Equiom, the C.I.-based professional services provider, has appointed Jon Jennings as its new group CEO. He joins from JTC plc where he was group head of institutional client services. His appointment follows the recent announcement that funds managed by Alcentra have become the new majority owners of the group, and the appointment of Farah Ballands…
Category: Independents
Equity Trustees selected by GQG
Equity Trustees, the Australian administrator, has been appointed Responsible Entity (trustee) by GQG Partners, a U.S. boutique global equity manager, for its new fund, GQG Partners Global Quality Dividend Income Fund.
State Street adds FundGuard to Alpha platform
State Street has selected FundGuard to deliver a strategic accounting solution for State Street Alpha. FundGuard is a scalable cloud-native investment accounting, fund accounting, and contingency NAV solution. The FundGuard accounting solution will be integrated for STP from portfolio management and trading in the Charles River Investment Management Solution through to custody and administration. A…
IDR hires veteran bus dev director
Stu Williams has joined IDR as business development director. Based in Boston, he will be responsible for the growth of IDR’s North American business. IDR provides a central, globally accepted and standardised way for private capital investors to onboard.
Aztec hires for banking & treasury
Paul Clohesy has joined Aztec Group as head of banking and treasury, based in its Jersey office. He joins from JTC, where he was treasury director.
Alison Manley joins U-I’s Ireland board
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…
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…