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Apex opens Denver office
08 September 2023
US Reporter Lucy Carter

The office will be led by James Wheatley, global head of operations for private equity and direct lending, and Jason Sauve, director of fund administration services

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

deltaconX AG hires Ralf Menegatti
22 August 2023
Switzerland Reporter Jamie Richards

Ralf Menegatti brings 25 years of financial experience to the Swiss regulatory compliance firm

Sadu Capital picks Apex for fund administration
22 August 2023
Saudi Arabia Reporter Jenna Lomax

Headquartered in the Middle East region, Sadu invests in private technology startups through equity ownership

Apex welcomes Frederick Shaw as US country head
15 August 2023
US Reporter Jenna Lomax

Shaw will work closely with Apex’s regional leadership team, including recently appointed group president Samir Pandiri

Khushboo Chopra swaps Apex for TMF Group
08 August 2023
India Reporter Lucy Carter

Compliance and governance firm TMF Group has appointed Khushboo Chopra as head of business development for the India funds market

Blackwattle Investment Partners picks Apex for custody services
07 August 2023
Australia Reporter Jenna Lomax

As part of the mandate, Apex will provide Blackwattle with technology-enabled fund administration, transfer agency, middle-office and custody solutions

Maria Evripidou joins CAPEX
04 August 2023
Cyprus Reporter Lucy Carter

EU-based brokerage CAPEX.com has appointed Maria Evripidou as head of product. She will report to Octavian Patrascu, CAPEX’s global CEO

Features
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Keeping a record

Klea Neza sheds light on the importance of transfer agencies and explores how vital technology is to a transfer agent’s work

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Innovation is key

Jack McRae speaks to a number of European fund administrators on how they are addressing some of the challenges facing the industry

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The Generation Game

Generative AI is the latest development to get everyone talking. Where could it have the most impact in the industry, and are fears around the new technology justified?

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States of change

As the US fund administration landscape shifts, market participants share their thoughts on the SEC’s actions, the state of the market, and where they think fund administration will go next

Interviews
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Niall Pritchard
Apex Group

Niall Pritchard, managing director, UK at Apex Group, talks to Asset Servicing Times about the changes Brexit has brought to the funds space, and the UK Financial Conduct Authority’s consultation on ‘side pockets’ for retail funds in response to the Russian invasion of Ukraine

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Frank Alexander de Boer
LRI Group

Frank Alexander de Boer of LRI Group offers insights into why his company and Apex Group have teamed up, the advantages of their cooperation, and the challenges they may face along the way

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Paul Clapis and Jennifer Hanes
SunGard

IntelliMatch Operational Control is taking reconciliations to a new level. Paul Clapis and Jennifer Hanes of SunGard explain their evolutionary product

Country profiles
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Channel Islands

Lucy Carter takes a look at how the Channel Islands have fared after a globally challenging year, and what the jurisdictions are doing to prepare for the future of financial services

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India

Brian Bollen discusses India’s move to T+1 and its growing custody and funds landscape

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Guernsey

Guernsey has long been a popular destination for financial services companies to domicile funds, attract clients and conduct operations — something that looks set to continue

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Cayman Islands

Brian Bollen outlines the current trends affecting the Cayman Islands’ mutual funds and what lies in store for the jurisdiction post-COVID

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