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Domiciles

State of substance

How are GPs giving their firms the necessary mass to operate in Luxembourg?

Deep dive on Alpha’s fund finance solution

Following the recent announcement of Alpha Group’s new fund finance solution, we sit down with Sam Marsh, MD institutional, and Adam Heaysman, who is heading up the new offering, to find out more

Suntera acquires Carey

Acquisition is a bid to broaden Suntera’s services offering and bolster the company’s fund admin capabilities

Indos Financial appoints CEO

Abi Holland is promoted to CEO from head of client relationship management

A&M’s Taxand team makes senior hire

Rhys Owen joins Alvarez & Marsal’s fund taxation practice from EY

Jersey widens AML/CFT scope

Jersey private entities with a local administrator no longer exempt from regime

Growing pains

The fund administration sector is in a state of flux as it journeys towards professionalisation. Key challenges around consolidation, integration, talent and tech all need to be addressed to find a level of sustainability

TMF acquires Goodbody

Company aims to deepen its footprint in Ireland

IDR appoints three

Management team now includes Karen Bee as senior delivery manager for operations, Jason Green as CTO, and Dan Loughney as finance director

Crestbridge secures Luxembourg depositary licence

The licence will add to the firm’s Luxembourg fund administration licence

TMF Group acquires PartnersAdmin

Fund admin aims to expand presence in North America

Belasko appoints Jersey client services director

Scott Nelson joins from Fairway Group

CSSF updates SFDR FAQ

Luxembourg regulator adds three new questions to help clarify SFDR

Khepri launched via MBO of MJ Hudson UK unit

Will Roxburgh and Mike Booth have led the buyout of MJ Hudson’s UK regulatory and fund management business

Apex acquires Efficient Group

Apex aims to expand its footprint in South Africa

Aztec sets up shop in Ireland

Kevin Hogan to lead a local team of 30 servicing private equity, real assets and private debt

Eurazeo partners with Moonfare

Eurazeo aims to use Moonfare’s digital platform to expand fund distribution to wealth managers across Europe

Belasko appoints client services director

Tom Lambrechts will lead the Guernsey funds team

Déja vu?

Collateralised fund obligations (CFOs) have been lauded as a vital route for insurance firms to play in the fund finance space - but their future, especially in Europe, is uncertain

Morgan Lewis opens second Germany office

The office will be launched by three partners – Florian Harder, Florian Ziegler and Jann Jetter

5 minutes with… José Zudaire, managing director of SpainCap

We spoke to the managing director of Spain’s PE and venture capital association SpainCap, to understand its key aims for 2023

AMF calls for more stringent SFDR regulations

French financial watchdog proposes the introduction of minimal environmental requirements

Apex promotes Read to country head for Jersey

Alice Read joined the company in 2021 as commercial director

Jersey launches LLC vehicle

Delaware-inspired product aims to attract US investors

Crestbridge appoints head of compliance for fund services

Luxembourg-based Teodora Croitoru joins after a year at Apex Group

UK - Same same but different

The UK's similarly named SDR is akin to the EU's SFDR, but it's best to contrast rather than compare

Germany - Wait and see

The regulator’s focus on Article 8 funds and failure to address real concerns leaves the industry frozen

Ireland - Our survey says…

The regulator has taken a pragmatic, survey-informed approach

SFDRRRGGHHH!!!

European member states are interpreting and applying incoming esg disclosure rules differently, creating even more confusion and frustration for managers

Sun, sea and… startups!

