Kingsview Wealth Management Expands Servicing Relationship with Ultimus to Assist in Launch of Four New ETFs

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CINCINNATI, May 21, 2024 (GLOBE NEWSWIRE) — Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is proud to announce that current client Kingsview Wealth Management, LLC (“Kingsview”) once more turned to Ultimus to assist in four new ETF launches. Ultimus first collaborated with Kingsview in March of 2021 to support the launch of the three initial Monarch ETFs. Understanding the need to provide a more expansive product line to investors, Kingsview recently selected Ultimus to assist in launching four additional ETFs, bringing the total number to seven in the fund family.

Ultimus’ customizable operational model, experienced team of ETF industry professionals, and established relationships within the ETF ecosystem enabled Kingsview to provide a wider variety of investment strategies to investors.

Yash Patel, CFA, and Portfolio Manager, appreciates and values Ultimus’ seasoned experience in the ETF landscape. “Operationally, this was a very smooth launch, and I have no doubt that this was due in large part to Ultimus’ highly experienced and skilled team,” said Patel. “They were extremely helpful in the launch of our first round of ETFs back in 2021, which is why we had no hesitation in deciding to work with them in the development of our latest products. We are extremely proud of our newest ETF offerings and look forward to growing our partnership with Ultimus, ultimately enabling us to bring future goals to fruition.”

The Ultimus team thrives on collaborating with investment firms on their specific objectives and prides itself on completing the process thoroughly and efficiently. “For existing clients, Ultimus is exceptional at leveraging the current connectivity and operational workflows to allow ensuing launches to be executed seamlessly,” shares Ultimus EVP and Head of Fund Administration and Product, Kevin Wolf. “Our goal is to facilitate firms’ investment objectives by utilizing our innovative technology and proven operational processes, and we take great satisfaction in supporting a partner with the expansion of their product suite.”

As clients continue to collaborate with Ultimus to achieve their goals, it is a testament to the highly dedicated and experienced team that cares about the success of its clients. Guiding clients through detailed operational processes utilizing Ultimus’ notable comprehensive, customized service model to help them diversify and expand their investment offerings always remains a company-wide priority.

About Ultimus

Ultimus Fund Solutions (Ultimus) is a leading provider of full-service tech-enhanced fund administration, accounting, middle office, and investor solutions to support the servicing of registered funds, alternative investment funds, such as interval and tender offer funds, private funds, and public plans. The company also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus’ service offering comes with a deep commitment to excellence, achieved through continuous investments in both talent and technology, with focus on our consultative approach and boutique service culture.
Headquartered in Cincinnati, Ohio with offices in other major cities such as Denver, New York, and Philadelphia, Ultimus employs more than 1000 seasoned accountants, attorneys, paralegals, application developers, fund administrators, compliance specialists, and many others with years of experience in the financial services industry. Servicing over 1,800 total traditional and alternative funds, Ultimus helps investment managers and fund families flourish in today’s increasingly sophisticated and dynamic investment landscape. For more information, visit www.ultimusfundsolutions.com.

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Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

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