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Ultimus Fund Solutions utilises FusionIQ’s digital investment platform
22 January 2021 UK
Reporter: Maddie Saghir

The partnership and resulting solution combine a traditional advisor-driven experience with the convenience of a digital investment platform

Ultimus bolsters private fund administration team
03 December 2020 US
Reporter: Maddie Saghir

Ultimus Fund Solutions has appointed Kelly Ramsey Gooch as executive vice president, client relationship officer for Ultimus LeverPoint, the firm’s private fund administration services group

Ultimus expands uSUITE platform with new tech application
19 November 2020 US
Reporter: Maddie Saghir

Ultimus Fund Solutions, a provider of full-service fund administration, accounting, and investor solutions, is introducing a new innovation technology application uETF

Bob Dorsey set to retire from Ultimus Fund Solutions
27 October 2020 Cincinnati
Reporter: Becky Bellamy

Ultimus Fund Solutions co-founder Bob Dorsey has announced his retirement

Ultimus enhances ETF service offering
07 October 2020 London
Reporter: Maddie Saghir

While Ultimus currently provides services for both active and passive ETFs, the firm now offers servicing of active semi-transparent ETFs through its series trust solution

Ultimus Fund Solutions picked for transfer agency services
29 September 2020 New York
Reporter: Becky Bellamy

New York-based Domini Impact Investments has selected Ultimus Fund Solutions as its new transfer agent

Ultimus completes second phase of uSUITE technology launch
24 September 2020 Cincinnati
Reporter: Maddie Saghir

Ultimus Fund Solutions has completed the second phase of its uSUITE technology launch, as part of its innovative technology strategy

Sudrania adds to senior leadership team
28 July 2020 Chicago
Reporter: Rebecca Delaney

Sudrania Fund Services has appointed three senior members to its global leadership team

Ultimus appoints names new CFO
16 July 2020 Cincinnati
Reporter: Maddie Saghir

Ultimus Fund Solution, a provider of full-service fund administration, accounting, and investor solutions, has appointed Michael K. Neborak as executive vice president and chief financial officer (CFO)

Cornerstone Capital selects Ultimus for fund administration
13 May 2020 Cincinnati
Reporter: Maddie Saghir

Ultimus was chosen to administer the ESG mutual fund through its Capitol Series Trust

Red Cedar selects new fund administrator for new fixed income fund
14 April 2020 Ohio
Reporter: Maddie Saghir

The new fixed income fund is part of a standalone proprietary trust and consists of short duration bonds with a focus on securitised products

Ultimus Fund Solutions hires Ned Siegel
09 April 2020 Cincinnati
Reporter: Becky Bellamy

In his new role, Siegel will be part of a team responsible for driving new business growth of the company’s private fund administration services