Universal Investment, the Germany-based administrator that claims to have EUR950bn AuA (USD1trn), has supported the launch of the Pella Global Securities Sustainable Fund in Europe as part of the UI I umbrella fund. Pella Funds Management is an Australian asset manager. In addition of acting as fund service platform, Universal Investment will provide Pella with…
Category: Independents
Crestbridge appoints U.S. tax director
Crestbridge, the C.I.-based alternatives administrator, has appointed Anthony Yabut as director of tax in the U.S. He is responsible for leading the development of tax services for U.S. clients, including tax compliance, planning services and consulting on fund formations. He will be based in the New Jersey office, which Crestbridge opened in 2020. Yabut was…
Ocorian hires head of global funds for Lux
Ocorian, the C.I.-based administrator, has appointed Peter Corry as head of global funds, Luxembourg. He joins from IQ-EQ where he spent the last three years as country delivery director for its Luxembourg operations. Prior to this, he was managing director of State Street’s private equity and real estate fund administration business in Luxembourg.
SafeGuard appoints Apex
SafeGuard Asset Management, an SEC-registered investment adviser, has appointed Apex to provide fund services to the SafeGuard CORE ONE Fund. Apex will provide fund administration & accounting, transfer agency and compliance services.
Yealand to service Sterling’s flagship fund
Sterling Investment Management has selected Yealand Fund Services, a UK-based administrator, to provide ACD and fund administration services. Sterling Investment Management manages the YFS Sterling Select Companies Fund, established in 1963.
Metaco hires IBM seniors
Metaco, the Switzerland-based provider of digital asset custody and orchestration technology, has made two senior executive appointments. Peter DeMeo, former global head of digital asset infrastructure at IBM, joins as chief product officer, overseeing the product suite as well as establishing the company’s digital asset advisory practice. Angel Nunez Mencias, former IBM lead architect, joins…
Crestbridge adds to RE team
Crestbridge, the C.I.-based alternatives administrator, has appointed Tawanda Mberi as an associate director within its real estate funds team. With almost 15 years’ experience in international financial services, Mberi has worked at a number of firms in both the C.I. and Zimbabwe. Most recently, he worked at Alter Domus where he oversaw a portfolio of…
Ultimus hires senior from SEI
Ultimus Fund Solutions, the U.S.-based provider of full-service administration, fund accounting, middle office, and investor solutions to traditional and alternative investment managers, has appointed James Cass to head up Ultimus LeverPoint Private Fund Solutions (ULP). Cass, who recently led SEI Investments’ alternative investments fund administration group, has assumed the role of president of ULP. Thomas…
Archax launches in the UK
Archax, the UK-based, FCA-regulated digital asset exchange, broker and custodian, has launched its custody service. Targeted at professional investors and institutions, the solution provides custody for a broad range of digital assets – from cryptocurrencies to NFTs to digital securities – as well as traditional securities and client cash. Archax is providing the service in…
IQ-EQ appoints European compliance chief
IQ-EQ, the Luxembourg-based administrator, has appointed Philip Hanssens as head of risk and compliance for Continental Europe. He joins IQ-EQ from Fidelity International, where he was responsible for leading the European compliance advisory team and overseeing the delivery of advisory services across EMEA and Latin America as chief compliance officer, Europe.