Apex has appointed Anthony Alfonso as global head of valuation. In this newly created role, he will be responsible for product innovation and service delivery of valuation advisory services. He joins from BDO, the accountancy and advisory firm, where he was most recently global valuation leader in the international capital finance group.
Year: 2023
Northern Trust wins CUPE mandates
Northern Trust has been selected by South Shore Regional Centre for Education (SSRCE) and Tri-County Regional Centre for Education (TCRCE), to provide custody and benefit payment services for their CUPE (Canadian Union of Public Employees) Staff and Support Staff defined benefit pension plans. SSRCE is the public-school board for Lunenburg County and Queens County in…
Apex appointed to service NewVest’s PE fund
Apex has been appointed as administrator for NewVest’s inaugural Private Equity 50 Index Fund. U.S.-based NewVest is an institutional, tech-enabled platform of index funds designed to provide investors with diversified, passive exposure to private markets in the same way that ETFs and index funds provide passive exposure to public markets. Apex will provide fund administration,…
CBRE hires RE senior from State Street
Barry Johnson has joined CBRE, the real estate specialist, as head of investment accounting and reporting for the Americas. He was most recently at State Street, where he was head of real assets servicing. He joined State Street in 2012 to lead the real estate fund services lift-out from Morgan Stanley.
IQ-EQ signs with Alpha
IQ-EQ, the Luxembourg-based administrator, has entered into an alliance with Alpha Group, a UK-based fintech, for account opening and currency management solutions. These services will be provided directly by Alpha to IQ-EQ clients.
Torstone hires N.A. head
Torstone Technology, a SaaS platform for post-trade securities and derivatives processing, has appointed Sam Farrell as head of North America. Based in Toronto, he will have oversight of all U.S. and Canadian operations for Torstone. Prior to joining Torstone, Farrell spent the last 35 years in Canadian financial services, most recently at Credit Suisse Canada…
AssetMetrix hires MO specialist
Patrycja Dos Santos has joined AssetMetrix as middle office solutions specialist, based in Paris. She has held senior positions at Access Capital Partners, Quilvest Capital Partners, BNP Paribas Asset Management and, most recently, Sienna Private Credit. Based in Germany, AssetMetrix provides front-, middle- and back-office outsourcing solutions for private capital investors. BNP Paribas took a…
Equity Trustees wins PE mandate
Northleaf Capital Partners, a Canadian private markets investment firm with USD22bn in capital commitments, has selected Equity Trustees to be the trustee and custodian of its senior private credit fund, NSPC AUD Investor Trust. NSPC Australia is an Australian-domiciled unit trust which is available to Australian wholesale investors; the fund invests directly in Northleaf Senior…
BNY Mellon opens Poland branch
The Bank of New York Mellon SA/NV, BNY Mellon‘s European Bank, has established a new branch in Poland. From April 2023, the branch in Wroclaw will support the work of the European Bank and other BNY Mellon legal entities delivering administrative and operational support services. BNY Mellon has had a presence in Wroclaw since 2010.…
Apex plans to acquire in South Africa
Apex plans to acquire Efficient Group (Pty) Ltd. Based in South Africa, Efficient is the holding company of Boutique Collective Investments (RF) (Pty) Ltd and Boutique Investment Partners (Pty) Ltd. Founded in 2013, BCI provides a range of ManCo services with a core business focus on third-party branded portfolios. BIP is an independent investment management…