Fund administration
18 January 2021
Apex launches tool for ESG regs
Invest Check is a tool to help financial services firms collect data to report and comply with upcoming ESG rules
17 January 2021
Citco opens Abu Dhabi HQ
The firm has also partnered with ADGM to create a sustainable, fully-integrated ecosystem for the investment management industry
14 January 2021
Crestbridge makes three Jersey appointments
Alex Di Santo is group head of PE, Michael Johnson is now group head of institutional services, while Tim Ridgway Is a director in the governance services team
13 January 2021
Alter Domus buys Strata Fund Solutions
Strata provides fund administration services to US private equity and venture capital funds
11 January 2021
Backstop’s Watson joins Mainspring
Norman Watson, previously head of EMEA account management at Backstop Solutions, has joined fund administrator Mainspring
11 January 2021
The ESG tech wave
From static and infrequent DDQs to real-time, performance linked, fully integrated improvements; ESG is fast-becoming a tech play
8 January 2021
LPs want better ESG reporting
LPs are seeking more granular detail when it comes to ESG reporting, according to Intertrust Group
7 January 2021
Imperium Funds appoints client services director
Andy Hatton joins Barry McClay, Gary Mauger and Charlotte Parr as part of the senior management team
5 January 2021
Link Group purchases Casa4Funds
Casa4Funds has been backed by Banor Capital since 2014
5 January 2021
Alter Domus buys IPS Fund Services
Boston-based IPS has $9bn of PE and VC assets under administration
4 January 2021
Apex acquires GFin
As part of the deal, GFin’s 130 staff will join Apex and the firm’s management team will maintain leadership roles within Apex Mauritius and globally
4 January 2021
MJ Hudson buys PERACS
PERACS serves institutional investors and alternative asset fund managers
15 December 2020
Former SS&C ALPs execs launch TrustServe
The new fund administrator aims to challenge the sector by taking advantage of new technology.
14 December 2020
Class of 2020
A cross-section of industry practitioners share their greatest lessons of this year
10 December 2020
Alter Domus promotes Houghton to COO
Houghton will oversee the firm’s operations across all products and services as it continues to expand across the US and EMEA
8 December 2020
Sanne acquires PEA
PEA specialises in boutique fund admin and depositary services to alternative fund structures
4 December 2020
Harmonate partners with JTC
The partnership enables faster, accurate extraction of financial data for institutional fund and private wealth clients
3 December 2020
Finch Capital backs ScalingFunds
The fresh capital will be used to build out the institutional business development team
2 December 2020
Aztec names CFO
Katie Thorpe will lead the finance, compliance, legal and risk teams, as well as help the firm to enhance its client experience as it grows
1 December 2020
Lamping launches Reframe
The new advisor aims to help managers 'set a clear strategic direction and grow their business, from whatever position they’re currently in'
30 November 2020
Throgmorton launches CFO & COO Solutions
Throgmorton has launched an outsourced service for the CFO and COO function.
27 November 2020
Sanne promotes Toorawa to Mauritius country head
She takes over from Peter Nagle, who has held the position since 2018
27 November 2020
Vistra’s Langelaar joins Aztec
He has also been appointed managing director of the firm’s Netherlands office
26 November 2020
Technology… and how it’s shaping the operating models of tomorrow
The pandemic has been a catalyst for digital transformation, but there are major challenges still to face
25 November 2020
Three Hills’ Moretti launches Atypical Partner
The platform aims to support and connect financial entrepreneurs with investors, while providing infrastructure for their strategies and allowing them to retain control of their brand
19 November 2020
Alter Domus opens Cayman office
The firm has appointed David Boyd as Cayman country executive
18 November 2020
WATCH: The productivity puzzle: maintaining motivation and collaboration
Watch our recent webinar, exploring where private equity needs to go next when it comes to their technology infrastructure
18 November 2020
Apex secures preferred equity from Carlyle
Apex plans to use the capital to support its growth and acquisition activities
18 November 2020
Apex partners with RepRisk
The partnership enables Apex’s clients to access RepRisk analytics reports and case data on private companies via Apex’s ESG rating and advisory portal
18 November 2020
4Pines selects Allvue
Allvue’s cloud-based platform enables 4Pines clients to streamline and manage their fund accounting
16 November 2020
No place like home: finding the right fund domicile
Predictability, reliability and quality are key components, according to our expert panel
10 November 2020
VP Fund Solutions names new CEO
Torsten Ries takes over from Eduard von Kymmel, who is stepping down from the role at the end of 2020
9 November 2020
Crestbridge names head of AML
Lee Sabiston is responsible for the development and promotion of Crestbridge’s AML strategy and framework
6 November 2020
Hg, General Atlantic back Gen II
General Atlantic and Hg have invested in Gen II Fund Services, alongside minority investor IHS Markit.
