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Executive team changes for Infovest Consulting South Africa

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Cape Town – 2 February 2018

I am pleased to announce certain key changes and strategic appointments at Infovest Consulting South Africa, which are effective from 1 January 2018.

I have been appointed as Chief Executive Officer and will be working closely with the new Executive Team in the day to day delivery of solutions and service to our valued clients.

The additional appointments and changes to the Executive Team are as follows:

  • Ian Rivett has been appointed as Chief Operating Officer. Ian initially joined the business to head up the Project Office, however the intention was always to migrate him into a position of greater strategic responsibility within Infovest. Robin’s tragic passing has fast-tracked that promotion, and we are very glad to have Ian on the Executive Team. He will be responsible for the day to day operations of the business.
  • Jenny Donaldson has been appointed as Client Services Director, fulfilling a key role in making sure that you, the client, are cared for in a manner to which you are accustomed. Jenny will continue working closely with Infovest’s Business Solutions Team, ensuring the continual delivery of value added solutions and exceptional service.
  • Riaan Kirchner is moving from an Operations Director position to being the Chief Technology Officer for the business. His strong technical focus and dedication will ensure that the Infovest product set remains strategically positioned and defined as the business continues to morph and grow aggressively.

I am tremendously excited about these changes, and the opportunity to unlock the huge potential that Infovest has both in the South African and international markets.

Please feel free to contact me should you require any additional information.

 

Craig Arenhold
Chief Executive Officer

 

Robin Kemper, Managing Director of Infovest

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Cape Town – 30 October 2017

It is with the deepest sadness that we must announce that Robin Kemper, the Managing Director of Infovest has tragically lost his life. The police have not yet officially confirmed his death, but all the information that we have clearly points to this tragic outcome.

Justin Wheatley, Chief Executive of StatPro Group plc, commented:

“This senseless tragedy has left all of us numb with shock and disbelief. Robin, who was a good friend of mine and many people across StatPro, was also very well known throughout the South African investment management community. As a successful entrepreneur, he founded several businesses and was much admired and respected.

“We are providing all the support we can to Robin’s family at this terrible time.

“Robin was a big personality well loved by a large circle of friends.  We mourn his loss deeply – he will be missed very much.”

Craig Arenhold, CEO of the Group’s South African operation, who is also a board member of Infovest, has been appointed Interim CEO of Infovest.


Enquiries:

StatPro Group plc
Justin Wheatley, Chief Executive +44 (0) 20 8410 9876
Craig Arenhold, CEO Statpro South Africa +27 (0) 21 443 9096
Instinctif Partners
Adrian Duffield / Chris Birt +44 (0) 20 7457 2020

 

Download Press Release as a PDF

Atlantic Fund Services Selects Infovest for Post Trade Compliance

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Boston, MA (March, 2016)
Infovest Consulting (Pty) Ltd, a member of the StatPro Group of Companies, provider of investment data management, compliance, regulatory and client reporting solutions, today announced that Atlantic Fund Services, a leading, independent New England based fund administrator, will transition to Infovest post trade compliance software.

Atlantic Fund Services selected Infovest’s compliance solution to enhance their third party fund administration compliance offering with dynamic monitoring and client reporting . It is increasingly important that investment managers and fund service providers facilitate regulatory compliance programs effectively and efficiently. Infovest’s compliance solution is focused exclusively on the post trade domain and delivers comprehensive functionality in a solution that is easy to use and scale.

Chris Koons, Atlantic Fund Services’ Chief Operating Officer said, “We continuously evaluate our operations and technology to ensure we employ solutions that enhance our clients’ service experience. Infovest’s capabilities, including a user friendly rules builder, comprehensive breach monitoring , and turnkey management and client communications functionality, will increase efficiency in our daily workflow.” Mr. Koons added, “Infovest’s organization aligns well with our culture of high quality and highly responsive service.”

Simon Stillwell, Managing Director of Infovest U.S.A. commented, “We are delighted to be working with Atlantic Fund Services and to win another highly respected North American client. The fund administration space is highly competitive and by focusing exclusively on post trade compliance, we can deliver a solution that provides real value and flexibility to our clients. In turn this allows them to differentiate themselves by offering a state of the art service to their clients.”

