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Fund administration

Crestbridge secures Luxembourg depositary licence

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

GoldenSource launches investment book of record

The additional functionality was created in partnership with MAIA Technology

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

Apex creates global head of valuation role

Anthony Alfonso joins from accountancy and advisory firm BDO

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

Formidium launches fund admin platform

Tool aims to streamline fund administration process for small-, mid- and large-cap firms

Aztec sets up shop in Ireland

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

Belasko appoints client services director

Tom Lambrechts will lead the Guernsey funds team

PE playing catchup when streamlining operational processes

Intertrust’s new research highlights GPs’ desire to combat operational weaknesses amid changing LP demands

5 minutes with… Steven Petersen, co-founder of Stavtar Solutions

The Drawdown gets to grips with the ‘universe of software solutions’ Stavtar offers to complex businesses

Formidium launches Razor State Consulting

The launch aims to support fund managers with accounting and operational solutions

Altum appoints group chair

Baroness Helena Morrissey has campaigned for diversity and inclusion throughout her career

Apex launches ESG database

Data-as-a-service tool should enable clients to benchmark ESG metrics against peers

Waystone eyes Link Funds acquisition

Companies in exclusive negotiations amid Woodford suspension

PEARonline launches placement agent directory

Service provider aims to assist GPs with finding suitable placement agents for their funds

VC cap table complexity

For late-stage venture investors, creating and maintaining cap tables to ascertain a true understanding of what the fund ownership is, is a major challenge

Juniper Square secures $133m

Partnership services provider aims to build upon its investor portal

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

Canoe sets sail with $25m investment

Fintech aims to further European expansion

Ocorian appoints head of global funds

Peter Corry joins after three years at IQ-EQ

IQ-EQ appoints head of risk and compliance

Philip Hanssens joins the company after five years at Fidelity

Ultimus appoints president of Ultimus LeverPoint

James Cass will lead the private fund administration division

Standish launches depositary services in Luxembourg

Fund administrator aims to round out regulatory and administrative offering

The conversation: True outsourcing?

At a recent Breakfast Briefing event held in London, a panel of experts discussed the realities of co-sourcing, and asked if the approach really can allow CFOs to control their data

Aztec Group appoints CEO

Kathryn Purves to assume CEO role as Edward Moore, founder of Aztec Group, becomes chair of the group board

Core opens for business

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

Apex acquires Bank of America’s Irish fund depositary services

Acquisition should see Apex deepen its independent depositary services offering

Tackling tokenisation

As GP appetite for tokenisation increases, concerns around liquidity, security and regulation need demystifying

Venn enhances portfolio analytics platform

The platform’s interpolation functionality uses a public market proxy to deliver an approximated daily return stream for the private market

Talos partners with Formidium

The partnership combines fund administration services with digital asset trading strategies

‘CFOs are embracing their role as strategic leaders’

Key takeaways from EY’s 10th annual Global Private Equity Survey

Apex acquires Luxembourg’s ALFI Partners

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

KBRA reports relative resilience for 2023

Rating agency highlights stability in the private equity and credit sectors

Apex acquires Pacific Fund Systems

Acquisition will see Apex act as single-source provider for new and existing PFS clients

Apex, Mosaic and Aon launch fund insurance product

Partnership aims to provide directors and officers insurance, factoring ESG credentials into the risk assessment

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

Neutral horizons

Invesco’s 2023 Investment Outlook predicts a neutral valuations environment for the year ahead, despite tricky market conditions

MUFG IS appoints head of fund finance for APAC

Citi’s Fi Dinh joins the firm to lead its expanding offering in the region

Centerbridge appoints operations director for Europe

Russell Proffitt-Perchard was previously executive vice-president for real assets at Citco

5 minutes with… David Genn, CEO of Goji

We spoke to the CEO of Goji to find out how they are using digitisation to open up investor access to private equity funds

Vector launches fund accounting tool

The cloud-based platform will include an investor portal, along with portfolio monitoring and reporting capabilities

A piece of the pie

As the alternative assets sector becomes more attractive for DC pension schemes, fund managers are tasked with scaling up to accommodate liquidity management

IPEV publishes updated guidelines

The latest version includes updates reflecting the impact of distressed market conditions

Apex expands in the Nordics

Formerly at Nordic Trustee, Felix Edgren will head up the company’s offering

Cascata launches waterfall tool

The tool should allow fund administrators to share their waterfall/carry calculations with clients and auditors more easily

SS&C acquires CFO Fund Services

Acquisition will see SS&C expand its venture capital and family office services

Centralis launches AML service

Gary McLean will lead the firm’s new offering

Regulation is biggest challenge in 2023

Other primary concerns for fund managers include inflation, operational risks and cybersecurity

Diligend partners with Intelligo

The partnership aims to improve due diligence with platform, Clarity

Oak Group makes two appointments

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

Investing in new tech is major challenge for GPs

According to a new report from Aztec, 83% of alternative investors are struggling with bringing new technologies into their firms

Valuations decrease predicted for Q4

Macroeconomic instability causes valuation concerns for GPs and LPs as Q4 year-end reporting approaches

Juniper Square launches fund administrator alliance programme

Programme aims to modernise fund administration and expand access to tech

A&M appoints managing director

Chris Lanman joins the professional services firm from KPMG

Aztec Group hires non-executive director

New York-based Eric Bernstein has joined the fund administrator’s board