Apex has merged two of its ESG businesses to form Holtara, led by the group’s head of ESG product, Emma Bickerstaffe, reporting to Chris Mulhern, chief product and technology officer at Apex. Holtara currently supports >3,400 investment managers and companies in over 50 countries. The Holtara platform, ESG Advantage, is designed to simplify and streamline…
Category: Independents
Ocorian hires CMO
Ocorian, the C.I.-based provider of fund administration, capital markets, corporate and fiduciary services, has appointed Matt Bythell as chief marketing officer. He was previously marketing director at Link Group, which is subject to a bid by MUFG.
Ultimus wins full service mandate
Ultimus Fund Solutions, the U.S.-based independent provider of fund administration, accounting, and investor solutions, has been selected by Grandeur Peak Global Advisors to provide an enterprise-wide solution that includes middle office operations, as well as fund administration for private funds and mutual funds. As a result, Ultimus will be supporting the firm’s entire suite of…
IQ-EQ hires industry veteran
IQ-EQ, the Luxembourg-based administrator, has hired industry veteran John Gout as Continental Europe sales director for funds & institutional asset owners. He joins from BNP Paribas where he was a senior business development manager, responsible for sales management, client relationship development and project management. He has also worked at J.P. Morgan, Northern Trust and Citi.…
Crestbridge supports Kreos fund launch
Crestbridge, the UK-based administrator, has supported the launch and final close of Kreos Capital‘s latest flagship venture debt fund. Crestbridge provided a full suite of fund administration, governance and compliance services across its Jersey, UK and Luxembourg teams. With secured commitments of EUR1.25bn (USD1.4bn), Kreos provides debt solutions to high-growth companies primarily in the technology…
Langham Hall appoints three new country heads
Langham Hall, the UK-based administrator, has appointed new country heads for three jurisdictions. Joseph Hindi has been appointed head of U.S. He previously worked as head of client relations at Apex and as a director at Gen II Fund Services. Lauren Slattery is promoted to head of Jersey, having joined in 2023. Chris Marshall will…
Waystone hires for C-suite
Waystone, the European provider of specialist services to the asset management sector, has appointed Liliana Solomon as CFO and Ian Lilleby as chief information, technology and security officer (CITSO). Prior to joining Waystone, Solomon was CFO at Awaze Group, whilst Lilleby was at Sonnedix. The appointments continue the process of rebuilding the senior management team…
Harbor expands with SS&C
Harbor Capital Advisors, the U.S.-based ETF manager with USD45bn AuM, has selected SS&C‘s front-to-back investment management platform for the recently launched Harbor Multi-Asset Explorer ETF. Harbor Capital already uses Eze OMS for trading and has upgraded to a front-to-back solution with the addition of SS&C Geneva for fund accounting and daily operational support for certain…
Alter Domus works with Temenos
Alter Domus, the Luxembourg-based provider of fund administration, private debt, and corporate services for the alternative investment industry, can now support the launch and ongoing administration of open-ended and closed-ended private market funds, including European Long-term Investment Funds (ELTIFs), with liquidity management services. The new capabilities will be supported in part by a partnership with…
FundBank appoints CEO for Europe
Steve David has been appointed CEO of FundBank (Europe), an independent provider of banking and fund services for the alternatives sector. David spent nearly 20 years with Northern Trust, most recently as CEO of its global services business in Europe. Northern Trust has yet to announce a replacement for David.