Sonata One, the private funds clearinghouse, has appointed Nikhil Ashra as senior commercial development director, based in New York. He has previously worked at iCapital and Canoe Intelligence. Sonata One connects more than 53,000 investors with 6,500 funds and 180 fund managers globally.
Category: Independents
Alter Domus appoints CCO
Alter Domus has appointed Isabel Gomez Vidal as chief commercial officer. She will join the group executive board. Gomez Vidal joins from Dun & Bradstreet, where she served as chief revenue officer. The appointment follows the recent hiring of Charlotte Hogg as CEO.
GQG partners with SEI for ETF launch
GQG Partners has selected the Advisors’ Inner Circle Fund series trust as its operational platform to launch its first ETF, GQG US Equity ETF. GQG’s ETF launch marks the expansion of its nine-year strategic partnership with SEI, which also services six mutual funds and a private fund for GQG. The new active U.S. Equity ETF…
Brandes appoints Equity Trustees as RE
Equity Trustees has been appointed Responsible Entity (trustee) for the new Brandes Global Value Fund in Australia.
North Square expands with Ultimus
North Square Investments has expanded its partnership with Ultimus Fund Solutions to include support across various product types, including mutual funds, a tender offer fund and, most recently, North Square’s inaugural ETF, North Square RCIM Tax-Advantage Preferred and Income Securities ETF. North Square, a multi-boutique investment firm, initially partnered with Ultimus in 2023 when it…
Western & Southern upgrades with SS&C
Western & Southern Financial Group has selected SS&C Singularity to upgrade investment accounting and reporting for its general account assets and optimise the operations of its internal investment manager, Fort Washington Investment Advisors. Founded in Cincinnati in 1888, Western & Southern Financial Group is the parent company of a group of diversified financial services businesses,…
Apex launches digital product
Apex has launched Apex Digital 3.0, a digital infrastructure that it claims will enable clients to transition into digital and on-blockchain finance by unlocking access, enhancing liquidity and driving asset growth and higher returns. Apex says it will “focus on future- proofing clients for the evolving digital asset landscape while ensuring compliance with the…regulatory landscape”.
Eleven receives new investment
Marktlink Capital, a European private equity and venture capital investment firm, has invested in in Eleven, a fintech supporting the full investment lifecycle from fundraising and investor onboarding to ongoing investor servicing and engagement for fund managers, investors, fund administrators, service providers and other related parties.
Ocorian adds to London funds team
Ocorian, the C.I.based asset servicing provider for private markets and corporate and fiduciary administration, has recruited Craig Rowland as commercial director as it continues to strengthen its funds team in London. His most recent role was chief revenue officer at Cleveland & Co and, before that, was director of business development at Maitland.
Apex wins MPower mandate
Apex has been appointed as fund administrator and compliance services provider for MPower’s latest venture capital vehicle, MPower Partners Fund II LP. MPower was founded by three Japanese women,