Accounting standards
14 March 2024
Profile: Charlie Page, NorthEdge
The CFO sheds light on a succession story, developing a finance team and evolving tech stacks
12 March 2024
Khepri snaps up two
Fund admin concludes two acquisitions in order to enhance its corporate accounting and company secretarial lines
29 February 2024
FCA consults on open investigations
The UK regulator expects to publish more information on ongoing investigations, whether or not any breaches have been made
22 February 2024
Next stop – carried interest
Liquidity event delays are having an effect on waterfall calculation models
20 February 2024
LemonEdge partners with ROYC
The partnership aims to enhance ROYC’s management of closed-, open-ended and hybrid funds
15 February 2024
Profile: Sally Beh, ACE & Company
Shares some key management tips she has adopted after 11 years at the firm
12 February 2024
Qashqade and Entrilia integrate
Qashqade waterfall calculations can run through Entrilia's fund accounting platform
12 February 2024
Carta and Merge combine
The partnership aims to enhance equity management processes
6 February 2024
LeadingMile partners with Qashqade
The partnership aims to increase European GP access to automated waterfall calculations and cap-table monitoring
5 February 2024
Sweet sorrow
The alluring attraction of semi-liquid strategies brings with it a cautionary tale of liquidity (mis)management
2 February 2024
International Valuations Standards updated
The revised version includes ESG valuation considerations in additional chapters on data and inputs and valuation models
30 January 2024
Partners Group appoints CFO
Joris Gröflin joins from Swiss renewable energy producer Axpo Group
30 January 2024
Financial Policy Committee outlines systemic risks in private credit
More regulatory scrutiny is expected to be placed on valuations, risk management, liquidity and leverage mechanisms to monitor systemic risks in private credit
26 January 2024
Invest Europe updates investor reporting guidelines
The guidelines have been updated from 2018 to make reporting on fund and portfolio returns more streamlined
25 January 2024
Profile: Miguel Gutiérrez, Portobello Capital
The deputy COO discusses working life at the Spanish GP, from adopting new technologies to overseeing the Luxembourg office
19 January 2024
All Seas promotes Martina Ross
Ross has been finance and operations manager at the firm since 2019
18 January 2024
Morningstar partners with iCapital
Advisor Workstation will be topped up with access to alternative assets, educational resources, reporting services and portfolio construction support
11 January 2024
Profile: Jesper Frydensberg Rasmussen, Axcel
The CFO discusses the importance of clearly defined roles and how CFOs can support their firm in uncharted economic environments
11 January 2024
Dura acquires Satuit
Satuit Technologies is a cloud-based CRM and investor portal for the asset management industry
4 January 2024
UK regulators consult on the operational resilience of critical third parties
FCA, PRA and Bank of England welcome feedback on the proposed framework deeming certain third-party organisations as ‘critical’, to reduce any associated systemic risks to the financial services industry
4 January 2024
Profile: John Mansvelt, Apheon
CFO and AIFM conducting officer tells the story of his transition from audit to PE, his key governance duties and shaping a new cultural identity
2 January 2024
Operational utopia
If operations professionals made all the decisions, what would the perfect PE firm look like?
21 December 2023
Canoe partners with K1x
Fintech company pushes the boat out with additional tax document automation functionality
28 November 2023
Carbon Accounting Alliance launches
Group of 35 organisations represents emissions of 24,000 companies
24 November 2023
JTC acquires Blackheath
Fund administrator expands its ManCo services for UK-based funds
22 November 2023
Crossbreed funds
How PE is shedding its ‘illiquid’ skin and creating hybrid funds to access the private wealth market
21 November 2023
Hawksford acquires Paradigm
The fund administrator is expanding to the Cayman Islands
13 November 2023
The digital CFO
While most CFOs would protest at the idea of their entire role being outsourced, an example of a plug-in CFO service is the upcoming launch of Corvus Group. Is it time to outsource the CFO entirely?
6 November 2023
Apex acquires Watermark
The fund administrator has infiltrated the Portuguese market
12 October 2023
Middleground appoints head of finance
Partner Cristopher Speight joins from biotech firm Alltech
6 October 2023
Ocorian gets an A-Pass
The acquisition of the corporate administration service provider will strengthen Ocorian’s presence in Asia
28 September 2023
Profile: Melanie Wiese, Deutsche Beteiligungs AG
The CFO and member of the board of management walks us through lessons learned in the course of her career and how her passion for a diverse and collaborative culture translates into practice
21 September 2023
Lionpoint launches treasury practice
Former head of operations at KKR Danny Olds will lead the practice
12 September 2023
Vector updates fund accounting tool
The fund administrator has incorporated a GP and LP portal into Valence
7 September 2023
Valutico partners with Integra International
Tax, audit and accounting association will offer Valutico’s valuation services to its clients
4 September 2023
Column: The valuation conundrum
Malcolm Goddard, COO of Zetland Capital, questions whether the industry built up to assess PE valuations is fit for purpose
13 July 2023
The Drawdown Awards winners: 73 Strings
The Drawdown speaks to Yann Magnan, CEO and co-founder of 73 Strings, winner in the Technology: Innovation category at The Drawdown Awards 2023
4 July 2023
Cypress Growth Capital invests in PFA Solutions
The Dallas-based software and technology focused growth capital investor has invested $2m in the financial industry SaaS solution provider
28 June 2023
ACP opens Luxembourg office
The admin centre will be headed by finance director Iain Smith
9 June 2023
HarbourVest appoints head of fund accounting
Peter Mahoney joins from asset manager Vanguard
8 June 2023
The Drawdown Awards 2023: Winners announced
Congratulations to all of the winners of The Drawdown Awards 2023
2 June 2023
PE firms better at shifting costs of W&I
Some 17% of PE deals saw sellers pay an insurance premium, compared to just 2% in non-PE deals
26 May 2023
Former Sanne execs set up new fund admin business
Ex-Sanne senior leaders have launched Palmer Street, with £8m backing from Marwyn Value Investors
25 May 2023
Bridges promotes seven
Asa David and Nazli Kayalp have been promoted to fund director and fund manager, respectively, and Iveta Grazule is promoted to legal associate
15 May 2023
Harbourvest appoints head of client operations
Javier Rodriguez will manage the integration of the firm’s client experience, investment accounting, treasury, portfolio analytics and performance measurement teams
4 May 2023
The challengers
Charting the rise of the new fund admin kids on the block, looking to break the mould
19 April 2023
Bloomberg partners with Burgiss
Partnership intended to provide custom reporting and increased comparability of funds
11 April 2023
Finding the breach
Compliance and financial statements constitute most commonly breached warranties on operational M&A deals
22 March 2023
GoldenSource launches investment book of record
The additional functionality was created in partnership with MAIA Technology
1 March 2023
Formidium launches Razor State Consulting
The launch aims to support fund managers with accounting and operational solutions
28 February 2023
Altum appoints group chair
Baroness Helena Morrissey has campaigned for diversity and inclusion throughout her career
23 January 2023
Core opens for business
The company offers a range of fund administration services for GPs based in Guernsey