Odyssey Trust Company, the niche Canadian administrator, has struck a deal with Generation IACP, a Canadian investment dealer that provides services and reporting to public issuers, including market data. Odyssey and Generation IACP have entered into an arrangement to provide Generation IACP’s services to clients of Odyssey, with a focus on leveraging market intelligence for…
Category: Independents
Apex strengthens regulatory team
Apex Group has strengthened its regulatory consulting service with new senior level appointments. Isabelle Agius has been promoted to regional head of compliance solutions – Europe. She has been employed with Apex Malta as head of regulatory services since 2019. In the Middle East, Brian Reilly has been appointed as regional head of compliance solutions,…
Socium partners with GRMA
Socium Fund Services, a Suntera Global company specialising in private equity and private credit fund administration, has partnered with GRMA, a provider of SaaS-based and outsourced regulatory and compliance reporting, to power a compliance reporting solution for its private fund clients. The new offering allows Socium to streamline regulatory workflows for its private fund clients,…
Ultimus supports Meketa fund launch
Ultimus Fund Solutions has supported Meketa Capital with the launch of its first investment product offering in the ’40 Act registered fund space. Meketa Capital, a subsidiary of Meketa Investment Group specialising in private market investment solutions for financial intermediaries and their clients, launched an infrastructure interval fund in late January. Ultimus has previously worked…
Trident buys in Asia
Trident Trust has acquired Tricor IAG Fund Administration Group (TIAG), a small provider of fund administration services to Asian private equity and venture capital funds. Formed in 2013 as a joint venture between Tricor and IAG Group, TIAG has operations in Singapore and Hong Kong, and provides fund administration solutions to a broad range of…
Circulate appoints SS&C for VCC
Circulate Capital has appointed SS&C GlobeOp as fund administrator for its Singapore-based variable capital company (VCC) fund and its Luxembourg feeder fund, and to provide anti-money laundering support.
Altum hires from Crestbridge
Altum has hired Steph Workman as a director in its real estate business, based in Jersey, C.I. She joins after nearly 12 years at Crestbridge.
Alter Domus secures new investment
Alter Domus, the Luxembourg-based provider of fund administration, private debt, and corporate services for the alternative investment industry, has secured new investment from Cinven, a private equity firm. The transaction gives Alter Domus an enterprise value of EUR4.9bn (USD5.3bn). The founders of Alter Domus and Permira, the existing PE investor, will continue to be significant…
Altum closes Link Lux deal
Altum Group, the C.I.-based financial services provider, has completed its acquisition of Link Fund Solutions (Luxembourg) S.A. (Link Luxembourg), following full regulatory approvals. Link Luxembourg is a provider of AIFM and third-party ManCo services. Following the close, Link Luxembourg will soon be rebranded to Altum Management Company (Luxembourg) S.A. and will operate as a subsidiary…
Kyle lands at Broadridge
After a 10-month sabbatical, Ally Kyle has emerged at Broadridge Financial Solutions as director, ICS international account management. Kyle spent 10 years at HSBC, most recently as head of account management in Europe for asset owners and managers. ICS is Broadridge’s investor communications business.