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,…
Category: Independents
JTC hires from Sanne
JTC, the C.I.-based administrator, has hired Ashley Vardon as senior director within its fund services team, based in Jersey. He was previously at Sanne, the Apex-owned business, where he was head of private equity, Jersey.
TMF adds to ExCo
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.
Enfusion hires from SS&C
Andi Woolass has joined Enfusion, the U.S.-based fintech, as EMEA head of partnerships and alliances, based in London. He was previously at SS&C Eze, where he was EMEA head of sales engineering.
Arcesium links to Lionpoint
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 supports Hypatia ETF launch
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 acquires in Asia
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…
Arcesium partners with Confluence
Arcesium, the administrator which claims to have USD675bn AuA, and Confluence, a fintech solutions provider for the investment management industry, have formed a partnership to deliver an integrated data management and analytics solution for middle & back-office operations for asset managers, delivering workflow efficiency in performance, risk, and regulatory reporting. The offering will integrate Confluence’s…
SMDAM selects Burgiss
Sumitomo Mitsui DS Asset Management (SMDAM)—one of the largest asset management companies in Japan— has selected Burgiss, a provider of private capital data and analytics, as its long-term partner to help manage its growing business in alternative investments. SMDAM will deploy Burgiss’ portfolio management, transparency data, universe data, and investment book of record cashflow data…
IQ-EQ appoints Americas CFO
IQ-EQ, the Luxembourg-based administrator, has appointed Judy Wang as CFO for the Americas, where she will direct the financial performance and management of IQ-EQ’s U.S. and Caribbean businesses. She takes over from departing CFO Scott Hensell, and reports to Matt Okolita, regional CEO, Americas. Following its 2022 acquisition of JGM Fund Services, IQ-EQ’s U.S. footprint…