Category: Independents

HSBC has been appointed by Connor, Clark & Lunn Financial Group Ltd, one of Canada’s largest independent asset management firms, to provide fund administration, transfer agency, custody and depositary services to its first Ireland-registered UCITS umbrella fund. The initial sub-funds include the CC&L Q Emerging Markets Equity UCITS Fund and the CC&L Q Global Equity…

Confluence, a technology solutions provider to the worldwide money management industry, and J.P. Morgan have launched a further development in their partnership to deliver a multi-asset portfolio analytics solution. At the start of Q3 2021, Delta, Confluence’s risk and performance solution, will have expanded coverage powered by J.P. Morgan’s proprietary analytics to include U.S. securitised…

The Nottingham Company, a U.S.-based fund administrator and private label issuer to the mutual fund and ETF industry, has completed the registration process for its first conversion of an open-end mutual fund to an ETF. Nottingham-affiliated series trust Starboard Investment Trust completed the registration portion of the process recently, with an agreed conversion date of…

Apex Group has been appointed by Barometer Capital Management Inc., an independently owned Canadian investment firm that manages > CAD1bn, to provide administration services to the Barometer Global Music Royalty Fund LP. Barometer Capital has partnered with the Kilometre Music Group Inc., a music rights management company, to launch the fund, a limited partnership with…

Aztec, the C.I.-based administrator, has hired Ore Adegbotolu as business development director, based in its London office. He assumes responsibility for the business development team in the UK, as well as leading the wider business development strategy for corporate services, private debt and real assets. He joins Aztec after more than a decade’s experience with…

Ultimus Fund Solutions, an independent provider of fund administration, accounting, and investor solutions, has hired Frank Anduiza as head of private fund sales for Ultimus LeverPoint, the firm’s private fund administration services business. Anduiza joins from BNY Mellon, where he was head of U.S. business development for the alternative investment management sector.