Gen II Fund Services, a U.S.-based independent private capital fund administrator with USD900bn AuA, has launched E-Subdocs, a digital offering that automates the private fund subscription process, significantly improving the investor experience and providing PE managers with real-time information on their fundraising. E-Subdocs, which is powered by Anduin, streamlines fund subscriptions from start to finish.…
Category: Independents
SEI appoints 27-year veteran to new role
SEI has appointed Sandy Ewing to lead the company’s family office and regulatory services business lines, A 27-year SEI veteran, Ewing will continue to report to CEO Ryan Hicke. SEI Family Office Services delivers technology and outsourced services, including the Archway Platform, that support the accounting, investment management, and reporting functions of family offices, private…
IQ-EQ hires from Kneip
Polina Sakalian has joined IQ-EQ in Luxembourg as a client director in the private equity business. She was previously at Kneip, which was acquired by Deutsche Börse earlier this year.
Petra opens in Boston
Petra Funds Group, an independent provider of private assets fund administration solutions with USD55bn AuA, has opened an office in Boston. This follows its appointment by Denham Capital, a Boston-based private equity firm with over >USD12bn of invested and committed capital. The Boston office brings on board an experienced team of middle, back-office, and regulatory…
IQ-EQ appoints global head of insurance
IQ-EQ, the Luxembourg-based investor services provider, has appointed Shaun Geils as global head of insurance, a newly created position. Prior to taking on his new role, Geils was managing director, shared services in Mauritius. He will be based in London.
Maples launches new ESG solutions
The Maples Group has expanded its global fund services offering with the launch of new ESG solutions. The enhanced ESG offering includes data, reporting, and certification support, as well as a platform solution to support European distribution. Maples has implemented an ESG data and reporting system from Trucost, part of S&P Global, which provides analytics…
Aztec hires State Street exec in Ireland
Aztec, the C.I.-based administrator, has hired Kevin Hogan as head of fund services Ireland. He was previously at State Street, where he spent seven years.
Tirondola quits Citco to join FTI
FTI Consulting, Inc., a NYSE-listed business advisory firm, has appointed Connie Tirondola as a managing director in the investment administration & reporting group within the firm’s real estate solutions practice. Tirondola joins from Citco Fund Services (USA) Inc., where she was executive vice president of real assets for North America. Earlier in her career, Tirondola…
Apex to acquire SandsPoint
Apex is to acquire SandsPoint Capital Advisors, a U.S.-based professional services firm in the real estate sector. SandsPoint provides advisory and consultancy services to alternative asset managers, within the RE market. Outsourced services include fund accounting & administration, property accounting & administration, portfolio analysis, treasury services & expense processing, and are supplemented by consulting and…
Phoenix American signs deal with RE investor
Phoenix American has established a new fund administration relationship with alternative investment management firm RealSource Properties, Inc. Phoenix American will support the RealSource Multifamily REIT with its investor services platform featuring the STAR-XMS shareholder management/transfer agent system. The mandate comes after Phoenix American recently announced a strategic partnership with American Elm Distribution Partners, a managing…