FundBank, a provider of banking services to the asset management industry, has appointed David Morrissey as country head for Ireland as it opens a new Dublin operation. He will lead the FundBank (Europe) S.A. Ireland team in Dublin, He has previously worked at SEI and Waystone. The opening the Dublin office follows the launch of…
Category: Independents
Allvue integrates Passthrough solution
Allvue Systems, a fintech provider for private capital markets, has integrated Passthrough’s investor onboarding technology. Passthrough is a solution provider for investor onboarding and financial crime compliance. The integration links Allvue’s fundraising and investor portal solutions with Passthrough within the Allvue platform. This integration is expected to simplify the prospecting, onboarding and management processes for…
Adepa installs Fenergo
Adepa, a Luxembourg-based-asset servicing provider, has deployed Fenergo’s software to streamline investor onboarding and enhance compliance across Adepa’s operations, starting in Luxembourg. Fenergo is an Ireland-based provider of client lifecycle management, KYC and transaction monitoring solutions. With a presence in Luxembourg, Italy, Spain, and Latin America, Adepa provides asset servicing solutions to traditional and alternative…
Waystone shuffles client solutions management
Waystone, the Ireland-based provider of specialist services to the asset management industry, has made two senior client-facing appointments. Tom Williams has been appointed as U.S. head of client solutions, based in New York, and Daniel Forbes, who previously led the U.S. team, has moved to head up client solutions for EMEA from the firm’s Dublin headquarters.…
Aztec hires head of investor services
Aztec Group has appointed Maria von Oldenskiöld as global head of investor services, based in Luxembourg. Joining from EQT Fund Management, her career spans senior roles at EQT and Partners Group, where she led strategic restructuring programs, process optimisation and operational digitisation to enhance governance, regulatory compliance, financial reporting and operational efficiency. In her new…
Carne hires MD for client solutions
Carne Group, the European third party ManCo and a provider of fund regulation and governance solutions, has appointed Clair Turketo as managing director, client solutions, based in New York. Her career includes senior roles at Cerberus and Blackstone in New York, as well as at KKR, BlackRock, Gartmore, and Morgan Stanley Investment Management in London.…
H.I.G. appoints SEI
H.I.G. Capital, an alternative investments firm with USD70bn AuM, has selected SEI to provide fund administration and depositary services for certain Luxembourg- and Cayman-domiciled private equity and infrastructure assets. H.I.G. provides equity and debt capital to middle-market companies and has managed more than 400 companies worldwide.
UI opens in Singapore
Universal Investment Group, the Germany-based ManCo, has opened an office in Singapore, marking its entry into the APAC region. The office will provide local support to clients, with a focus on helping them access opportunities in the region’s real estate market. The office will also serve as a gateway for APAC asset managers and institutional…
SFP selects Broadridge for front-to-back transformation
Swiss Finance & Property Group, a Swiss real estate asset manager with >USD15bn AuM, has appointed Broadridge for a full front-to-back transformation of its investment management technology platform. Broadridge will provide SFP Group with its integrated platform of investment management solutions, including trade order and execution management, portfolio management, pre/post trade compliance, risk management, middle…
Aztec supports Lakestar’s new fund
Aztec Group, the C.I. based administrator, has supported Lakestar, a European venture capital firm, on the close of Lakestar Continuation Fund I, a USD265m (EUR228m) continuation vehicle. Aztec provides fund administration services to LCF I from its Guernsey office, continuing its long-standing relationship with Lakestar.