Saluda Grade has selected Socium Fund Services as its fund administrator for the Saluda Grade Income Fund.
Private investment firm Atwater Capital has selected Socium Fund Services to provide fund administrator and operational services
A successor to Pershing’s Manager Workstation, Manager Gateway features a centralised portal that helps asset managers act on service requests and orders, automatically collecting and processing the information on behalf of Pershing’s clients
PEF Services has gone live with ViewPoint, an investor portal designed specifically for private capital investors
PEF Services has promoted Emily Chen and Delphine Jones to managing directors within its client services group
Cognizant has acquired Meritsoft, a Dublin-based regtech, tax, post-trade and data analytics platform
Conexus Partners has selected PEF Services to outsource fund administration
BNY Mellon's Pershing Advisor Solutions has been selected as a custody partner for Peter Raimondi's newly launched investment management firm, Dakota Wealth Management