UMB Fund Services and UMB Bank have been appointed to provide accounting and custody services for Pear Tree Funds, a family of six mutual funds managed by Pear Tree Advisors Inc. UMBFS will provide accounting, tax preparation and reporting, whilst UMB Bank’s institutional custody group will deliver custody services.
Category: Independents
Apex upgrades ESG offering with new analytics platform
Apex Group, the Bermuda-based financial services provider, has expanded its ESG ratings and advisory service with a new ratings and scoring platform. The portal is designed to deliver ESG insights to private companies and their investors. Apex manages the independent collection of data for investors from their underlying portfolio investments to deliver real-time ESG analytics…
HomeStreet Bank deploys SS&C Precision LM for RE portfolio
HomeStreet Bank has selected SS&C Precision LM to support its commercial real estate portfolio. HomeStreet Bank is a Seattle-based commercial real estate and multifamily lender.
SANNE rehires Zoubeir Khatib as director of CoE in Mauritius
SANNE, the UK-listed administrator, has appointed Zoubeir Khatib to the newly created role of director of the centre of excellence in its Mauritius business. Khatib has previously worked for SANNE and Ocorian in Mauritius.
Dean Blackburn appointed chief commercial officer at JTC
JTC, the C.I.-based administrator, has promoted Dean Blackburn to chief commercial officer. He takes over the post from Tony Whitney, who has retired from all executive roles at JTC after 23 years with the group. He joined JTC 18 months ago from HSBC, where he led the growth of its global HNW expatriate wealth management…
Duff & Phelps launches Super ManCo in Ireland
Duff & Phelps, a U.S.-based provider of governance, risk and transparency solutions, has been authorised by the Central Bank of Ireland as an AIFM and UCITS management company (Super ManCo) in Ireland. The Irish Super ManCo joins Luxembourg as the second hub in Duff & Phelps’ European operations to offer a full portfolio of independent…
Fidinam and Hex Trust partner on digital assets
Fidinam, a Switzerland-based consultancy firm providing corporate tax and accounting services for digital assets, has partnered with Hex Trust, the Hong Kong-based digital asset custodian and infrastructure platform for banks and financial institutions, to enter the digital asset ecosystem. The partnership enables Fidinam to provide digital asset services to their global clients, leveraging Hex Trust’s…
Maples deploys Geneva for Irish AIFM business unit
MPMF Fund Management (Ireland) Limited, the Maples Group‘s alternative investment fund manager and UCITS management company, has launched technology enhancements. MPMF has implemented Advent Geneva, the portfolio accounting system owned by SS&C, to maintain investment books of record. Geneva is a fully integrated multicurrency portfolio accounting system. In addition, MPMF has implemented MSCI Risk Manager…
Ocorian supports sixth PE fund for Pacific Equity Partners
Pacific Equity Partners, an Australia-based private markets fund manager, has closed its sixth core fund with Ocorian, the C.I.-based fund services provider, as administrator. The Cayman-domiciled fund has AUD2.5bn of commitments. Ocorian assisted with the establishment, launch and closings of Fund VI and will continue to provide ongoing support, including administrative, depositary and governance services…
IQ-EQ adds two senior managers in Amsterdam
IQ-EQ, the Luxembourg-based administrator, has made two senior appointments in its Amsterdam office. Stefan de Kort joins as director, fund services, while Laurens de Lange, who joined the group in 2018, has been promoted to compliance leader for the Netherlands. de Kort, who was previously self-employed as a business solutions consultant, has worked at State…