Fund services round-up: SS&C, Apex, Trident Trust and more…
This week’s fund services round-up features: SS&C, Apex Group, Socium Fund Services, Ultimus Fund Solutions, Trident Trust and Altum Group.
Tag: Fund administration
Monroe Capital taps U.S. Bank for custody and fund services
The collaboration extends across various jurisdictions, including Luxembourg, the US, and Ireland.
The shifting fund services landscape: Are you not entertained?
The most active M&A space in securities services is also one of the ripest for growth, while the fiercely competitive nature of the different players makes for an entertaining area of the market to observe.
Fund Administration
Fireside Friday with… Broadridge’s Eric Bernstein
The fund administration landscape is changing as consolidation continues, client demands evolve and technology needs increase. Eric Bernstein, president at Broadridge Asset Management Solutions gives his take on the different approaches of providers in this space.
Vistra wins fund administartion mandate from AMR Action Fund
Vistra will support the venture capital fund across its entire fund structure, the management company, its SPVs and portfolio company investments.
Apex Group closes acquisition of BRL Trust Investimentos
The transaction expands Apex’s growing presence in Latin America, with an addition of 160 new employees and a new office in São Paulo.
Ultimus Fund Solutions recruits 30-year SEI veteran for top relationship management role
The addition will help fuel Ultimus' drive to win fund administration and transfer agency mandates with larger clients.
UMB Fund Services appointed as administrator for AFA’s first closed-end interval fund
The Milwaukee-based fund services firm will also provide fund accounting and tax reporting services, while UMB Bank will provide custody services.
Crestbridge to launch fund administration services in Ireland
The fund administration licence further expands on Crestbridge’s strategy to grow in the world’s top fund domiciles.
Apex Group acquires US-based Greenough Consulting Group
The acquisition of GCG marks the eighth deal announced by Apex following a spree of acquisitions by the Group in FY21.