Category: Independents

Suntera Global, the C.I.- headquartered provider of fund, corporate and private wealth services, has entered into an agreement with Valeas Capital Partners, an equity investment firm, to acquire a majority stake in Suntera. Under the terms of the agreement, Valeas is committing significant new equity capital to support the expansion of Suntera’s capabilities and global…

TMF Group, a Netherlands-based provider of fund and corporate services, has appointed Tim LiVolsi as managing director of strategic operations and lift-outs within the funds services team. He was most recently at Cerberus Capital Management, and has also worked at Citi, J.P. Morgan and BNY.

Waystone, a European provider of specialist services to the asset management industry, is set to acquire BIL Manage Invest, a ManCo, from Banque Internationale à Luxembourg (BIL) Group, subject to regulatory approval. Waystone’s acquisition of BIL Manage Invest will increase its AuM in Luxembourg by c. 15pct. The acquisition will also support Waystone’s long-term strategic…

FINBOURNE, the UK-based provider of investment technology, has appointed Toby Glaysher as chairman of the board, alongside the formation of a new advisory board. Glaysher recently retired after a 37-year career at Northern Trust, most recently serving as president of global fund services. Northern Trust signed a major deal with FINBOURNE in 2024.