HGO is a UK based Company that has recently listed on Euronext Growth Paris following a successful private placement offering.

HGO is a new client for Equity Trustees, a 132-year-old Australian trustee business now providing independent fund governance services in both Ireland and the UK.

HGO stems from Hamilton Ventures, a Merchant Banking boutique founded by Sir Peter Edward Middleton and Gustavo Perrotta in 2009 in response to valuation-driven growth capital opportunities post the financial crisis.

“We’re delighted to have been chosen by Hamilton Global Opportunities PLC and partner with them on the development of this exciting offering,” said Kevin Lavery, CEO, Equity Trustees Fund Services (Ireland).

“Equity Trustees continues to grow its presence in Europe through its UCITS and AIFMD offering, allowing clients to focus on their core skillsets”.

HGO will invest in sustainable opportunities arising from direct access into growth stage companies in Tech, Fintech and Medtech with a primary focus on Silicon Valley and Israel.

“Equity Trustees have demonstrated a true partnership approach throughout the process. Their support, flexibility, knowledge and experience simplified the process and enabled us to focus on developing the strategy and interacting with our shareholders”, said Gustavo Perrotta, CEO and Founder, Hamilton Global Opportunities PLC.

“Equity Trustees is the leading provider of trustee and fund governance services in Australia with funds under administration and management of more than AUD $100b, acting as fiduciary for nearly 300 funds and 100 investment managers,” said Harvey Kalman, Managing Director UK and Europe & Global Head of Business Development Fund Services, Equity Trustees.

“Our European offices are continuing to strengthen by providing our clients with a trusted partner in both the UK and Ireland,” concluded Mr Kalman.

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The Fund was launched on the Equity Trustees’ Irish domiciled UCITS ‘Gateway’ platform and is now open to investors.

Gate Capital is a new client for Equity Trustees, a 132-year-old Australian trustee business now providing independent fund governance services in both the UK and Ireland.

The Written Fund (a covered option writing fund), aims to achieve medium to long-term capital appreciation by investing in equities and pursuing an active Equity Option writing strategy.

“We’re pleased to have been chosen by Gate Capital to partner with them on the development of this exciting fund offering,” said Kevin Lavery, CEO, Equity Trustees Fund Services (Ireland).

“Our UCITS Gateway Platform continues to be a popular choice for Asset Managers looking for a turn-key solution to launching UCITS funds in Europe.”

FCA regulated Gate Capital Group provides a range of tailored investment strategies to investors seeking better risk-managed net returns through a combination of Equities, Bonds, Futures, Options and Alternative assets, to secure capital and seek above average returns.

“Equity Trustees have shown a true partnership approach throughout the launch project. Their commitment, knowledge and experience simplified the process and enabled us to focus on developing the strategy and interacting with our investors,” said Justin Jenk, Director, Gate Capital Group.

“Equity Trustees is the leading provider of trustee and fund governance services in Australia with funds under administration and management of more than AUD $100b, acting as fiduciary for nearly 300 funds and 100 investment managers,” said Harvey Kalman, Managing Director UK and Europe & Global Head of Business Development Fund Services, Equity Trustees.

“Our European offices are continuing to strengthen by providing our clients with a trusted partner in both the UK and Ireland,” concluded Mr Kalman.

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“The Fund Services division of our business has built a market leading proposition over two decades in independent fund governance,” said Harvey Kalman, Head of Global Fund Services at Equity Trustees.

“It’s critical in maintaining our reputation for independent expertise and client service to appoint experienced members of staff that can continue to allow us to provide a market leading service to our clients and the investors in the funds for which we are responsible,” he said.

The appointees will report to Kevin Lavery, CEO (Ireland) and Chief Operating Officer (UK & Europe) of Equity Trustees Fund Services. They are:

Ronan Walsh, Investment & Portfolio Risk (Dublin)

With 20 years’ experience spanning Australia and Europe, Ronan joins the team to head up our Independent Investment and Portfolio Risk oversight function.  With a proven track record in all areas of investments including fund risk, strategic asset allocation, asset management, portfolio construction, governance and foreign exchange markets. He has previously held roles including CIO at Crescent Wealth, GM of Investments at REST Industry Super, as well as roles with VicSuper, Russell Investments, Citigroup Global markets, MLC Investment Management and Lend Lease Investment Management.

James Ellison, Head of Operations (London)

James was formerly the Head of Fund Accounting Oversight at BMO Global Asset Management (EMEA) where he was responsible for more than 20 fund structures incorporating 175 sub-funds across UK, Luxembourg, Ireland, Cayman and Guernsey and AUM of around €40bn. Previously he held roles as fund controller at JP Morgan Asset Management and Goldman Sachs.

David Ryan, Investment Oversight Manager (Dublin)

David joins Equity Trustees after three years with global custodian, fund administrator and asset servicing provider Société Générale Securities Services. Prior to that, David worked at leading asset servicing providers CACEIS and International Financial Data Services.

“Our newest team members each bring significant expertise to our European business,” said Mr Lavery. “They each have exceptional backgrounds having in worked with major global asset managers and service providers and bring a deep understanding of the regulatory and operational environments from around the globe. We welcome them to Equity Trustees and congratulate them on their appointments.”

Equity Trustees Fund Services provides independent fund governance, risk and compliance, product development and regulatory reporting services to investment managers, from locations in Melbourne, Sydney, London and most recently Dublin. From our London and Dublin bases, the company provides a comprehensive range of UCITS Management Company and Alternative Investment Fund Manager (AIFM) services to domestic and international Investment managers.

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