Digital Assets Report

Fund administration

Thomas Nieman, SALI

Long Ridge Equity Partners invests in SALI Fund Management

SALI Fund Management, a specialist in the creation and administration of Insurance Dedicated Funds (IDFs), has secured a growth capital investment from affiliates of Long Ridge Equity Partners LLC. Proceeds from the financing will be used to further invest in


MUFG Investor Services partners with Point Nine

MUFG Investor Services has partnered with Point Nine Limited, a specialist in outsourced operations, processing and reporting for post-trade execution. Point Nine’s middle office platform, Circle, will be available to MUFG Investor Services’ clients enhancing the firm’s existing Business Process

Gary Tenkman, Ultimus

Ultimus Fund Solutions acquires LeverPoint Management

Ultimus Fund Solutions (Ultimus), an independent provider of fund administration, accounting and investor solutions to traditional and alternative fund managers, is to acquire LeverPoint Management (LeverPoint).  LeverPoint, headquartered in Clifton Park, NY, is an independent provider of full-service fund administration,

Wout Kalis, SS and C

Brightway Asset Management taps SS&C for fund administration

Brightway Asset Management Limited (Brightway), an indirect wholly owned subsidiary of China Minmetals Corporation (CMC), principally engaged in asset management, has appointed SS&C GlobeOp as its fund administrator.   Brightway says the selection of SS&C GlobeOp was based on the

Ethan Levner, Estera

Estera appoints Group Head of Funds

Estera, a leading global provider of funds, corporate and trust services, has appointed Ethan Levner as Group Head of Funds, with overall responsibility for funds operations across the 11 jurisdictions the business operates in. Estera is a specialist in fund

Daniella Klasen-Martin, Crestbridge

Crestbridge launches Luxembourg ManCo branch in London

Crestbridge has established a branch of its Luxembourg Management Company (ManCo) in London as the business seeks to cement ties between the UK and Luxembourg and secure new opportunities post-Brexit.  The move comes after Crestbridge received formal regulatory approval to

Stuart Platt-Ransom, Oak Group

Oak strengthens fund services offering with IAG acquisition

Oak, a new private client, corporate services and fund administration group, has acquired International Administration Group (IAG). Founded in 2000 by Mark Woodall and Alison Simpson, IAG is a specialist fund administration business headquartered in Guernsey with a team of


10 October, 2024 – 5:00 pm

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