Suntera Global, the C.I.-based administrator, has appointed Stephen Bond as head of European funds and corporate sales for its corporate and fund services division, based in London. He joins from RQC Group.
Category: Independents
Tatton appoints Citi & FundRock
Citi has been appointed as depository and custodian by Tatton Investment Management Ltd for the Tatton fund range in the UK. Apex FundRock has been appointed as the authorised corporate director. The appointments cover multiple UK fund umbrellas and approximately GBP10bn (USD13.5bn) AuM. Alongside the ACD mandate, Apex will provide fund administration and transfer agency,…
Ultimus expands with DF
Ultimus has expanded its long-standing partnership with Donoghue Forlines. In addition to continuing administration services for Donoghue’s mutual funds and variable insurance trusts, Ultimus has extended its scope to include servicing the DF Tactical 30 ETF.
Ocorian appoints Guernsey head
Ocorian, a C.I.-based provider of fund services, capital markets, corporate and private client solutions, has appointed Andy Bailey as country head for Guernsey. He joined Ocorian in 2025 and succeeds Ben Hill, who will focus on his group-wide responsibilities as global head of fund services.
Dimensional selects SS&C
Dimensional Fund Advisors has appointed SS&C to support the launch of ETF share classes of its U.S. multi-class funds. SS&C will provide operational and technology support to facilitate mutual fund share class–to–ETF share class conversions. Dimensional is headquartered in Austin, Texas, and has 15 global offices across North America, Europe, Asia Pacific, and Australia. As…
Aztec hires from Apex
Aztec, the C.I.-based provider of private markets services, has appointed Maria Von Horvath as senior director, private equity fund accounting, and strategic client delivery lead. She was previously head of operations for the Dallas office at Apex. She will continue to be based in Dallas and will lead private equity fund accounting and strategic client…
UI appoints BNY
Universal Investment, the Germany-based fund services provider, has appointed BNY as its servicing partner for its Irish ICAV-based ETF platform. BNY will provide fund administration, depositary services, and ETF-specific operational support.
RLAM appoints SS&C in Australia
Royal London Asset Management, a UK-based fund manager, has extended its relationship with SS&C, which will provide fund administration and unit registry services for its new range of Australian active funds, Equity Trustees will serve as the responsible entity for the funds, which have been launched with around AUD1bn in AuM. SS&C will provide fund…
Waystone supports Mackenzie UCITS
Mackenzie Investments, a Canadian asset manager, has launched a UCITS fund in Luxembourg through Waystone’s platform.
Moss joins FNZ
David Moss has joined FNZ, the wealth platform, as group chief product officer, based in New York. He was previously at BNY for seven years after eight years at Citi.