Aztec Group, the C.I.-based administrator, has made two senior appointments to its real assets leadership team. Farhan Ahmed has been appointed as head of real assets in Luxembourg, while Richard Anthony has assumed the role of head of real assets in Jersey. Both are internal appointments.
Category: Independents
CSC to open in Dublin
CSC, the privately owned U.S.-based provider of alternative fund administration and corporate services, has been licensed by the Central Bank of Ireland to establish a fund services operation in Ireland. Liam McHugh, managing director of fund services for CSC, will head the Dublin office, with a senior management team including David Barry as head of…
Centaur hires Jon Summers to head product in U.S.
Centaur Fund Services, the Ireland-based provider of services to the alternative fund industry, has expanded its U.S. management team with the addition of Jon Summers, who will take on the role of head of product for Centaur Fund Services U.S. Currently based in New Jersey, Summers has over 15 years’ experience in the fund administration…
Dougherty Mortgage selects SS&C for loan admin
Dougherty Mortgage LLC, a Minneapolis-based full-service mortgage banking firm, has selected SS&C as a technology and services partner. SS&C will provide cloud-based software and services for loan origination, servicing, asset management, investor reporting, insurance compliance and document management.
JTC to provide fund services for Ashburton Investments
Ashburton Investments, the C.I.-based asset management business of FirstRand Group, has appointed JTC to administer fund shareholder accounts. JTC will provide fund administration and fund accounting services to Ashburton Investments’ investors in its Jersey-domiciled funds. JTC, which recently moved into the U.S. market with the acquisition of NES Financial, has USD130bn AuA.
Intertrust selects Wall Street Office for loan administration
Intertrust, the Netherlands-based provider of administration and corporate services, has automated its loan administration, cash management and facility agent services by integrating its platform with IHS Markit’s Wall Street Office (WSO). The WSO platform is a scalable, cloud-based solution that will enable Intertrust to provide its fund and capital markets clients with a more efficient…
Ultimus upgrades distribution platform to include ETF data
Ultimus Fund Solutions, the U.S.-based fund servicing provider, has expanded its Ultimus Distribution Advantage (UDA) program to include platform information for ETFs. Ultimus is introducing the addition of intermediary fee structures and requirements for ETFs by incorporating the details to the intermediary pricing pages already established for ‘40 Act funds on the UDA website. The…
Apex and Triple Point partner on upgraded TA platform
Apex, the Bermuda-based financial services provider, and Triple Point Liquidity, a New York-based financial technology startup, have formed a partnership to deliver an enhanced transfer agency platform to clients. The partnership will integrate Triple Point’s innovative registrar and transfer agency platform to better manage client liquidity through one integrated solution. The partnership will also enable…
SANNE hires Daryn Kerr as global head of tech change
SANNE, the UK-based provider of alternative asset and corporate business services, has appointed Daryn Kerr as global head of technology change. He will lead the establishment of SANNE’s enterprise architecture and technology portfolio to reflect and augment the group’s global strategic goals. He will work closely with SANNE’s chief technology officer, Marie Measures, in the…
Apex appoints Valerie Mantot-Groene as head of APAC
Apex Group, the Bermuda-based administrator, has appointed Valerie Mantot-Groene as head of APAC. Based in Singapore, she joins from SANNE and reports to the global head of fund solutions, Srikumar T.E. She replaces Maggie Chan.