Apex has appointed Alice Read as country head, Jersey. She will report to James Burke, regional head of Northern Europe and Channel Islands. Read joined Apex in 2021 as commercial director. She previously held roles with Intertrust as director of corporate services, Jersey and managing director, Dubai.
Category: Independents
Waystone appoints new CRO
Waystone, the Ireland-based service provider to the investment management industry, has appointed Des Johnson as global chief revenue officer. Johnson, who is based in the U.S., was previously CEO for The Americas at Centaur, which Waystone recently acquired. Johnson joined Centaur in 2017 after a long career at Citi and a brief spell at SS&C.
Century implements loan servicing platform
Century Health & Housing Capital, LLC, a US-based provider of government-insured Federal Housing Administration (FHA) mortgage financing, has implemented SS&C Precision LM, SS&C’s loan servicing platform. SS&C Precision LM automates many loan servicing functions, including new loan onboarding, running amortisation schedules, setting up escrow and reserve accounts, escrow analysis, and generating monthly invoices. Century will…
Socium hires CRO from Apex
Socium Fund Services, the U.S.-based administrator which is owned by C.I.-based Suntera Global, has appointed Jason Meklinsky as chief revenue and strategy officer. He will oversee the business development, client services and product development teams in the U.S. and Cayman offices. Most recently, Meklinsky served as head of business development, hedge funds, private equity, real…
EFA hires from Swedbank for Nordic coverage
EFA, the Luxembourg-based administrator owned by Universal Investment, has hired Pia Kumlin as head of the Nordic region, based in Stockholm. She will lead the existing team with the objective of strengthening client relationships, further developing not only Sweden but the broader Nordic market. Prior to joining EFA, Kumlin was chief product owner at Swedbank.…
UI supports Pella fund launch in Europe
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…
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.