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Fund administration

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

Citco opens Abu Dhabi HQ

The firm has also partnered with ADGM to create a sustainable, fully-integrated ecosystem for the investment management industry

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

Alter Domus buys Strata Fund Solutions

Strata provides fund administration services to US private equity and venture capital funds

Backstop’s Watson joins Mainspring

Norman Watson, previously head of EMEA account management at Backstop Solutions, has joined fund administrator Mainspring

The ESG tech wave

From static and infrequent DDQs to real-time, performance linked, fully integrated improvements; ESG is fast-becoming a tech play

LPs want better ESG reporting

LPs are seeking more granular detail when it comes to ESG reporting, according to Intertrust Group

Imperium Funds appoints client services director

Andy Hatton joins Barry McClay, Gary Mauger and Charlotte Parr as part of the senior management team

IQ-EQ acquires Constellation

The deal brings IQ-EQ's US headcount to 320 people

Link Group purchases Casa4Funds

Casa4Funds has been backed by Banor Capital since 2014

Alter Domus buys IPS Fund Services

Boston-based IPS has $9bn of PE and VC assets under administration

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

MJ Hudson buys PERACS

PERACS serves institutional investors and alternative asset fund managers

Former SS&C ALPs execs launch TrustServe

The new fund administrator aims to challenge the sector by taking advantage of new technology.

Crestbridge acquires Ovation

New Jersey-based Ovation was founded four years ago

Class of 2020

A cross-section of industry practitioners share their greatest lessons of this year

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

Sanne acquires PEA

PEA specialises in boutique fund admin and depositary services to alternative fund structures

Harmonate partners with JTC

The partnership enables faster, accurate extraction of financial data for institutional fund and private wealth clients

Finch Capital backs ScalingFunds

The fresh capital will be used to build out the institutional business development team

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

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'

Throgmorton launches CFO & COO Solutions

Throgmorton has launched an outsourced service for the CFO and COO function.

Sanne promotes Toorawa to Mauritius country head

She takes over from Peter Nagle, who has held the position since 2018

Vistra’s Langelaar joins Aztec

He has also been appointed managing director of the firm’s Netherlands office

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

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

Alter Domus opens Cayman office

The firm has appointed David Boyd as Cayman country executive

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

Apex secures preferred equity from Carlyle

Apex plans to use the capital to support its growth and acquisition activities

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

4Pines selects Allvue

Allvue’s cloud-based platform enables 4Pines clients to streamline and manage their fund accounting

No place like home: finding the right fund domicile

Predictability, reliability and quality are key components, according to our expert panel

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

Crestbridge names head of AML

Lee Sabiston is responsible for the development and promotion of Crestbridge’s AML strategy and framework

Hg, General Atlantic back Gen II

General Atlantic and Hg have invested in Gen II Fund Services, alongside minority investor IHS Markit.

Aztec promotes five

The firm enhanced its private equity leadership team across its Jersey, Guernsey and Luxembourg offices

U.S. Bank launches alts fund services in Luxembourg

The office will provide fund administration, depositary and banking services to funds in Luxembourg

TMF Group hires Intertrust’s de Lange

He will focus on servicing global engagements for large fund clients

Intertrust’s Davies joins Crestbridge

Davies will work with clients to increase their use of Crestbridge’s private equity platform

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

Intertrust launches Ironstone Directors

The boutique service provider offers independent directorship services and governance solutions to fund managers

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

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

Mainstream promotes two

Barbara Purcell and Angela Nightingale are CEOs of Mainstream Fund Services Ireland and Cayman, respectively

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

WATCH: No place like home: finding the right fund domicile

Predictability, reliability and quality are key components, according to our expert panel

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

TMF Group acquires Selectra

Selectra is a regulated independent ManCo based in Luxembourg

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

Ocorian acquires Newgate Compliance

The deal furthers Ocorian's service offering to asset managers operating in the regulated UK market.

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

The ID Register spins out of Apex

Initially backed by Ipes, the Guernsey-based business is a clearinghouse for KYC and investor onboarding

Centaur creates group CFO role

Louise Lawlor from Key Capital, where she was associate director of corporate finance

Apex expands to Middle East

The firm has acquired UAE-based compliance and risk advisory firm Praesidium Advisory

EDB receives FCA approval

The authorisation follows last year’s approvals from regulators in Malta and Ireland

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

Murano launches consultancy division

Murano Consulting offers competitor analysis, investment strategy audits and other bespoke client services

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

Crestbridge appoints BD associate director

Bird is responsible for growth, client acquisition and business development, focusing on mid-cap PE and VC firms