Category: Independents

Apex is to acquire Implemented Investment Holdings Limited, the parent company of Implemented Investment Solutions and InvestNow. IIS provides investment services to large global fund managers, enabling them to establish and distribute New Zealand domiciled funds to their investors. Their clients also include New Zealand-based investment companies, including specialist investment managers, KiwiSaver providers, adviser groups,…

SS&C has appointed Bhagesh Malde to lead its newly combined global fund administration and servicing business. The new group will continue to operate as SS&C GlobeOp and brings together SS&C’s hedge fund administration, private markets administration, middle office, and insurance global servicing capabilities. Services also include middle- and back-office outsourcing and loan servicing. Malde will…

Apex plans to acquire Prometa Fund Support Services Inc., a Canada-based provider of fund services. Prometa delivers fund services to clients in Canada, the U.S., and Bermuda, including hedge funds, LSVCCs and mortgage investment corporations. Prometa administers >CAD28bn (USD21.5bn) for approximately 50 fund companies representing more than 180 funds and approximately 225,000 individual investors. The…

Crestbridge, the C.I.-based alternative fund services provider, has supported the close of Hiro Capital’s latest fund, a tech-focused venture capital firm. Crestbridge in Luxembourg was appointed as the EuVECA Manager whilst the firm also provided a range of fund administration, accounting and reporting services to support the launch of the EUR300m (USD300m) Hiro Capital II…

Universal Investment Group, the third-party ManCo and fund administration service provider, has secured a significant investment from Canada Pension Plan Investment Board (CPP Investments), alongside existing lead investor Montagu. The investment is subject to regulatory clearances. Universal Investment serves both institutional investors and asset managers and is active across the three largest European fund domiciles:…

ISPT, one of the largest property fund managers in Australia, has selected SS&C Sylvan for performance measurement, which will replace its internally built platform. ISPT has >AUD22bn (USD14.8bn) AuM. SS&C Sylvan will automate financial data ingestion, calculate both time-weighted (income, capital and total return) and money-weighted returns, and provide enhanced analytics on their property portfolios.

Inveniam Capital Partners, a fintech offering greater transparency and access to private market assets, has established a strategic partnership with Apex to offer Valuation as a Service to clients. Through the partnership, Inveniam and Apex will use Inveniam’s patented blockchain technology and the Inveniam.io data operating system to deliver digitally credentialled, higher-functioning private asset data…

IQ-EQ, the Luxembourg-based investor services provider, has acquired JGM Fund Services, a U.S. provider of fund administration and tax services for alternative investors specialising in the real estate and private equity asset classes. The acquisition of JGM increases IQ-EQ’s U.S. employee base to >650+ and >4,000 globally.

Mandatum Asset Management and fund services platform Universal Investment have launched a new open-ended senior secured loan fund for professional investors in Europe. MAM, the asset management arm of Sampo Group, will manage the sub-fund that will invest in the European and Nordic leveraged buyout financing market. Mandatum Global Investment Fund SCSp SICAV-RAIF – UI-Mandatum…