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Ultimus LeverPoint partners with WCM Investment Management

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Ultimus LeverPoint Private Fund Solutions, an independent provider of fund administration, accounting, and investor solutions, has partnered with $90bn independent asset management firm WCM Investment Management.

The partnership will see Ultimus providing fund administration services for a number of WCM’s hedge funds.

According to a press release, WCM selected Ultimus following a positive referral from an existing satisfied client of the firm following a rigorous search process.

In a statement, Jim Cass, President of Ultimus, said: “Our alliance with WCM is not just a business agreement; it is a harmonisation of cultures and values. At Ultimus, we believe that the foundation of a successful partnership lies in shared principles and visions. WCM’s focus on culture resonates with our own, making this collaboration strategic and a perfect cultural fit.”

 

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