MUFG Investor Services launches professional services group

MUFG Investor Services US, the asset servicing arm of mega-bank Mitsubishi UFJ Financial Group, has launched a professional services group to provide insights and technical expertise to private-markets managers.

The professional services group was created to help private equity and real estate clients “address the multifaceted risks, challenges and opportunities they are facing today,” the firm said.

The new group’s core service areas include technology selection, data management and management reporting services.

The firm hired Ana Saer, who most recently served as senior director of business transformation at Allvue Systems, to lead the new group.

MUFG also hired an M&A expert and a project management expert for the group. At the end of 2023, Jeannine Greene, a program management director transferred to professional services as a director. Most recently, the firm hired Jade Lim as a director of business transformation and finance.

Scott Ramsey, managing director at MUFG Investor Services US, said the firm plans to hire “additional business and technology consultants, data analysts, Excel gurus and report specialists.”

The firm said the professional services group will provide a blend of industry-based strategic insights and hands-on technical expertise to private market managers seeking to transform their operations and outperform in an increasingly complex landscape. The group will work alongside the broader MUFG Investor Services US team to help clients redesign their internal processes, select and implement new technology and optimize their workflows.

Ramsey said MUFG has offered professional services for several years, mainly serving the fund and portfolio administration space.

“There is a vast industry experience within our client services team which has been extremely valuable to clients exploring new horizons for their business. The evolution of our services as their trusted partner has naturally brought us to a more consultative role. Having a dedicated professional services business allows us to dedicate staff to provide the consultative support to our clients, independently of other services and at the time it is needed,” he said.