Ultimus LeverPoint Announces New Partnership with WCM Investment Management
09 avr. 2024 08h07 HE
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Ultimus LeverPoint
Ultimus LeverPoint announces its latest partnership with WCM Investment Management, LLC an independent asset management firm with approximately $90B in AUA
Ultimus LeverPoint Seizes Top Award at Industry Ceremony
05 déc. 2023 11h06 HE
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Ultimus LeverPoint
Ultimus LeverPoint received the top industry award at the 2023 Global Custodian Industry Leaders Awards; PE Fund Administrator of the Year.
Ultimus LeverPoint Acclaimed in 2023 Global Custodian Survey
11 oct. 2023 08h08 HE
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Ultimus LeverPoint
Ultimus LeverPoint attains an exceptional score of 6.90 out of 7.00 in the GC Survey - surpassing competitors and global averages over all nine categories.
Ultimus Continues its Focus on Client-Facing Technology with Expansion of uCONNECT®
26 sept. 2023 08h20 HE
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Ultimus LeverPoint
Ultimus LeverPoint announces the expansion their web-based utility, uCONNECT to its private fund clients; providing direct access to fund data and reports.
Ultimus Names Former SEI Exec James Cass as President of Ultimus LeverPoint Private Fund Solutions
01 févr. 2023 07h50 HE
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Ultimus LeverPoint
CINCINNATI and CLIFTON PARK, N.Y., Feb. 01, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service administration, fund accounting, middle...
Ultimus Scoops Up Numerous Top Awards at Industry Ceremony, Accepting Six Awards in One Evening
08 déc. 2022 15h16 HE
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Ultimus LeverPoint
CLIFTON PARK, N.Y., Dec. 08, 2022 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading tech-enabled provider of full-service fund administration, middle office, and investor solutions...
Ultimus LeverPoint Welcomes Senior Sales Executive Jeffrey Rosen
01 nov. 2022 14h15 HE
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Ultimus LeverPoint
CLIFTON PARK, N.Y., Nov. 01, 2022 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions®, a leading tech-driven private fund administrator, is pleased to announce Jeffrey Rosen recently...
Ultimus LeverPoint Appoints Scott Trimble to Business Development Team
24 oct. 2022 15h15 HE
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Ultimus LeverPoint
CLIFTON PARK, N.Y., Oct. 24, 2022 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions™, a leading tech-driven private fund administrator, is pleased to announce Scott Trimble recently...
Ultimus LeverPoint Fund Solutions Achieves Near Perfect Score in 2022 Global Custodian Private Equity Fund Administration Survey
12 oct. 2022 08h20 HE
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Ultimus LeverPoint
CLIFTON PARK, N.Y., Oct. 12, 2022 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions is pleased to announce that it has achieved a near-perfect score, outperforming its direct...
Ultimus LeverPoint Expands Relationship Management Team with Additional SVP Hires
12 juil. 2022 15h00 HE
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Ultimus LeverPoint
CLIFTON PARK, N.Y., July 12, 2022 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions™, a leading tech-driven private fund administrator, is pleased to welcome Lori Shupak, Christina Haas,...