Fund administration
25 November 2022
Oak Group makes two appointments
Oak has hired Belinda Ridout as director of client accounting and Hannah Crocker as company secretary
23 November 2022
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
22 November 2022
Valuations decrease predicted for Q4
Macroeconomic instability causes valuation concerns for GPs and LPs as Q4 year-end reporting approaches
18 November 2022
Juniper Square launches fund administrator alliance programme
Programme aims to modernise fund administration and expand access to tech
18 November 2022
A&M appoints managing director
Chris Lanman joins the professional services firm from KPMG
11 November 2022
Aztec Group hires non-executive director
New York-based Eric Bernstein has joined the fund administrator’s board
9 November 2022
GenTwo partners with Apex’s EDB
The partnership aims to facilitate banking services for institutional investors
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
Reed Smith hires partner from Kirkland & Ellis
Romin Dabir joins the firm’s Financial Industry Group
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
2 November 2022
Highvern expands to Cayman Islands
Highvern’s acquisition of Genesis provides an opportunity for further expansion overseas
2 November 2022
Synthesis Capital CFO departs
Former CFO / COO Simon Bliss has joined Aztec Group as a director, while Matt Gill steps into the role of director for finance and operations at Synthesis.
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?
27 October 2022
Comment: Co-sourcing
Kimberly Kale, head of operations for the PE Back Office at Allvue Systems explains how GPs can have their data and their fund administrators too, without complicating their data flows
20 October 2022
Link Fund and EFA expand partnership
EFA to provide middle office services for asset managers
19 October 2022
Centaur expands to Philippines
SVP Francois Myburgh, SVP Raymond Esquivel and VP Apple Sebastian head up the new office in Manila
18 October 2022
Apex partners with eFront
Partnership aims to create ESG benchmarking metrics for the private markets
17 October 2022
Caceis to acquire RBC’s asset servicing arm
The deal is expected to complete by the end of Q3 2023
14 October 2022
Alter Domus expands to Italy
Christian Iuliano has been appointed country executive, to head up the new office in Milan
11 October 2022
TrustQuay launches fund administration platform
The cloud-based end-to-end tool aimed at supporting alternative fund services providers
3 October 2022
Gen II names COO and CCO
Nikolaos Perros joins as COO; Ishita Shah appointed chief commercial officer
28 September 2022
Aztec launches streamlined onboarding solution
Aztec Verify automates the due diligence process while ensuring regulatory compliance
27 September 2022
Crestbridge appoints head of Southampton office
David Bridger joins from Aztec to oversee operations
21 September 2022
Apex launches impact investing solution
The tool should enable investors and companies to demonstrate measurable positive impacts
20 September 2022
Tenzing backs Altum
The deal for the fund administration business is the sixth from Tenzing’s £400m Fund II
20 September 2022
Citco names Bertolino head of PE and PC
Bertolino is charged with boosting operational efficiencies and enacting the firm’s plans of digitising its client experience
19 September 2022
In conversation: Power to the LP
Highlights from a recent roundtable event examining the growing influence of investors in private equity fund management
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
13 September 2022
SS&C combines fund administration and servicing business
Bhagesh Malde will lead the newly combined business, which will continue to operate as SS&C GlobeOp
13 September 2022
Apex makes two acquisitions in New Zealand
The fund administrator has bought IIS and InvestNow
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
Universal Investment secures investment from CPP
Existing investor Montagu has partnered with CPP to support the fund administrator’s expansion
8 September 2022
Broadridge’s PE platform open for US funds
Private Market Hub is powered by distributed ledger technology
7 September 2022
Apex partners with Iveniam
Partnership sees Apex expand its offering to include valuation-as-a-service
7 September 2022
DC Advisory launches GP secondaries offering
The firm has appointed Michael Wieczorek as managing director
5 September 2022
Apex appoints India country head
Akshay Thakurdesai joins the firm from BNP Paribas where he was head of securities services India
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?
1 September 2022
Apex acquires Mainspring
The acquisition sees all 70 Mainspring employees across two UK offices and £9.7bn in AUA move to Apex
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
31 August 2022
TDA 2022: CFO of the Year: Rebecca Noyes, Alderwood
We explore the Noyes' rapid development, including her focus and impact which the judges described as beyond that of a traditional CFO
23 August 2022
Private funds failing to provide climate data
Hymans Robertson says private market managers’ TCFD reporting standards are inadequate
23 August 2022
Hazeltree secures $14m investment
The funding round was led by FINTOP capital, whose co-founder and managing partner Rick Kushel will sit on Hazeltree’s board, joined by Hamilton Lane.
17 August 2022
Gen II launches digital fund subscription solution
The new digital offering intends to automate and streamline fund subscriptions
17 August 2022
Maples launches ESG fund services solutions
They aim to support fund managers and institutional investors with ESG and impact investing credentials
17 August 2022
PE firms under pressure to outsource
There has been a significant increase in enquiries from PE firms looking to outsource since last year, Ocorian reports
15 August 2022
Apex names Zamal as compliance executive
Aneeqa Zamal joins the firm from the FCA where she was an associate
11 August 2022
Apex Group expands Global Compliance Solutions to Singapore
It aims to address local clients’ risks and concerns around ESG, sustainability, AML, digital assets and fintech
10 August 2022
Data analytics should be top priority for service providers
EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements
9 August 2022
JTC launches Irish fund administration services
The launch comes after the fund administrator received regulatory approval from the Central Bank of Ireland
8 August 2022
TDA 2022 Fund Administration: Under $50bn (Total AUM) winner: Highvern
The team discuss its key differentiator and talent management, which impressed the judges
8 August 2022
TDA 2022: Double win for Alter Domus
The firm won the Fund Administration: ManCo Services and Fund Administration: Over $50bn (Total AUM) awards
8 August 2022
Apex rolls out EDB digital banking platform
Clients can open multi-currency accounts and manage day-to-day transactions through automated market money sweeps from a single dashboard
8 August 2022
Champions league
The Drawdown Awards recognise the very best in private equity operations, awarding outstanding service provision and operational leaders.
5 August 2022
TDA 2022 Fund Administration: Technology & Innovation winner: The Citco Group of Companies
Jay Peller, head of Citco Fund services details what he describes as the "Citco Way", which enables the team to maintain strong, long-term client relationships
4 August 2022
Apex completes Sanne acquisition
Completion of the takeover comes almost exactly one year after Sanne agreed to the £1.5bn deal
27 July 2022
NAV Fund Administration expands to Mauritius
The firm received a management licence from the Mauritius Financial Services Commission to operate as a managed corporate service provider