Alison Manley has joined the Ireland board of Universal Investment, the Germany-based administrator, as an independent non-executive director and chair. She has over 25 years’ experience developing funds and financial products and is an experienced non-executive director of Irish regulated UCITS, AIFs and ManCos. Manley established and was CEO of Goodbody Fund Management, a Super…
Category: Independents
Apex appoints chief risk officer
Andrew Jones has been appointed chief risk officer for Apex Group. He previously held the same role at Sanne, which Apex acquired earlier this year. He is based in Jersey, C.I.
Ultimus supports MF conversion to ETF
Ultimus Fund Solutions, the U.S.-based independent provider of fund administration, accounting, and investor solutions, has supported the conversion of the Conductor mutual fund to an ETF. in its role as accounting agent, administrator, distributor and chief compliance officer, Ultimus partnered with IronHorse Capital, a longstanding client, to facilitate this conversion. Converting to an ETF allows…
Apex launches compliance solutions in U.S.
Apex has expanded its global compliance solutions service to the U.S. market. The global compliance solutions team provides clients with tech-enabled compliance and AML solutions. The expansion into the U.S. market will help to address clients’ risks and concerns around ESG, AML and financial crime, as well as delivering compliance advisory support including for emerging…
TrustQuay gets new investor
TrustQuay, the UK-based technology provider to the global trust, corporate and fund services industry, has announced that Hg, a leading software and services investor, has become the majority investor in the business. As part of the transaction, the TrustQuay management team will continue in the business whilst the former majority owner, Silverfleet Capital, has fully…
Gen II hires two seniors from Citco
Gen II Fund Services, the U.S.-based independent private capital fund administrator, has appointed Nikolaos Perros as chief operating officer and Ishita Shah as chief commercial officer. Most recently, Perros was head of private equity at Citco Fund Services. Shah also joins from Citco, where she was head of private equity, North America. Gen II has…
ZEDRA promotes in Guernsey
ZEDRA, the Switzerland based administrator, has appointed Elaine Kennedy as managing director of its Guernsey office, reporting to Steven Bowen, head of Channel Islands. She joined ZEDRA in 2005. Nick Slinn is promoted to deputy managing director.
Clearwater to acquire JUMP
Clearwater Analytics, a U.S.-based provider of SaaS-based investment accounting, reporting, and analytics solutions, has entered into an agreement to acquire France-based JUMP Technology. Clearwater expects the acquisition to close before year-end. The terms of the agreement will lead to the purchase of JUMP Technology for EUR75m. The acquisition will add 100 employees serving 70 clients…
Vistra acquires in France
Vistra, the Singapore-based provider of advisory and administrative services, has entered into a Sale and Purchase Agreement (SPA) with MAS France, a French provider of domiciliation, administration and directorship services in the real estate and private equity sectors. This transaction will expand Vistra’s global footprint by entering the French market, making it the 47th jurisdiction…
Crestbridge appoints head of Southampton
Crestbridge, the C.I.-based alternatives administrator, has appointed David Bridger as head of its Southampton, UK office. He will be responsible for overseeing and enhancing the operational expertise provided through the business’s expanding office in Southampton, Crestbridge’s central hub for specialist fund accounting, processes and development. Prior to joining Crestbridge Bridger worked for Aztec Group, overseeing…