Category: Independents

Eskom Pension and Provident Fund (EPPF) has appointed Apex to provide portfolio management platform and investment fund administration services for a period of five years. EPPF is South Africa’s second-largest retirement fund with over ZAR169bn (USD9.3bn) AuM. Apex will provide front- and middle-office services including portfolio construction and rebalancing; portfolio management; digitised order management; pre-…

IQ-EQ, the Luxembourg-based administrator, has appointed Matt Okolita as regional CEO, Americas. He was previously global head of outsourced business services. As part of this planned leadership transition he will take over the role from Mark Fordyce, who will remain as non-executive chairman of IQ-EQ Americas. Okolita will report to Mark Pesco, group CEO of…

Universal Investment Group has appointed Etienne Rougier as COO. He will be responsible for technology, operations and change management. Rougier’s appointment will see the C-suite expand, which currently consists of CEO Michael Reinhard, chief customer officer Katja Müller and chief regulatory officer Frank Eggloff. Rougier joins from AllianceBernstein where he spent almost 10 years in…

C.I.-based Aztec Group has supported growth capital firm Highland Europe on its fifth fund, which closed after raising EUR1bn (USD1.1bn). Aztec has been administering Highland Europe’s funds since 2012 and, in addition to supporting on the close of Fund V, Aztec will continue to provide fund administration services to Highland Europe from its offices in…

Apex has announced plans to acquire various operating businesses of troubled asset management services provider, MJ Hudson. Apex intends to acquire MJ Hudson’s business divisions which offer services including ESG, ManCo, quantitative, investment advisory, custodian bank benchmarking, Channel Islands fiduciary and fund administration, as well as investor relations and marketing solutions. MJ Hudson’s ManCo services…

Arcesium, the fintech in which J.P. Morgan holds a stake, has launched Aquata, an “out-of-the-box” data platform. Aquata is engineered to support various client types, including institutional asset managers, private markets investors, custodians, fund administrators, prime brokers, and hedge funds, to manage their investment data. With Aquata’s pre-built data models and connectors, combined with its…

PolySign, a U.S.-based provider of blockchain-enabled digital asset infrastructure for institutional investors, has appointed Chuck Ocheret as its new chief technology officer, based in New York. He was previously CTO at Symbiont. The PolySign family of products includes MG Stover and Standard Custody & Trust Co. MG Stover is an alternatives fund administration firm, whilst…