Fund administration
8 August 2022
Champions league
The Drawdown Awards recognise the very best in private equity operations, awarding outstanding service provision and operational leaders.
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
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
27 July 2022
Apex partners with AlphaCentrix
The partnership aims to AlphaCentrix provide data management solutions to clients
27 July 2022
Petra opens London office
Former Riverstone European general counsel and head of ESG, Charlie Chipchase, will lead the fund administrator’s new branch
25 July 2022
CVC sells stake in TMF Group to itself
Abu Dhabi Investment Authority has also taken a significant minority stake
25 July 2022
JTC promotes Mueller to group director
The firm has also made 100 staff promotions across the business
25 July 2022
Profile: Laura Howes, Key Capital Partners
The finance & operations director discusses her move from origination to finance and ops, challenges in her new position, as well as her involvement with the firm’s tech stack
21 July 2022
Outsourcing vs insourcing: is there another way?
Clifford Norton and Gilles Pelosato of AssetMetrix explore the key drivers behind both outsourcing and insourcing, and explain how technology-as-a-service can offer an alternative path.
20 July 2022
Arrow opens Luxembourg office
The new office will provide fund administration services via a local team
14 July 2022
Profile: Bonnie Kraus, Crane Venture Partners
The COO discusses her career path to Crane, what PE could learn from VC as well as what’s in store for the firm in Q1 2023
13 July 2022
Apex acquires Context365
Context365 connects LPs and GPs through its SaaS digital networking and research platform
6 July 2022
Ocorian secures three Irish licences
The fund administrator has received AIFM, fund administration and real asset depositary services licences from the Central Bank of Ireland
6 July 2022
Accelex partners with Universal Investment
The partnership aims to provide clients with advanced data services for alternative investment portfolios
5 July 2022
Apex buys Darwin
The Netherlands-based depositary services provider works with alternative investment funds
20 June 2022
Apex launches portal for credit managers
Credit Data Lens provides real-time loan performance data and P&L calculations
20 June 2022
Aligning ESG efforts with your fund administrator
With LPs increasingly interested in how private equity firms themselves are operating when it comes to ESG, it’s worth thinking about a GP’s own suppliers and third party providers to ensure both parties are aligned.
16 June 2022
Gen II appoints Millner as CEO
Appointment marks a wider reshuffle of the firm’s leadership team
15 June 2022
Apex acquires ZASMalta
ZASMalta provides regulatory compliance and risk management services to 50 clients
10 June 2022
Gen II selects NTT
The partnership aims to accelerate the firm’s digital transformation
9 June 2022
FundRock expands to the Netherlands
The new office in Amsterdam will provide fund distribution services to clients
9 June 2022
Profile: Patrick Camenisch, Evoco Private Equity
The director of finance and operations discusses automating processes, fund administrator challenges, and why Evoco switched fund domicile from Jersey to Luxembourg
6 June 2022
IQ-EQ appoints sustainability manager
Sanaa Hira has joined from GAM Investments to take up the newly-created role
30 May 2022
Fund finance tracker: 2nd edition
The latest instalment of the Fund Finance Tracker found tightening of NAV loan amounts and increased activity for GP facilities
24 May 2022
Crestbridge secures new Bahrain licence
The licence enables Crestbridge to continue its fund administration work in Bahrain following the restructure of its Middle Eastern business
20 May 2022
JTC’s Tracey joins Oak Group
James Tracey will head up the firm’s Guernsey funds business
18 May 2022
Apex acquires Maitland
Maitland provides fund administration, transfer agency and ManCo services to traditional, alternative and mutual funds
17 May 2022
Punt joins JTC
Martin Punt will develop the firm’s PE and VC offering, focusing on its UK and Channel Islands proposition
4 May 2022
Freyda partners with Eze Castle
The partnership aims to improve productivity and transparency of investment data
4 May 2022
Centralis acquires Wheelhouse
The deal marks an exit for previous backers Pelican Capital
3 May 2022
Zedra acquires Atlas Fund Services
The firm also received a minority investment from British Columbia Investment Management Corporation
3 May 2022
Suntera expands to US
Suntera has bought US-based fund administrator Socium Funds Services
3 May 2022
In the dog house
How effective are financial regulators when it comes to keeping private equity in check?
