services aimed at investors and high-net-worth families, as well as businesses looking to buy, sell, or go public. REAG selected Temenos Multifonds to…

European Fund Administration has been appointed by LB-P Asset Management to provide administration and accounting services for its Euro Immo Scope and Exibail funds. Euro Immo Scope is a UCITS that invests in shares of companies operating in the real estate sector. Exibail is an OPPCI whose investment strategy aims to build up a portfolio…

First Manhattan Co. appointed Ultimus Fund Solutions to assist the firm in launching its first actively managed ETF. First Manhattan is an independently owned and operated investment advisory firm currently managing >USD20bn. The firm recently launched the FMC Excelsior Focus Equity ETF (FMCX), which utilises Precidian Investments’ proprietary actively managed ETF structure, ActiveShares.

Aztec Group, the C.I.-based administrator, has supported the launch of the EUR9bn (USD8.8bn) Nordic Capital Fund XI. Aztec has also been appointed to provide ongoing administration, financial reporting, depositary and investor services to the fund from its Jersey and Luxembourg offices, extending its relationship with Nordic Capital which dates back to 2013. Fund XI marks…