Fund services round-up: Apex Group, Marex, Aztec and more…
This week’s fund services round-up features Apex Group, Marex, Aztec, Ultimus, Equity Trustees and Suntera Global
Fund Administration
Alchelyst and Lyra Client Solutions complete merger
Joan Kehoe, founder and CEO of Alchelyst and former global head of alternative investment services at JP Morgan, will lead the combined company.
Fund services round-up: Apex Group, Waystone, Ocorian and more…
This week’s fund services round-up features Apex Group, Waystone, Ocorian, FundBank, Broadridge and AYU.
Alter Domus wins $30bn servicing mandate with Bain Capital Credit
Appointment covers middle- and back-office support for more than $30bn in global liquid and structured credit portfolios.
Pictet Asset Services mandated by Pareto for UCITS custody
Appointment covers Luxembourg-domiciled Pareto SICAV across multiple European distribution markets.
Global Custodian and TMF Group launch new survey on managing complexities in private market incentives
Research project will explore how co-investment and carried interest programs are evolving, how firms are adapting to new reporting templates and regional rule changes, and what “good” looks like operationally.
U.S. Bank supports launch of F/m’s dual share class ETF structure
Fund services provider plays key operational role as F/m Investments brings ETF and mutual fund share classes into a single live portfolio.
Fund services round-up: Langham Hall, Ultimus, Altum Group and more…
This week’s fund services round features Langham Hall, Ultimus Group, Altum Group, Apex Group, Gen II, Fundsmith, Waystone, JTC and Allspring Global Investments.
Carne Group secures investment from Permira
Capital injection values the business at €1.4 billion and is expected to accelerate the development of Carne’s technology platform, Curator.
TMF Group mandated as fund administrator for Innovation X Advisors’ latest fund
The appointment expands a long-standing relationship as Innovation X launches Capital Partners III.