Apex has been appointed by Octopus Investments Australia to provide services to its fund structures focused on renewables investment. Octopus Australia manages >AUD1bn (USD690m) of construction and operational assets. Apex will provide fund administration, investor onboarding, share registry and tax services for new fund structures dedicated to investing in renewable energy in Australia.
Month: June 2022
Joe Scott joins Ultimus LeverPoint
Ultimus LeverPoint Private Fund Solutions, a specialist private fund administrator with >USD150bn AuA, has hired Joe Scott. He will play a strategic, client-facing role as he oversees multiple fund administration teams that service the firm’s client base. Previously, Scott was at UMB Fund Services where he oversaw six accounting teams across various locations while leading…
Confluence appoints chief strategy officer
Confluence, the U.S.-based technology solutions provider for the investment management industry, has appointed Sanjoy Chatterjee as chief strategy officer. Chatterjee is also the managing director of Confluence’s investment insights & research product division and will be responsible for defining the strategic direction of Confluence. Chatterjee joined Confluence with the 2021 acquisition of Investment Metrics, where…
State Street appoints head of APAC global markets
State Street has appointed Henry Quek to head the global markets business for Asia Pacific. Based in Singapore, he has oversight of FX, securities finance and portfolio solution businesses across the APAC region. Quek joined State Street in 2004.
Universal Investment partners with Accelex
Universal Investment and Accelex have launched an initiative to offer an enhanced range of data services to alternative investors. Accelex, a UK-based provider of data acquisition, analytics and reporting services for alternative investors and asset servicers, will help to deliver comprehensive portfolio analytics for alternative investments, including detailed underlying asset insights.
Citi partners with METACO
Citi has selected METACO to develop and pilot digital asset custody capabilities. Citi intends to integrate METACO’s bank-grade digital asset custody and orchestration platform, Harmonize, into its existing infrastructure, to develop and pilot digital asset custody capabilities.
BGF selects Apex for ESG reporting
Apex has been appointed by BGF, a UK-based growth capital investor, to provide ESG ratings & advisory services for over 230 companies in its portfolio. Apex’s ESG Health Check is designed for minority equity, venture capital or credit investors who do not have a controlling stake in their private company investments but require a high…
SimCorp appoints head of AsPac
SimCorp, the provider of SaaS investment management solutions, has appointed Edward Bee as managing director, Asia Pacific. Based in Singapore and reporting to SimCorp’s CEO, Christian Kromann, Bee joins from AllVue, where he was managing director, Asia Pacific. He takes over as from Oliver Johnson who has moved to the company’s head office in Copenhagen…
Northern Trust wins UK investment trust mandate
Northern Trust has been appointed to provide global custody, fund accounting, depositary services and its outsourced trading service, Integrated Trading Solutions, to International Biotechnology Trust and its investment manager, SV Health Managers. Founded in 1994, International Biotechnology Trust is a UK investment trust that is traded on the London Stock Exchange. Its objective is to…
BP2S appoints Shóna Lynch to new U.S. role
BNP Paribas Securities Services has appointed Shóna Lynch as a senior sales director for its alternatives investments business in the U.S. She relocates from the UK.