28 April 2022
Hazeltree appoints Amin as president & CEO
He takes over from Doug Haynes who has served as interim CEO of the business since October 2021
27 April 2022
TMF’s Alayarian joins IQ-EQ
Sally Alayarian has joined IQ-EQ as group chief risk officer
25 April 2022
JTC launches virtual chief sustainability officer service
The outsourced offering aims to help clients to understand, definite and implement their own ESG strategy, policies and reporting
20 April 2022
Techwork 2022: Juri Pervjakov, BaltCap
“With increasing workloads, we’ve had to consider the new role of the back office, how to streamline processes and automate workflows"
20 April 2022
JTC appoints first chief sustainability officer
Wendy Holley will continue in her existing role as COO, and will be responsible for developing JTC’s ESG framework
14 April 2022
Unlimited partnership
Over the past year, there has been a surge of partnership agreements between various private equity-focused tech providers. Additionally, these same tech providers have joined forces with a number of service providers. But who is doing what, with who?
14 April 2022
LGL selects Allvue
LGL’s clients will have access to Allvue’s fund account solution and investor portal
13 April 2022
Apex buys FTS
The US business provides tax planning, compliance and structuring to PE and RE funds
12 April 2022
Highvern receives Irish TCSP authorisation
The authorisation enables the fund administrator to provide corporate administration services to section 110 and SPV structures across alternative asset classes
7 April 2022
Techwork 2022: Hind el Gaidi, Astorg
“Our ultimate aim is to capture the full value chain. From fundraising right the way through to exits, we want to ensure we have best of breed systems in place that will help us to ensure every part of the process is going well.”
7 April 2022
Aztec hires head of ESG and sustainability
Caroline Mantoura joins from Accenture, having served as director of operations
1 April 2022
Domicile watch: March 2022
Key takeaways from the major PE domiciles: including the FCA’s PRIIPs regulation, JFSC’s proposal to increase investment business fees and the latest addition to Guernsey’s blacklist
1 April 2022
Real-time data reporting remains a source of friction between LPs and GPs
KKR's Catherine Cutts: "The demand for more granular data versus the ability for GPs to produce that is a source of friction in LP-GP relations"
31 March 2022
Profile: Kristy Trieste, Motive Partners
The CFO & chief compliance officer discusses being a founding partner, plans for the compliance function going forward, as well as how she interacts with IR
30 March 2022
Waystone acquires Centaur
The deal marks an exit for previous investors FTV Capital, which backed Centaur in January 2020
29 March 2022
IQ-EQ creates group head of compliance role
Tasnoova Zaki, who has taken up the newly-created leadership position, joins from Citi, where she was VP, strategic control initiatives, regulation & compliance
28 March 2022
Kroll launches valuation practice in Lux
The new business is headed up by Armand Kantar, who has been with the company since 2019
25 March 2022
Entrilia launches PE & VC operations solutions
Phase one of the launch includes private equity and venture capital fund accounting, investor insights as well as business intelligence solutions
24 March 2022
Hawksford creates M&A director role
Deloitte’s Sowmitra Singh will identify M&A opportunities and work on transactions
24 March 2022
An American tail: service providers go West
For European GPs that want to stick with a familiar European service provider Stateside, we explore which businesses have taken their European operational excellence across the pond
17 March 2022
Vistra receives regulatory approval for India’s GIFT City
According to the firm, it is one of the first global organisations to receive this approval
15 March 2022
Apex acquires Fund Admin Chain
FAC is a distributed ledger-based network for launching, distributing, trading and settling funds