News search | Securities Finance Times

Generic business image for news articles

Phoenix Fund Services partners with Allvue Systems
20 November 2024 US
Reporter: Jack McRae

The partnership aims to allow Phoenix to differentiate itself from its competitors in the fund administration space

Phoenix FSC join TSSAG
07 November 2024 UK
Reporter: Jack McRae

TSSAG is a network for advisory, consulting, programme management, research and resourcing members of the post-trade and securities services industry

Delta Data acquires Phoenix Systems
27 March 2024 US
Reporter: Klea Neza

The acquisition fosters valuable synergies, significantly expanding the breadth of solutions available to Phoenix and Delta Data clients

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

Versity Invest picks Phoenix American’s fund administration services
06 April 2023 US
Reporter: Lucy Carter

Through the partnership, Versity will benefit from Phoenix American’s customer service focus and alternative investment fund administration experience

Apex bolsters valuation team
20 March 2023 US
Reporter: Jenna Lomax

Based in Phoenix, Alfonso will be responsible for product innovation and service delivery of valuation advisory services

Wander picks Phoenix American for fund services
24 January 2023 US
Reporter: Lucy Carter

Real estate investment fund sponsor Wander has selected Phoenix American to provide transfer agent, fund accounting and back-office operational services

Phoenix American partners with AC Capital
20 January 2023 US
Reporter: Lucy Carter

Alternative investment sponsor AC Capital has selected Phoenix American to provide fund services for its MJ REIT fund

Ashford selects Phoenix for agent and back-office operations
02 December 2022 US
Reporter: Lucy Carter

Real estate investment fund sponsor Ashford has selected financial services provider Phoenix American to provide agent and back-office operational requirements

Salt Lake City’s RealSource Properties selects Phoenix American for fund administration services
12 August 2022 US
Reporter: Jenna Lomax

Founded in 1989, RealSource is a real estate investment company providing acquisitions, asset management, day-to-day property management and reporting for investors

Northern Trust supports Castelnau Group’s IPO on LSE
23 November 2021 UK
Reporter: Jenna Lomax

Northern Trust and law firm Carey Olsen have supported Castelnau Group on its initial public offering on the London Stock Exchange

Phoenix American partners with Forge Trust
08 June 2021 US
Reporter: Maddie Saghir

Forge Trust provides custody services with preferred pricing and a streamlined integrated experience to clients of Phoenix American