Category: Independents

Apex Group, the Bermuda-based financial services provider, has appointed Alistair Stuart to the newly created position of head of digital banking. Stuart was formerly COO at Investec Bank Plc. Apex delivers its banking services, including the digital banking platform, through its subsidiary, European Depositary Bank. In his new role, Stuart will lead enhancements to the…

Aztec Group has strengthened its real assets team in Luxembourg with the appointment of Michele Basilico and Walter Varvara as associate directors. Previously a director and conducting officer for Fuchs Asset Management, Basilico will lead several client relationship teams and have overall responsibility for a portfolio of real estate and infrastructure clients. Varvara, who joins…

Confluence Technologies, a technology solutions provider helping the investment management industry solve complex investment data challenges, has reached an agreement in principle to acquire Fundpeak, a provider of secure fund portals and marketing tools such as fund factsheets and websites. Fundpeak’s solutions help funds produce multilingual factsheets for marketing purposes and to meet local regulatory…

Lukka, a provider of institutional crypto asset software and data services, has appointed Stephanie Miller as COO. In her most recent role, Miller spent three years as CEO of Intertrust N.V., a publicly traded financial services firm based in the Netherlands. Miller has also held senior roles at SS&C Technologies and J.P. Morgan, where she…

Maverix Private Equity, a Canadian private equity firm, has appointed SS&C GlobeOp as fund administrator for its inaugural growth equity fund. Maverix will use SS&C GlobeOp’s private capital fund services to support the Maverix Growth Equity Fund, including fund accounting, investor services, reporting and data analytics. SS&C’s Toronto team will oversee services for the fund.

Apex Group, the Bermuda-based financial services provider, has appointed Debbie Lee as country head, China. Based in Shanghai and reporting to Valerie Mantot-Groene, head of APAC, Lee joins Apex from TMF Group, where she was most recently the market lead for fund services in China. TMF recently hired Derek Chen from Apex as commercial director…

Intertrust, the Netherlands-based provider of corporate and administration services, has been appointed as fund administrator and depositary to KLAR Partners, a European private equity firm. Intertrust will provide KLAR Partners with fund administration, depositary and SPV management services across Luxembourg and Sweden. KLAR Partners recently announced the final closing of its debut fund, KLAR Partners…

Archer, a U.S.-based service provider to the asset management industry, has expanded its client experience team, adding Sheryl Kushma as VP of relationship management and DJ Polis as AVP, client platform specialist. Kushma joins Archer with more than 20 years of industry experience, having worked at BNY Mellon, 1838 Investment Advisors, SEI and, most recently,…