Phoenix American Financial Services gains Valeo Groupe as new client
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Phoenix American Financial Services gains Valeo Groupe as new client 13 August 2020San Rafael Reporter: Maddie Saghir
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Phoenix American Financial Services has entered into a new client partnership with investment management firm Valeo Groupe Americas.
Phoenix will support Valeo with its investor services platform featuring the STAR-XMS shareholder management/transfer agent system as well as integrated fund accounting services.
Valeo Groupe is set to benefit from Phoenix American's combination of advanced technology, focus on customer service and long experience with the unique operational requirements of real estate investment funds.
Based in Charlotte, North Carolina, Valeo Groupe Americas is a vertically integrated investment management firm specialising in the acquisition, development and management of housing communities in the student and senior niche markets.
Seth W. Pesek, Valeo Groupe's chief financial officer, commented: "We are pleased to work with a dynamic firm such as Phoenix who takes our client's needs seriously and contributes to our investment programme.”
Andrew Constantin, senior vice president, operations at Phoenix American, said: "Valeo Groupe is an innovative real estate fund sponsor committed to controlling asset quality, reducing costs, increasing delivery speed, improving operating efficiency and driving value for stakeholders; precisely the ideals Phoenix brings to our fund administration services.”
"We look forward to supporting Valeo Groupe in what we know will be their impressive growth in the years to come,” Constantin added.
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