Ultimus LeverPoint Private Fund Solutions, part of Ultimus Fund Solutions, has appointed Todd Werner as SVP, private fund operations, a newly created role. Prior to joining Ultimus LeverPoint, Werner was director of SS&C Technologies’ private equity services.
Category: Independents
Sphera selects SS&C’s EZE front office solution
Sphera, a Tel Aviv and New York-based long/short global investment firm with USD1.9bn AuM, has chosen SS&C’s Eze Investment Suite for its front-office operations. Sphera will use Eze Investment Suite to run its entire investment process, including order management, modelling and simulations, cash projections, trading, compliance checks, historical book of records and reporting. Sphera also…
True appoints Mainspring for new PE fund
Mainspring, a UK-based administrator, has been appointed as fund administrator for True’s third private equity investment fund of GBP275m (USD377m).
PEF appointed by RFE
PEF Services LLC, the alternatives administrator recently acquired by CSC, has been appointed by RFE Investment Partners to provide fund administration services. RFE is a U.S.-based private equity firm.
Laura Hazzard joins Sanne
Laura Hazzard has joined Sanne as a director within the private equity division in Jersey, C.I. She was previously at Apex.
Margarita Murray joins Citco
Margarita Murray, who left the industry in 2018 after working for Standard Chartered and HSBC in the U.S., has joined Citco as a senior relationship manager, based in New York.
CSC expands fund operations in Lux
CSC, a U.S.-based provider of business, legal, tax, and digital brand services, has expanded its operations in Luxembourg by securing new fund administration and depositary licences and adding two executives to help lead its growth in the market. Pierre Mifsud joins from Edmond de Rothschild as managing director for depositary services for CSC Global Financial…
JTC to buy Ballybunion Capital
JTC, the C.I.-based professional services business, has agreed to buy Ballybunion Capital Limited, an asset manager based in Dublin and regulated by the Central Bank of Ireland. Founded in 2009, Ballybunion Capital provides management and regulatory oversight services to investment funds and offers ManCo services as an AIFM as well as governance oversight, portfolio management…
Apex partners with VCP
Apex has entered into a joint venture with VCP Advisors, a UK-based provider of financial, advisory and capital raising services for corporate and fund manager clients. VCP works with companies and closed-ended and open-ended funds across the private equity, private credit, venture capital, infrastructure, real estate and hedge fund asset classes, providing advisory, capital raising…
Duncan Christie joins Gen II in Luxembourg
Gen II Fund Services, the specialist private assets administrator which has USD600bn AuA, has appointed Duncan Christie as head of operations and client services and a member of the executive committee in Luxembourg. He joins from IFDS in Luxembourg, where he was COO, responsible for operations, client service, business transformation, and research & development.