Domiciles
5 June 2023
State of substance
How are GPs giving their firms the necessary mass to operate in Luxembourg?
25 May 2023
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
16 May 2023
Suntera acquires Carey
Acquisition is a bid to broaden Suntera’s services offering and bolster the company’s fund admin capabilities
10 May 2023
Indos Financial appoints CEO
Abi Holland is promoted to CEO from head of client relationship management
5 May 2023
A&M’s Taxand team makes senior hire
Rhys Owen joins Alvarez & Marsal’s fund taxation practice from EY
3 May 2023
Jersey widens AML/CFT scope
Jersey private entities with a local administrator no longer exempt from regime
2 May 2023
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
28 March 2023
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
22 March 2023
Crestbridge secures Luxembourg depositary licence
The licence will add to the firm’s Luxembourg fund administration licence
21 March 2023
Belasko appoints Jersey client services director
Scott Nelson joins from Fairway Group
17 March 2023
CSSF updates SFDR FAQ
Luxembourg regulator adds three new questions to help clarify SFDR
16 March 2023
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
14 March 2023
Aztec sets up shop in Ireland
Kevin Hogan to lead a local team of 30 servicing private equity, real assets and private debt
10 March 2023
Eurazeo partners with Moonfare
Eurazeo aims to use Moonfare’s digital platform to expand fund distribution to wealth managers across Europe
7 March 2023
Belasko appoints client services director
Tom Lambrechts will lead the Guernsey funds team
6 March 2023
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
3 March 2023
Morgan Lewis opens second Germany office
The office will be launched by three partners – Florian Harder, Florian Ziegler and Jann Jetter
17 February 2023
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
15 February 2023
AMF calls for more stringent SFDR regulations
French financial watchdog proposes the introduction of minimal environmental requirements
15 February 2023
Apex promotes Read to country head for Jersey
Alice Read joined the company in 2021 as commercial director
13 February 2023
Crestbridge appoints head of compliance for fund services
Luxembourg-based Teodora Croitoru joins after a year at Apex Group
10 February 2023
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
9 February 2023
Germany - Wait and see
The regulator’s focus on Article 8 funds and failure to address real concerns leaves the industry frozen
7 February 2023
Ireland - Our survey says…
The regulator has taken a pragmatic, survey-informed approach
6 February 2023
SFDRRRGGHHH!!!
European member states are interpreting and applying incoming esg disclosure rules differently, creating even more confusion and frustration for managers
3 February 2023
Sun, sea and… startups!
The Spanish Startup Act aims to boost growth in the startup ecosystem with enticing tax relief for GPs
23 January 2023
Core opens for business
The company offers a range of fund administration services for GPs based in Guernsey
17 January 2023
Apex acquires Luxembourg’s ALFI Partners
The acquisition aims to deliver a cross-border fund-distribution solution
9 January 2023
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
9 January 2023
Highvern Ireland to offer fund administration services
The Central Bank of Ireland has granted the firm regulatory approval for fund administration services
9 January 2023
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
9 January 2023
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.
5 January 2023
Pinsent’s Bowen joins K&L to launch Dublin office
Gayle Bowen is joined by Shane Geraghty and Michelle Lloyd as founding partners
12 December 2022
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
5 December 2022
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
25 November 2022
Oak Group makes two appointments
Oak has hired Belinda Ridout as director of client accounting and Hannah Crocker as company secretary
24 November 2022
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
21 November 2022
Fast Funds
Fund managers are increasingly turning to Jersey due to the speed, flexibility and efficiencies offered by its fund structures
8 November 2022
“QAHC, QAHC!”
The Qualifying Asset Holding Company regime is set to close the gap between the UK and other fund domiciles
8 November 2022
Ireland makes tax changes
The Finance Bill 2022 introduces amendments around reporting, VAT treatment and enforcement for alternative asset managers
7 November 2022
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
7 November 2022
Preferred, professional, pragmatic
Pierre Weimerskirch, regional head, Luxembourg at Apex Group, discusses the emergent opportunities facing Europe’s largest centre for domiciled funds
31 October 2022
Hot contest
The race to be private equity’s domicile of choice is speeding up, but which jurisdiction is really gaining ground?
6 October 2022
Hamilton Lane to offer tokenization
Partnership with Securitize will digitally expand investor access to its funds via new tokenized feeder funds
26 September 2022
Comment: The Mother of Invention
James Wood, investment funds partner at Hogan Lovells in Sydney, explores fund structuring innovations throughout the APAC region
21 September 2022
US managers look at Jersey for structured finance
Jersey Finance estimates more than 110 securitization structures were registered during the first half of 2022
15 September 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
9 September 2022
Apex acquires Prometa
Prometa provides fund services to clients in Canada, the US and Bermuda
8 September 2022
IQ-EQ acquires JGM
US-based JGM provides middle and back office services to private equity and real estate firms
8 September 2022
Broadridge’s PE platform open for US funds
Private Market Hub is powered by distributed ledger technology
8 September 2022
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
5 September 2022
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?
31 August 2022
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
19 August 2022
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
9 August 2022
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