Category: Mandates

Uluwatu Limited has appointed Apex to provide fund administration services. Uluwatu is a Hong Kong-based investment firm which makes long-term equity investments in entrepreneur-led, publicly traded businesses across Asia. The firm focuses on investments across three principal sectors: digital economy, financial services, and consumer and lifestyle.

Perennial Partners, an Australian asset manager, has retained SS&C for unit registry services. SS&C will provide a range of services to Perennial’s investors across all fund types, including active ETFs, unlisted and dual-listed funds, and private equity. Previously, SS&C serviced unlisted and dual-listed funds for Perennial Partners. After a market evaluation process, Perennial expanded its…

The Maples Group has been appointed by Chicago Global Capital Pte. Ltd. to provide fund administration services for its Cayman Islands-domiciled hedge fund. Chicago Global will be primarily serviced from Maples’ Singapore office, where the team will be providing fund administration services including cross-jurisdictional AML/KYC compliance, financial statement preparation, investor services and fund accounting. Chicago…

BNY Mellon has been appointed as administrator for the Eagle Capital Select ETF, the first ETF launched by Eagle Capital Management, a U.S. manager with USD20bn AuM. The launch is notable because Eagle converted a USD1.8bn separately managed account (SMA) to create the ETF, thought to be the largest such conversion to date. Eagle used…

Waystone, the European provider of specialist services to the global asset management industry, has been appointed by Alger, a U.S.-based growth equity asset manager, to provide third-party ManCo and supplementary services across the EEA. The mandate will add USD600m to Waystone’s AuM. Additional services include risk and compliance reporting, distribution support, market access, global registrations,…

Zurich Insurance Group has launched its first European Long-Term Investment Fund (ELTIF 2.0), aimed at providing individual investors and life insurance customers with access to opportunities in the private debt asset class. The fund is a sub-fund of Zurich Global Private Asset Solutions SICAV S.A. and is intended to be the first in a series…

Charles River Development, a State Street company, has been appointed by Perpetual Group to manage front office operations for its Australian asset management business. Perpetual’s Australian asset management business will adopt Charles River IMS to manage its domestic and global portfolios, order and execution, compliance, post trade processing and front office data. Perpetual completed the…

Enfusion, a SaaS platform provider for investment managers, has completed the second phase of a strategic investment management platform migration by Kayne Anderson. Kayne Anderson is a U.S.-based alternative investment management firm focused on real estate, infrastructure, energy, credit, and growth capital, with >USD34bn AuM. The first phase focused on order and execution management. The…

IQ-EQ is providing administrative support for Faros Point Capital Management following the launch of a new credit fund. Faros Point engaged IQ-EQ to provide regulatory and compliance services in the UK and Ireland. G10 Capital Limited, an IQ-EQ subsidiary, is providing UK Investment Management and Appointed Representative services, while IQ-EQ Fund Management (Ireland) Limited has…