6 November 2020
Aztec promotes five
The firm enhanced its private equity leadership team across its Jersey, Guernsey and Luxembourg offices
3 November 2020
U.S. Bank launches alts fund services in Luxembourg
The office will provide fund administration, depositary and banking services to funds in Luxembourg
2 November 2020
TMF Group hires Intertrust’s de Lange
He will focus on servicing global engagements for large fund clients
30 October 2020
Intertrust’s Davies joins Crestbridge
Davies will work with clients to increase their use of Crestbridge’s private equity platform
28 October 2020
Apex acquires Brazilian administrator
Banco Modal’s MAF claims to be one Brazil's largest alternative fund admins, with nearly BRL70bn of assets under administration and custody
26 October 2020
Intertrust launches Ironstone Directors
The boutique service provider offers independent directorship services and governance solutions to fund managers
20 October 2020
WATCH: Technology…and how it’s shaping the operating models of tomorrow
The pandemic has been a catalyst for digital transformation, but there are major challenges still to face
15 October 2020
Apex purchases FundRock
FundRock is an independent UCITS ManCo and AIFM and claims to be the largest third-party manager of UCITS funds in Luxembourg
14 October 2020
Mainstream promotes two
Barbara Purcell and Angela Nightingale are CEOs of Mainstream Fund Services Ireland and Cayman, respectively
14 October 2020
MJ Hudson buys Bridge Group
The fund admin offers regs compliance, domiciliation and risk services as well as super ManCo services to UCITS and AIFMs
13 October 2020
WATCH: No place like home: finding the right fund domicile
Predictability, reliability and quality are key components, according to our expert panel
12 October 2020
Ocorian’s Layzell joins The ID Register as chair
He will help to guide and nurture the business as it invests strongly in tech, regs, international expansion and in its alliance relationships
2 October 2020
TMF Group acquires Selectra
Selectra is a regulated independent ManCo based in Luxembourg
2 October 2020
Throgmorton expands into Australia
The firm now offers is its tax compliance, accounting, HR, payroll and company secretarial services in Australia via offices in Sydney and Melbourne
28 September 2020
Ocorian acquires Newgate Compliance
The deal furthers Ocorian's service offering to asset managers operating in the regulated UK market.
28 September 2020
Take back control
In a bid for more control, GPs have been asking fund administrators to work on their own systems, rather than the administrator's
28 September 2020
The ID Register spins out of Apex
Initially backed by Ipes, the Guernsey-based business is a clearinghouse for KYC and investor onboarding
23 September 2020
Centaur creates group CFO role
Louise Lawlor from Key Capital, where she was associate director of corporate finance
22 September 2020
Apex expands to Middle East
The firm has acquired UAE-based compliance and risk advisory firm Praesidium Advisory
17 September 2020
EDB receives FCA approval
The authorisation follows last year’s approvals from regulators in Malta and Ireland
17 September 2020
5 minutes with… Nick Bland, Ocorian
The head of UK client services discusses his move from Deutsche Bank to Ocorian and his thoughts on the fund administration consolidation trend
17 September 2020
Murano launches consultancy division
Murano Consulting offers competitor analysis, investment strategy audits and other bespoke client services
14 September 2020
Sanne names global head of private debt
Keith Miller is responsible for providing guidance and support in building the private debt and loan agency product offering
10 September 2020
Crestbridge appoints BD associate director
Bird is responsible for growth, client acquisition and business development, focusing on mid-cap PE and VC firms