Fund administration
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
14 March 2022
Gen II acquires Update Capital
The platform provides an automated, cloud-based solution for real estate managers
9 March 2022
SS&C launches AI fund admin platform
GoCentral uses AI and BPR to optimise front, middle and back office services
9 March 2022
Ocorian adopts eFront Invest suite
Ocorain currently uses eFront for its central administration and transfer agency support
8 March 2022
Sanne’s McFadden joins Centaur
Kevin McFadden will lead a team responsible for maintaining relationships with investors and analysts
3 March 2022
HSBC launches digital administration platform
The platform provides GPs and LPs with digital workflow and reporting solutions
3 March 2022
Oakbridge Funds merges with ED Capital
Both Oakbridge and ED Capital are owned by Jersey-based ED Group
3 March 2022
Former Alter Domus CEO joins Goji
Aidan Connolly has been appointed as an independent non-exec director of the company
1 March 2022
Domicile watch: February 2022
Key takeaways from the major PE domiciles: including JFSC’s late fees for registry submissions, Guernsey’s new chair for its Green Finance strategy and Ireland’s Green Pledge launch
28 February 2022
Profile: Richard Drover, Apis Partners
The CFO discusses his responsibilities outside the finance function, his 100-day plan of action to improve and enhance Apis' processes as well as the challenges of joining a new firm
25 February 2022
Finance function seeks tech talent
Intertrust’s latest survey found most CFOs expect to hire professionals with this skill set over the next three years
24 February 2022
Comment: The impact of new long-term vehicles with large liquid allocations
Ed Lee, partner at Proskauer, explores the advantages of adopting an evergreen model, as well as the challenges and questions they present
23 February 2022
CFOs: cost and resource constraints prevent ESG integration
Intertrust’s latest survey found this to be the biggest obstacle CFOs face when integrating ESG into their investment processes
21 February 2022
JFSC’s Sharples joins Crestbridge
Ellie Sharples is responsible for monitoring operational performance and management of all regulatory and compliance matters
18 February 2022
Excel still considered top tool for portfolio monitoring
Acuity Knowledge Partners also found iLevel and eFront are the go-to third party tools for a quarter of the PE and VC market
14 February 2022
5 minutes with… Mark Coppin, Standish Management UK
“It’s not just about having a relationship manager, it’s about knowing the intricacies of each other's preferences, styles and ways of working, to get the best experience and standard of service possible.”
14 February 2022
Operational Lens: Pantheon Secondary Opportunities Fund (PSOF)
With a total AUM of $52.3bn, Pantheon is a machine when it comes to fundraising. We take a look at the $624m PSOF, to discover how the pros get the job done.
10 February 2022
Apex buys BEST
The business, which expands Apex’s presence in India, provides fund services for PE, FoFs, hedge funds, managed accounts and mutual funds
10 February 2022
Blow it all up and start again
Could the rise of 'corporation zero' - designing a fund's operations from scratch - be the remedy to private equity's tricky tech upgrade?
8 February 2022
AssetMetrix expands to London
Clifford Norton joins from Allvue Systems to head up business development across the UK & Ireland
25 January 2022
Waystone buys KB Associates
The deal follows the $1.3bn acquisition of Waystone by Montagu and Hg
24 January 2022
Domicile watch: January 2022
Key takeaways from the major PE domiciles: including the FCA's approach to EU firms temporary UK operations, Central Bank of Ireland's outsourcing guidance, Jersey fee changes and The Bahamas removal from the EU's blacklist
24 January 2022
Grant Thornton’s Lambert joins Crestbridge
Martin Lambert will focus on leading the development of the firm’s corporate and capital markets services
24 January 2022
Montagu and Hg acquire Waystone
$1.3bn deal provides exiting investor MML Capital with an 11x return
20 January 2022
IQ-EQ launches hybrid funds service
The new service aims to tackle the challenges of hybrid funds from an administrative perspective
18 January 2022
Apex expands to New Zealand
The fund administrator has acquired Auckland-based investment administrator MMC
17 January 2022
IQ-EQ receives €1.3bn
Investment made via creation of continuation fund by sponsor Astorg
17 January 2022
Suntera acquires Nedgroup Trust
Nedgroup Trust provides fiduciary services to HNWIs, ultra-HNWIs, family offices and owner-managed businesses
13 January 2022
Highvern buys Noble Trust Company
The independent boutique trust company provides wealth management solutions and multi-family office services
13 January 2022
Profile: James Yates, IK Partners
The CFO & managing partner discusses how the firm has professionalised and institutionalised its processes, his thoughts on Luxembourg as a domicile as well as his hopes for IK's operational functions in the future
11 January 2022
IQ-EQ partners with DealCloud
DealCloud’s CRM system will enable IQ-EQ to enhance the firm’s client relationship management
10 January 2022
Operational forecast for 2022
We take a look at Alpha FMC’s predictions for PE operations this year, as well as individual forecasts for CFOs, COOs, CTOs, CDOs and heads of compliance