IQ-EQ, the Luxembourg-based investor services provider, has hired Stefan Rolf as global head of securitisation and private debt, a newly created leadership position. Before joining IQ-EQ, Rolf was ING Bank’s global head of balance sheet distribution. Based out of IQ-EQ’s Amsterdam office, he will play a key role within IQ-EQ’s debt, capital markets & corporates…
Category: Independents
Gus Harris appointed to Alter Domus group executive board
Alter Domus, the Luxembourg-based provider of integrated solutions for the alternative investment industry, has appointed Gus Harris, head of AD Data & Analytics, to its group executive board, where he will continue to report to Doug Hart, CEO. In his current role, Harris leads Alter Domus’ data and analytics products strategy and team, developing new…
SEI hires new global sales director for fund services
Edwin (Ed) Parker has joined SEI as global sales director for SEI Fund Services, based in London. Parker was previously head of European fund services sales for Maples Group, and has also worked at BNY Mellon, Northern Trust and SS&C.
Ballybunion appoints new CEO
Ballybunion Capital Limited has appointed Orla Philippon as CEO, following approval from the Central Bank of Ireland. She takes over from Ballybunion founder Patrick O’Sullivan, who will continue as non-executive director for the firm and sit on client boards. Philippon joined Ballybunion in 2018 and has been instrumental in driving the integration project following acquisition…
Waystone launches ETF platform solution
Waystone, the Ireland-based provider of specialist services to the asset management industry, has launched Waystone ETFs, an institutional ETF platform operator. Waystone ETFs will partner with leading financial institutions to build investment products whilst leveraging open architecture solutions. These will include the ability to offer clients institutional platform solutions including white label and standalone operator…
Capital Pilot launches innovative PE fund
Carey Olsen and HIGHVERN have supported Capital Pilot on the launch of Boost Fund I, the UK’s first automated high-volume investment fund for high-growth UK startups. Established as a Jersey private fund, Boost Fund I invests in UK startups and plans to complete 100 equity investments in less than six months. Carey Olsen acted as…
Maryland Care switches to SS&C
Maryland Care, Inc. (MPC), a Maryland managed care organisation (MCO), has contracted with SS&C for investment accounting, reporting and statutory statement preparation services. MPC will be transitioning from its current service provider to Singularity, SS&C’s cloud-based investment accounting platform, which will support the operational, accounting and regulatory reporting needs of its investment portfolios.
Apex acquires Context365
Apex has acquired the technology platform and conference business of Context365 LLC, a provider of technology and events that connects alternative asset class investors with asset managers. Context365 connects LPs and GPs through its SaaS digital networking and research platform, complementing the group’s existing digital marketing platform, Profilir. In addition, Context365 has a well-established summit…
Ultimus hires three senior RMs
Ultimus LeverPoint Private Fund Solutions, the private fund administrator owned by Ultimus, has added three SVPs to its relationship management team. Lori Shupak was previously a senior vice president at SS&C Technologies, Inc., formerly known as Citi Private Equity Services. Christina Haas was practice growth leader at FD Fund Administration, which was recently acquired by…
Ocorian makes two strategic hires
Two senior front-office appointments at Ocorian, the C.I.-based administrator: Jamie Gleeson joins as director of strategic sales, based in the UK. He joins from SS&C, where he was head of EMEA hedge fund sales. He has also worked for BNY Mellon and State Street. Richard Dinn has joined as strategic client director, based in Dublin.…