Etheios appoints Alec Hoffman as Associate Director Retail Fund Services

27 October 2006

Etheios, the leading independent investment management consultancy, announces the appointment of Alec Hoffman as Associate Director, heading the Retail Fund Services Practice. This practice brings together Transfer Agency, Distribution and WRAPS so that clients gain the benefits of an integrated approach to retail funds product development and administration.

Alec joined Etheios in 2000 as a Principal Consultant specialising in investment administration and has worked on a number of consultancy projects for the company. These include implementation of a fund supermarket administration platform and the provision of systems for straight through processing (STP) for clients including Mellon Investment Services and Bank of New York. He has worked in the financial services industry for fifteen years with experience in treasury, international banking and fund management.

Rod Homer, Chief Executive of Etheios, commented: “Transfer Agency has been a key capability within Etheios since our formation in 2000 and Alec’s appointment marks our continued commitment to this important area. As Head of the Retail Fund Services Practice, Alec leads a team of highly regarded practitioners with years of practical experience in Transfer Agency, WRAPS and Distribution platforms. Alec is supported by an extensive range of in-house resources which enable Etheios to deliver all aspects of Retail Funds consultancy, from strategic planning, product design, operational reviews and platform selection to systems implementation and operational readiness.”

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