Category: Independents

Apex has been appointed to provide fund administration, investor reporting and investor portal services to RailField Partners, a multifamily investment and asset management firm. Apex will support RailField’s fund accounting needs for its first institutional LP funds. Based in the U.S., RailField has partnerships with a wide range of investors including family offices, pension funds…

Adams Street Partners, a U.S.-based private markets investment firm with >USD49bn AuM, has deployed a real-time ESG data analytics solution from Apex to provide insights into underlying fund and private company investments. The Apex analytics platform securely processes a variety of ESG data streams to provide tailored insights during investment and operational due diligence. Adams…

SS&C has entered into a definitive agreement to acquire Hubwise Holdings Limited, a regulated U.K. B2B investment platform serving advisors, discretionary wealth managers and self-directed digital D2C propositions. Under the terms of the agreement, approved by the shareholders of Hubwise, SS&C will purchase Hubwise in an all-cash transaction. The acquisition adds 58 employees serving 51…

Nexo, a UK-based regulated platform for digital assets, is collaborating with Fidelity Digital Assets, the institutionally focused execution and custody services platform provider, to improve institutional access to digital assets by offering best-in-class custodial and lending services, including the launch of institutional-focused products. Nexo, a provider of cryptocurrency-collateralised credit, with Fidelity Digital Assets as custodian…

CSC, the U.S.-based provider of business, legal, tax, and digital brand services, has reached a conditional agreement on a recommended public offer for all issued and outstanding ordinary shares of Intertrust, the Netherlands-based administration and corporate services provider that has USD460bn AuA. Earlier in 2021 CVC, a UK private equity firm, abandoned a bid for…

Davies, a professional services and technology business, has acquired Sionic, a consulting and technology firm. Headquartered in the UK, Sionic specialises in technology transformation and digitalisation, international regulatory compliance, and risk management. Sionic will join Davies’ consulting & technology practice headed by CEO Mark Grocott. Craig Sher, Sionic CEO, will continue to lead day-to-day operations…

CSC, the U.S.-based provider of business, legal, tax, and digital brand services, has secured additional depositary licences from the Netherlands Authority Financial Markets (AFM). After being one of the first non-bank providers to receive a depositary license for real estate and infrastructure funds, CSC has now extended its licence to include UCITS funds. In addition,…

Equity Trustees, the Australian provider of responsible entity and trustee services, has appointed Johnny Francis as general manager, business development and custody, corporate trustee services. Francis spent seven years at Perpetual Limited, most recently as head of sales and relationship management for managed fund services. Equity Trustees’ CTS division currently has more than AUD100bn (USD71bn)…