Category: Independents

IQ-EQ, the Luxembourg-based administrator, is to acquire Davy Global Fund Management, part of Davy Group, one of Ireland’s largest domestic financial services businesses. The transaction, which is subject to regulatory approval, is expected to close by the end of 2021, following which DGFM will rebrand to IQ-EQ. Formed in 2014, DGFM employs 83 people: 68…

Carlyle, the private equity investor, and Mubadala, the Abu Dhabi-based sovereign wealth fund, have taken minority stakes in Apex Group Ltd. Carlyle and Mubadala have invested in the ordinary share capital alongside founder and CEO Peter Hughes, majority investor Genstar and TA Associates, which made a significant minority investment earlier this year. This investment expands…

Ocorian, the C.I.-based administrator, has appointed Simon Percival as group head of corporate development, responsible for the merger and acquisition strategy and implementation. Based in the UK, he reports directly to Ocorian’s CFO, Anthony Zarmakoupis. Percival joins from Finastra, a fintech company, where he was head of corporate development.

Covario, an independent prime broker for digital asset managers based in Switzerland, has selected METACO Harmonize as its digital asset orchestration engine. Harmonize acts as the overarching policy layer to ensure oversight and management of Covario’s operations, coupled with a single point of integration for its various internal systems. Covario offers trade execution services including…