All fund services news

Great Oak Funding picks Phoenix American for fund administration

05 October 2023 US
Reporter: Jenna Lomax

Great Oak Funding Finance VII is a new US$100 million commercial real estate debt offering to be sold through broker-dealers and registered investment advisors

Ocorian acquires Asia-based corporate services provider A-Pass

04 October 2023 Asia
Reporter: Jenna Lomax

Established in Hong Kong in 2006, A-Pass provides company secretarial, accounting, payroll, trust and tax services

Apex completes further MJ Hudson acquisition

04 October 2023 Ireland
Reporter: Lucy Carter

The business outsourcing division constitutes MJ Hudson’s ManCo operations in Luxembourg and Ireland, Channel Islands fiduciary and fund administration, and investment advisory

Universal Investment and Alumia partner on fund servicing initiative

27 September 2023 Luxembourg
Reporter: Lucy Carter

Universal Investment Group has partnered on a joint venture with investment advisory firm Alumia, expanding its fund servicing capabilities through the independent matching of asset managers and investors

96 per cent of fund managers plan on using external support in the future, finds Ocorian

21 September 2023 UK
Reporter: Jenna Lomax

The fund services provider found that 96 per cent of fund managers plan on using external support over the next three years

FundGuard opens London office

18 September 2023 UK
Reporter: Jenna Lomax

The opening of FundGuard’s London office comes after the launch of the company’s Boston office in July 2023

Apex expands Indian and Canadian presence

15 September 2023 India
Reporter: Lucy Carter

The company will provide fund administration services to the Investment Trust of India's new offshore fund, and has opened an office in Montreal

IQ-EQ France completes integration with Equitis rebrand

12 September 2023 France
Reporter: Jamie Richards

The investor services group has rebranded its subsidiary fund management and fiduciary business Equitis as IQ-EQ, in line with the rest of the company

Citco’s Collaboration Platform to be extended to private credit funds

12 September 2023 US
Reporter: Jenna Lomax

Citco’s Collaboration Platform is to be made available to a wider range of private markets clients as the company continues to digitalise and enhance client interactions

Apex acquires IP Fund Managers Guernsey

07 September 2023 Guernsey
Reporter: Jenna Lomax

IPFMG is an established ManCo, which has operated unit trust funds in Guernsey for more than 15 years

Switzerland’s Thurgauer Kantonalbank picks Clearstream to consolidate its fund distribution services

07 September 2023 Switzerland
Reporter: Jenna Lomax

Switzerland-based Thurgauer Kantonalbank has chosen Clearstream to consolidate all of its fund distribution support activities

Gryphon picks QUODD’s Universe+ platform

25 August 2023 US
Reporter: Lucy Carter

Universe+ offers security pricing, reference data and analytics via an application programme interface-based cloud platform

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