About Atlantic Fund Services

Atlantic Fund Services is an independent, third-party administrator providing comprehensive fund servicing solutions for mutual funds, series trusts, closed-end funds, private funds and bank funds. Atlantic provides fund launch management, legal and regulatory administration, fund accounting and tax recordkeeping, performance reporting, financial reporting, transfer agency, shareholder services, and compliance services. Headquartered in Portland, Maine, Atlantic’s experienced professionals have provided high quality, customized services for over 30 years. For more information, please visit atlanticfundservices.com.

Contact: Chris Koons at +1 (207) 347 2012 or chris.koons@atlanticfundservices.com

About Infovest

Infovest is an international software business specializing in solutions for the buy-side and asset service providers alike. Our suite of products encompasses post trade compliance, Investment Data Management, client reporting, and regulatory reporting solutions for today’s investment companies. Infovest aims to reduce the cost of systems ownership and complexity with a flexible data management framework and a tried and tested methodology, all backed by an agile and experienced team of professional consultants. With offices in Boston, Cape Town, London and Sydney, Infovest helps their clients meet their continually evolving requirements.

Contact: Simon Stillwell on +1 (617) 401 5935 or simons@infovestusa.com

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Infovest signs extended contract with Canadian Asset Manager in the highly competitive data management arena

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Boston, MA – 11 October 2016
Infovest Consulting (Pty) Ltd, part of the StatPro Group of Companies, a provider of investment data management, compliance, regulatory and client reporting solutions, today announced the signing of a long-term contract with Canadian asset manager, Triasima Portfolio Management. This is an impressive win for Infovest in its first year of North American operation.

Triasima will be utilizing Infovest’s investment data management and client reporting systems. Like most asset managers today, Triasima has a heterogeneous systems environment. By deploying Infovest’s leading-edge solution, Triasima will be better able to leverage their comprehensive systems and the data and information within them to improve their internal and external reporting. They will gain real value from their data whilst providing an integrated solution fundamental to their expanding business.

Senior Director of Operations at Triasima, Marc Dansereau, said, “After a rigorous selection process and detailed evaluation, we chose Infovest because of their efficient, flexible and very comprehensive data management and reporting capabilities. We are excited to partner with Infovest who clearly understand the importance of delivering a tailored integrated solution for Triasima.”

Simon Stillwell, Managing Director of Infovest’s North American operation explained, “We are delighted to have won Triasima’s business. It is a validation of our unique approach as Triasima see the tremendous benefit of using our best practice data model in combination with our easy to use toolkits that give them control. Our approach and systems architecture enables Triasima to satisfy not just today’s need but provides them a strong platform for future growth.”

About Triasima

Triasima Portfolio Management is a Canadian investment management firm known for its unique Three-Pillar Approach, which combines fundamental, quantitative, and trend analysis in a rigorous, yet innovative, investment process that remains consistent under all market conditions. With a successful performance track record since 1998, the firm serves a group of more than 250 institutional, sub-advisory, and individual clients. Today, Triasima has over $3.4 billion in assets under management. It is wholly owned by its employees and directors, and is completely independent from any other company or organization.

Contact: Mathieu Tanguay on +1 (514) 906 0667 ext 230. mtanguay@triasima.com

About Infovest

Infovest is an international software business specializing in solutions for the buy-side and asset service providers alike. Our suite of products encompasses post trade compliance, Investment Data Management, client reporting, and regulatory reporting solutions for today’s investment companies. Infovest aims to reduce the cost of systems ownership, reduce complexity with a flexible data management framework and a tried and tested methodology, all backed by an agile and experienced team of professional consultants. They help clients to bridge the gap between their business and their valuable data resources. With offices in Boston, Cape Town, London and Sydney, Infovest leverages clients’ existing expertise and IT investments in order to help them meet continually evolving requirements, whether through growth or regulation.

