Taskize, the investment ops collaboration platform and Euroclear-owned fintech, has appointed Helen Adair as global head of business development and Alfred Escobedo as head of business development for the LATAM region. Adair was most recently at Morgan Stanley, where she was global head of client onboarding having previously spent over 12 years at J.P. Morgan.…
Category: Independents
Apex takes stake in Capcade
Apex has partnered with Capcade, a fintech in the private markets sector, which aims to redefine client engagement in financial services. This alliance is coupled with Apex taking an equity investment in Capcade.
Johnson Investment Counsel expands with Ultimus
Johnson Investment Counsel has appointed Ultimus Fund Distributors, a division of Ultimus Fund Solutions, to deploy Ultimus’ distribution services to support growth, improve efficiencies, and increase accessibility to its funds. Ultimus already provides fund accounting, financial reporting, and transfer agency. Johnson Investment Counsel, an independent advisory firm managing >USD20bn, has selected Ultimus Fund Distributors, LLC…
3EDGE selects SEI for ETF launches
3EDGE Asset Management has selected SEI’s Advisors’ Inner Circle Fund (AIC) series trust as its operational platform to launch four new NYSE-listed ETFs. AIC recently reached USD100bn in net assets, supporting 47 clients and 128 funds.
Southeastern selects Ultimus
Southeastern Asset Management, a value investing firm, has chosen Ultimus’ enterprise solution to service its nearly USD5bn portfolio. Ultimus will provide middle- and back-office services for Southeastern’s registered mutual funds, private funds and institutional SMA portfolios.
Raiven appoints Maples for new fund
Raiven Capital, a technology venture capital firm, has selected Maples Group to provide fund administration services for its new fund, domiciled in the Dubai International Financial Centre. The fund’s target size is USD125m.
Windstream deploys HUB
Windstream Partners, a C-suite outsourced solutions provider, is deploying HUB to automate performance reporting, standardizing factsheet generation, report scheduling, and improving its ability to respond to customised client report requests. HUB automates data preparation and validation, with configurable workflows and dashboards, and direct access to fully governed underlying performance data used in factsheet generation. Windstream…
FIIG appoints Equity Trustees as RE
FIIG Securities, an Australia-based fixed income manager, has appointed Equity Trustees as responsible entity (trustee) of its new fund, the FIIG Monthly Income Fund. FIIG has over 9,000 clients with more than AUD4.5bn AuM.
Langham Hall supports Hypha
Langham Hall has supported Hypha, a newly-formed UK asset manager, with the launch of its inaugural private equity fund, Hypha I LP, which is targeting commitments of GBP100m. Langham Hall has been selected to provide fund administration and appointed representative services from its London office.
IQ-EQ gets DIFC fund services licence
IQ-EQ has been granted a licence to offer fund administration services in the Dubai International Financial Centre (DIFC). This follows the opening of IQ-EQ’s office in the DIFC in 2023, and the granting of its licence to offer corporate services. The fund service licence will allow IQ-EQ to offer its full suite of investor services…