HIGHVERN, the C.I.-based administrator, is launching fund administration services in Guernsey. Jenni Hartley joins from TMF Group as head of funds – Guernsey, Ali Moullin is appointed as associate director, also joining from TMF. They report to Aidan O’Flanagan, group head of funds.
Category: Independents
VanEck selects Gemini
VanEck, the U.S.-based fund manager with USD76.4bn AuM, has named Gemini as BTC custodian for its recently approved bitcoin ETF under the ticker HODL, which is listed on the Cboe BZX Exchange. State Street is the custodian of cash, fund accountant, transfer agent, ETF basket servicer and order-taker.
SS&C wins UK TA mandate
Schroders Personal Wealth, the financial planning joint venture between Schroders plc and Lloyds Banking Group, has appointed SS&C as transfer agent. SS&C will provide fund registry, investor services and digital solutions for the full range of SPW’s funds, with GBP12.7bn (USD16bn) AuM.
IQ-EQ promotes for new sales role
IQ-EQ has promoted Mattias De Mol, previously business director for Luxembourg, to a newly created role of regional head of sales operations for Continental Europe.
SILC picks PAXUS
The SILC Group, a specialist Australia-based trustee and fund administration business focused on alternative investment assets, has selected the PAXUS fund administration system for its third-party fund administration business operations. PAXUS is a platform offered by Pacific Fund Systems, the Isle of Man-based fintech owned by Apex. SILC has opted for a full SaaS PAXUS-CLOUD…
Odyssey wins U.S. TA mandate
Odyssey Trust Company, a Canada-based administrator, has been appointed transfer agent and trust company for Civeo North America.
Apex merges ESG businesses
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…
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.…