Contact: Simon Stillwell on +1 (617) 401 5935. simons@infovestusa.com

Download Press Release (PDF)

Infovest acquires StatPro Portfolio Control

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February 2016
I am pleased to announce that Infovest has fully acquired StatPro Portfolio Control (“SPC”) from StatPro. As part of the transaction, StatPro has in turn acquired a controlling interest in Infovest Consulting (Pty) Ltd.

Infovest has been providing client services for SPC since November 2013 through an outsourcing agreement with StatPro. Friday’s announcement enables Infovest to further invest in the product development and in the Compliance Centre of Excellence, headed up by Jenine Ellappen in Cape Town. The immediate benefits for SPC clients will be improvements in system performance and a significant investment in the product longevity, together with an increase in the client services team.

Jenny Donaldson, Vicki van der Westhuizen and I have all previously worked at StatPro and our direct management involvement in SPC enables us to increase the team size rapidly. In addition, we have a wealth of experience in building compliance related solutions for Infovest clients using Infostore’s investment data management capabilities. This means that we can develop a multi-talented Compliance unit at Infovest with a passion for assisting new and existing clients with their regulatory responsibilities (from compliance monitoring to regulatory reporting, using a combination of SPC and Infostore reporting solutions).

Infovest’s industry leading Investment Data Management solution is a valuable proposition to the global StatPro client base who all face significant data management and integration challenges. Infovest will leverage off of StatPro’s global client base and comprehensive international infrastructure to support its international growth strategy. This follows on from the new Infovest offices that were opened recently in Sydney, London and Boston.

Although Infovest is now part of the StatPro Group, we will operate independently with specific focus on Investment Data Management and compliance.

“This transaction provides a fantastic platform for Infovest to expand rapidly into new markets and territories in partnership with StatPro. We have already built a strong relationship with StatPro around SPC and believe that we can capitalise further on this relationship in the Investment Data Management and Compliance reporting space in support of StatPro’s core Revolution strategy.”

Robin Kemper
Managing Director Infovest

More information
StatPro: StatPro acquires 51% of InfoVest
StatPro: Acquisition of Majority Shareholding in South African InfoVest Consulting

Infovest opens North American office

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Infovest continues to fuel its global expansion through the opening of an office in Boston headed up by Simon Stillwell, formerly SVP Sales for StatPro Inc. Simon opened StatPro’s Boston office in 2008.

This exciting step follows on from the successful opening of the Infovest Europe office earlier in 2015.

Simon commented “I am extremely pleased to represent Infovest and to have the opportunity to build another great team here in Boston. I am confident that the blend of Infovest’s unique proposition of providing clients with the control and flexibility with scalable, efficient software solutions will appeal to many buyers in North America.”

Simon can be reached on +1 617 401 5935 or at simons@infovestusa.com

Infovest opens European Office

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Infovest is excited to announce the launch of its European office.
Simon Johns, Former COO of Statpro Group PLC will be heading up the newly opened London-based office.
This is a significant milestone for Infovest as it marks the company’s first permanent presence in the Northern hemisphere after successfully managing UK implementations from South Africa.
Simon Johns has 25 years’ experience working in the financial technology industry.
Simon has the ideal experience to launch Infovest’s investment data products into the European Market.
He has worked in London, New York and Switzerland, carried out 12 company acquisitions and has SME experience ranging from start-up through to LSE listed PLC. As a Company Director since 1997, Simon’s roles have included Client Services Director, Chief Operating Officer, Chief Executive Officer, EMEA and Asia Pacific for AIM listed StatPro Group PLC. Simon is also a non-executive Director of Gatestreet Ltd., which unites investment capital with businesses and projects across sub-Saharan Africa.

Infovest welcomes new clients

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January 2015

Infovest is proud to announce the following new clients that have joined our growing business over the past year;

• African Infrastructure Investment Management (AIIM)
• Citadel H4
• Societe Generale Trustee Services

We have spent a significant amount of time developing and formalizing our Bridge implementation methodology over the past year. We have also grown our professional services team significantly in order to rapidly respond to the growing list of client projects we are being asked to work on.