Category: Independents

Vistra, the Singapore-based provider of advisory and administrative services with USD370bn AuA, has been appointed as administrator for the AMR Action Fund. Vistra will support the fund across its entire structure, including the management company, the fund, its SPVs, and portfolio company investments. The AMR Action Fund is the world’s largest public-private partnership supporting the…

ZEDRA, the Switzerland-based administrator, has appointed Damien Fitzgerald as head of funds for Guernsey. Prior to joining ZEDRA, he was head of funds at TMF Group in Guernsey, Zedra’s Guernsey fund team specialises in fund establishment and administration, company secretarial services and governance, as well as financial accounting and NAV production. In Q4 2020, ZEDRA’s…

Apex has been appointed, to provide fund administration and regulatory services to Bee Alternatives Limited, an independent Japan-based manager dedicated to secondary private equity investments. Bee Alternatives has its origins as part of Ant Capital Partners Co. Ltd., where the team were one of the pioneers of secondary investments in Asia. Bee Alternatives now manages…

Aztec, the C.I.-based administrator, has supported MML Capital, a private equity investment firm and longstanding client, with the fundraising activities and final close of its latest fund, MML Partnership Capital VII SCSp. MML broke through its hard cap, raising EUR670m (USD783m). Aztec will provide administration and accounting services to the fund and its investment structures…

Ultimus Fund Solutions, the U.S.-based fund services provider with >USD350bn AuA, has hired Joel Lieb as senior vice president – relationship management. Lieb was most recently an EVP at B&G Business Solutions, Inc., a management consulting firm. His experience includes more than 30 years with SEI in positions across relationship management, client solutions & advice,…

JTC, the C.I.-based administrator, has strengthened its Guernsey senior leadership team with the appointment of Graham Sleep as director – fund services. Sleep joined JTC in 2015 following the acquisition of Kleinwort Benson’s fund administration business and he is relocating to Guernsey from JTC’s Cape Town office in South Africa. He will assume responsibility for…

Ocorian, the C.I.-based administrator, has promoted Charlotte Cruickshank to global head of fund onboarding and solutions. Based in Jersey, she will oversee fund services for private equity, venture capital, real estate, and infrastructure fund managers, reporting to Mike Hughes, global head of service lines and business development. She joined Ocorian in 2018.

Preqin, the UK-based provider of alternative assets data, analytics and insights, has acquired Colmore, a private markets technology, services, and administration business. Colmore’s solutions include LP portfolio monitoring, analytics, fee tracking and validation, and fund administration services for its allocator clients. Colmore monitors more than 3,000 private market funds and more than 40,000 holdings.