Category: Independents

Apex has agreed to acquire Retransform from The Annet Group. Retransform is a global real estate service provider offering technology solutions and managed services to commercial, retail, residential and corporate real estate clients. Apex and Annet are also establishing a joint venture to develop software in the areas of data analytics, valuation, and digital twins…

Brian Schell is to join SS&C as CFO, reporting to Bill Stone, chairman and CEO. Schell will join from Cboe Global Markets, where he was CFO and treasurer. He replaces Patrick Pedonti, who will stay on through the end of the year.

Apex has been appointed by BTC Investment Group to provide fund services to its Argento Energy Fund LP. The fund was launched by BTC in 2022 to manage investments in the U.S. onshore oil and gas industry. BTC is the family office of Benjamin Salinas, and is organised as a Mexico-based multi-strategy investment management fund,…

TMF Group, the Netherlands-based provider of compliance and administrative services, has appointed Monica Vera and Lisa Wilcox to its ExCo. Monica Vera’s remit has been extended to lead the Latin America region, while Wilcox will continue to oversee North America, the British Virgin Islands and the Cayman Islands. They report to CEO Mark Weil.

Arcesium, the U.S.-based administrator in which J.P. Morgan has a stake, has formed a partnership with Lionpoint Group, a global consulting firm focused on the alternative investments industry. The collaboration combines Arcesium’s technology with Lionpoint’s industry expertise to deliver enhanced operational efficiency and innovation for firms investing in private markets strategies.

Ultimus Fund Solutions, the U.S.-based independent provider of fund administration, accounting, middle office, and investor solutions, has supported the launch of Hypatia Capital’s first ETF. The fund, the Hypatia Women CEO Fund, will invest in established, women-led businesses. Hypatia Capital, a New York based Registered Investment Advisor, focuses on sponsoring female CEOs and investors within…

IQ-EQ, the Luxembourg-based administrator, has reached agreements to acquire ComplianceAsia and Lymon Pte Ltd. ComplianceAsia, the longest established compliance consulting firm in Asia Pacific and one of the largest firms operating in the region, was founded in 2003. Lymon was founded in Singapore in 2013 to address a gap in the market in the provision…