Citco expands into Retail Alternatives Market spearheaded by industry veteran
UAE/New York/London, June 30, 2025 - The Citco group of companies (Citco), the leading asset-servicer to the alternative investment sector, has expanded its Private Markets offering to include services for US SEC registered entities accepting retail investors.
To spearhead this initiative, Citco has appointed industry veteran Chris Shaw to lead the retail alternatives division. With over 30 years’ experience in transfer agency servicing, Shaw will be instrumental in establishing and developing Citco’s offering. Shaw joins from SS&C where he played a key role in the creation of its Retail Alternatives Transfer Agency.
The expansion leverages Citco's robust infrastructure to provide comprehensive services including Fund Accounting and Administration, Loan Servicing, Tax Administration, Financial Reporting, Compliance, and Transfer Agency and Investor Relations.
"We are positioning ourselves to revolutionize how the retail market is serviced," said Claudia Bertolino, Head of Private Markets "With Chris Shaw's leadership, we are confident in our ability to replicate our institutional success in the retail alternatives space while maintaining our commitment to excellence."
Speaking about his appointment, Shaw said: "Citco’s approach integrates back-office operations with client-facing services to deliver a seamless experience. We're building upon the company’s established expertise to create best-in-class solutions that align with evolving market demands and client needs, and I’m thrilled to be part of that journey."
This move comes as the private credit market reaches an estimated US$2 trillion, with investors increasingly embracing semi-liquid evergreen funds to access alternative investments.
The strategic expansion reflects Citco's commitment to innovation and client service excellence in the growing retail alternatives sector. The company will continue to develop its offering to meet clients’ evolving needs, while maintaining the white glove service that Citco is recognized for across the industry.