The Spanish Startup Act aims to boost growth in the startup ecosystem with enticing tax relief for GPs

Core opens for business

The company offers a range of fund administration services for GPs based in Guernsey

Apex acquires Luxembourg’s ALFI Partners

The acquisition aims to deliver a cross-border fund-distribution solution

Regulatory roadmap 2023

ESG is set to be the biggest bump in the regulatory roadmap for 2023, along with AIFMD and AML reforms in tow

Highvern Ireland to offer fund administration services

The Central Bank of Ireland has granted the firm regulatory approval for fund administration services

RedeWire portal to tackle restrictive marketing rules

Built against a backdrop of complex marketing regulations and tough fundraising conditions, Rede’s new LP portal gathers new fund offerings in one place

Capital raising punishment: Marketing madness

Compliance and legal obligations for raising a fund have been building steadily in recent years. But given the sudden tightening of the fundraising market, the myriad rules managers must navigate have made capital raising a punishingly cruel exercise.

Pinsent’s Bowen joins K&L to launch Dublin office

Gayle Bowen is joined by Shane Geraghty and Michelle Lloyd as founding partners

Edinburgh reforms cement UK financial divergence

The Chancellor of the Exchequer revealed more than 30 regulatory reforms to the UK financial industry to drive competitiveness and growth

Comment: Known or knowable? It depends

Nic Müller, CEO of Avega Capital Management, looks at a recent clarification to the IPEV guidelines, and hopes greater harmonisation is coming

Asante expands to Munich

George Lyons will serve as director of the Munich office

Oak Group makes two appointments

Oak has hired Belinda Ridout as director of client accounting and Hannah Crocker as company secretary

In conversation: Stake house

Highlights from a recent roundtable discussing the evolution of GP stake sales and what value they can bring to private equity firms

Fast Funds

Fund managers are increasingly turning to Jersey due to the speed, flexibility and efficiencies offered by its fund structures

“QAHC, QAHC!”

The Qualifying Asset Holding Company regime is set to close the gap between the UK and other fund domiciles

Ireland makes tax changes

The Finance Bill 2022 introduces amendments around reporting, VAT treatment and enforcement for alternative asset managers

Looking back to look forward

By looking back at how and where the international funds industry has evolved, we can better understand how the sector might develop in the future, argues Elliot Refson, head of funds at Jersey Finance

Preferred, professional, pragmatic

Pierre Weimerskirch, regional head, Luxembourg at Apex Group, discusses the emergent opportunities facing Europe’s largest centre for domiciled funds

Hot contest

The race to be private equity’s domicile of choice is speeding up, but which jurisdiction is really gaining ground?

Hamilton Lane to offer tokenization

Partnership with Securitize will digitally expand investor access to its funds via new tokenized feeder funds

Comment: The Mother of Invention

James Wood, investment funds partner at Hogan Lovells in Sydney, explores fund structuring innovations throughout the APAC region

US managers look at Jersey for structured finance

Jersey Finance estimates more than 110 securitization structures were registered during the first half of 2022

Profile: Kerrie Chung, Welkin Capital Management

The finance director discusses the firm’s setup when she joined, differences between fund administration for Cayman funds and local RMB funds, as well as Welkin’s tech stack

Apex acquires Prometa

Prometa provides fund services to clients in Canada, the US and Bermuda

IQ-EQ acquires JGM

US-based JGM provides middle and back office services to private equity and real estate firms

Broadridge’s PE platform open for US funds

Private Market Hub is powered by distributed ledger technology

Profile: Kenta Shima, J-STAR

The head of operations & IR discusses the Japanese private equity market, challenges within his role, J-STAR’s tech stack and setting up the firm’s latest fund

Daring to be different

Having enjoyed several years of stellar growth, have Asian fund managers done enough to ensure their firms are operating in a robust enough manner to weather the gathering global macroeconomic storm?

Legal lowdown: Michael Halford, Goodwin

The partner, co-chair of global private investment funds discusses recent client challenges, thoughts on the FCA’s new AR rules and what he makes of PE’s reputation

TDA 2022 Legal: Fund Formation winner: Travers Smith

Sam Kay, funds partner at Travers Smith describes what's enabled the firm to have such a deep understanding of the market

TDA 2022 Advisory/Consultancy: Fundraising winner: Asante Capital Group

The placement agent's team explains how they support each and every project to ensure their clients are successful