Rhyze Solutions, a newly launched credit union service organization, has selected SS&C to help manage its commercial real estate loan portfolio. Precision LM will be deployed for pipeline tracking, loan servicing, accounting, asset management, and regulatory reporting. EVOLV will to support reserving, risk assessment, and credit reporting for all cash-flow-based financial instruments.
Category: Independents
Carne completes GAM transfer
Carne Group, the Ireland-based administrator, has completed the transfer of GAM’s third-party fund management services business.
Ultimus supports ETF launches
Ultimus Fund Solutions has supported the launch of eight new actively managed ETFs for Brookstone Asset Management.
Centralis selects Fenergo for CLM
Luxembourg-based Centralis Group, an alternative asset and corporate services provider, is adopting Fenergo CLM to streamline client and investor onboarding processes. Fenergo is a provider of digital client lifecycle management, KYC and transaction monitoring solutions.
Equity Trustees adds two supers
Equity Trustees, the Australia-based administrator, has been appointed as the superannuation trustee for the Clearview Retirement Plan as well as Guild Retirement Fund. Guild Super, the super fund for the pharmacy and childcare industries, transitioned to Equity Trustees as part of existing client Future Group’s acquisition of Guild’s superannuation business. In total the two funds…
New TA mandate for Odyssey
Calfrac Well Services, a Canadian provider of specialised oilfield services, has appointed Odyssey Trust as transfer agent.
Suntera appoints Jersey MD
Suntera Global, the C.I.-based administrator, has appointed Kathryn Wilkinson as managing director of its Jersey office, She will provide leadership and direction to support all activities of Suntera Global’s Jersey operation, the firm’s corporate headquarters. She was previously director of operations in Jersey,
JTC hires group head of commercial
JTC, the UK-listed fund and corporate services provider, has appointed Richard Hughes as group head of the commercial office, based in Jersey, C.I. He will lead a team focused on enhancing how the group delivers its services to clients, the development of new propositions, JTC’s strategic partnerships, and the commercial integration of acquisitions. He was…
Ocorian partners with Goji
Ocorian, the C.I.-based fund services provider, has partnered with Goji, the Euroclear-owned provider of investor platform technology and services, to enable alternative asset management clients to manage the entire investor lifecycle. Ocorian’s digital platform, provided by Goji, will offer alternative asset managers an end-to-end solution to streamline the investment process from onboarding and KYC to…
Crestbridge hires RE director
Crestbridge, the UK-based administrator, has appointed Craig Leitch as director, real estate services. Based in Jersey, C.I., he will be responsible for the management of a portfolio of complex corporate real estate clients. He joins from TMF. Crestbridge’s PE/RE businesses are in the process of being acquired by Gen II Fund Services.