Northern Trust has been appointed to provide asset servicing solutions to Gravis Advisory Limited for its UK OEIC fund range. Gravis is an independently managed UK-based asset manager specialising in infrastructure, real estate, and private credit investments. It has GBP2.3bn (USD3.1bn) AuM.
Month: August 2025
NTRS wins major MO mandate
Northern Trust has been appointed by Aristotle Capital Management, LLC to provide middle office outsourcing services for institutional portfolios managed by its equity affiliates. The partnership, which has already been implemented, covers portfolios representing approximately $40bn AuM. Under the mandate, Northern Trust will provide investment operations outsourcing via its middle office platform. Headquartered in Los…
AB expands with State Street
AllianceBernstein has appointed State Street as transfer agent for Taiwan’s first active bond ETF.State Street already services AB’s ETFs in U.S. and Australia.
Ocorian wins PEP mandate
Ocorian has supported the Cayman-domiciled fund advised by Pacific Equity Partners (PEP) as fund administrator, marking the seventh core fund for PEP. The Australian advisor to the Cayman fund, PEP, is Australasia’s leading private-equity manager, with AUD16bn AuM across various investment strategies. Ocorian assisted with establishment, launch and multiple closings of Fund VII and will…
Equity Trustees wins major RE mandate
Equity Trustees has been appointed responsible entity (trustee) for the newly launched T. Rowe Price Global Structured Research Equity Fund in Australia, continuing a long-standing partnership that has seen more than 10 funds established over 18 years.
Sonata One hires senior manager
Sonata One, the private funds clearinghouse, has appointed Nikhil Ashra as senior commercial development director, based in New York. He has previously worked at iCapital and Canoe Intelligence. Sonata One connects more than 53,000 investors with 6,500 funds and 180 fund managers globally.
CACEIS takes stake in Kriptown
CACEIS has acquired a minority stake in Kriptown, the French fintech specialising in asset tokenisation. This investment coincides with the upcoming launch of Lise (Lightning Stock Exchange), its subsidiary, which will be the first European tokenised exchange dedicated to SMEs and mid-cap companies. Lise is developing a market infrastructure designed to simplify equity financing and…
Alter Domus appoints CCO
Alter Domus has appointed Isabel Gomez Vidal as chief commercial officer. She will join the group executive board. Gomez Vidal joins from Dun & Bradstreet, where she served as chief revenue officer. The appointment follows the recent hiring of Charlotte Hogg as CEO.
SimCorp appoints new CEO
SimCorp, the fintech subsidiary of Deutsche Börse AG, has appointed Peter Sanderson as CEO. Sanderson was group chief executive officer for GAM Investments from 2019 to 2024, Prior to that, he spent a decade at BlackRock Investment Management. Sanderson replaces Georg Hetrodt as CEO, who retires after 27 years with the company at year-end.
GQG partners with SEI for ETF launch
GQG Partners has selected the Advisors’ Inner Circle Fund series trust as its operational platform to launch its first ETF, GQG US Equity ETF. GQG’s ETF launch marks the expansion of its nine-year strategic partnership with SEI, which also services six mutual funds and a private fund for GQG. The new active U.S. Equity ETF…