Category: Independents

Aztec Group has supported Global Healthcare Opportunities (GHO), a European healthcare specialist private equity firm, on the final close of GHO Fund IV, raising over EUR2.5bn (USD2.9bn). This marks GHO’s largest fund to date and brings total AuM to c. EUR9bn (USD10.5bn). Aztec will provide ongoing administration, company secretarial, and accounting services.

Ultimus Fund Solutions has appointed Steve Farlese as COO of Ultimus Private Fund Solutions. He joins Ultimus with more than 30 years’ experience in alternative fund operations, investor services, and global service delivery. Prior to joining Ultimus, he spent over three decades at BNY, where he most recently served as MD supporting alternative investment solutions…

Voss Capital has selected SS&C GlobeOp as its fund administrator. The Texas-based fund manager focuses on value-oriented special situations. SS&C will provide a full range of fund services across two funds with USD375m AuM. SS&C will also service Voss Capital’s separately managed accounts. Voss Capital initially started on SS&C’s Eze Eclipse platform and then expanded…

Ocorian, the C.I.-based asset servicing provider for asset managers, private and corporate clients, has acquired Clarity Consulting Solutions Ltd, a UAE- based regulatory and compliance services provider. Clarity was founded in 2020 by Natalie Hodgins and Shamshad Khan who, together with partner Barry Cotter, will join Ocorian and be part of the global regulatory and…

Citco, the asset-services provider to the alternative investment sector, has opened an office in Kansas to support its expansion into the retail alternatives market. The office supports the operations of Citco’s recently effective SEC-registered transfer agency, which is focused exclusively on the retail alternatives market. It will serve as the main centre for Citco’s SEC…

Waystone, the asset management service provider, has implemented Fernergo’s technology platform to enhance client service. Fenergo is a provider of solutions for KYC, AML, and CLM. Gen II Fund Services recently began implementation of Fenergo’s technology across its European operations.

Equity Trustees has been appointed by Royal London Asset Management as the Responsible Entity for four new funds in Australia. The funds are structured as feeder funds with indirect exposure to established, Ireland-domiciled UCITS. RLAM, which is owned by the Royal London Group, the UK’s largest mutual life pension and investment provider, has c. GBP181bn…

Scott Somerville will be stepping down as CEO of MaplesFS after nearly 25 years with the organisation and over 15 years in this role. He will remain with the Maples Group until his retirement in 2026. Guy Major and Tyler Kim have been appointed as co-chief executive officers of MaplesFS. Both are internal appointments. MaplesFS…

ID-Pal, the identity verification platform, has acquired NorthRow, a Know Your Business (KYB) fintech. The acquisition will enable ID-Pal to deliver a unified compliance intelligence solution for KYC, KYB, and AML. NorthRow brings financial service firms including Caxton, Equifax and Hargreaves Lansdown into the existing ID-Pal global portfolio, which already includes government organisations such as…