Fund administration

22 March 2023
Crestbridge secures Luxembourg depositary licence
The licence will add to the firm’s Luxembourg fund administration licence

22 March 2023
GoldenSource launches investment book of record
The additional functionality was created in partnership with MAIA Technology


21 March 2023
Belasko appoints Jersey client services director
Scott Nelson joins from Fairway Group

20 March 2023
Apex creates global head of valuation role
Anthony Alfonso joins from accountancy and advisory firm BDO

16 March 2023
Khepri launched via MBO of MJ Hudson UK unit
Will Roxburgh and Mike Booth have led the buyout of MJ Hudson’s UK regulatory and fund management business


15 March 2023
Formidium launches fund admin platform
Tool aims to streamline fund administration process for small-, mid- and large-cap firms

14 March 2023
Aztec sets up shop in Ireland
Kevin Hogan to lead a local team of 30 servicing private equity, real assets and private debt

7 March 2023
Belasko appoints client services director
Tom Lambrechts will lead the Guernsey funds team

6 March 2023
PE playing catchup when streamlining operational processes
Intertrust’s new research highlights GPs’ desire to combat operational weaknesses amid changing LP demands

2 March 2023
5 minutes with… Steven Petersen, co-founder of Stavtar Solutions
The Drawdown gets to grips with the ‘universe of software solutions’ Stavtar offers to complex businesses

1 March 2023
Formidium launches Razor State Consulting
The launch aims to support fund managers with accounting and operational solutions

28 February 2023
Altum appoints group chair
Baroness Helena Morrissey has campaigned for diversity and inclusion throughout her career

27 February 2023
Apex launches ESG database
Data-as-a-service tool should enable clients to benchmark ESG metrics against peers

23 February 2023
Waystone eyes Link Funds acquisition
Companies in exclusive negotiations amid Woodford suspension

23 February 2023
PEARonline launches placement agent directory
Service provider aims to assist GPs with finding suitable placement agents for their funds

20 February 2023
VC cap table complexity
For late-stage venture investors, creating and maintaining cap tables to ascertain a true understanding of what the fund ownership is, is a major challenge

15 February 2023
Juniper Square secures $133m
Partnership services provider aims to build upon its investor portal

15 February 2023
Apex promotes Read to country head for Jersey
Alice Read joined the company in 2021 as commercial director


13 February 2023
Crestbridge appoints head of compliance for fund services
Luxembourg-based Teodora Croitoru joins after a year at Apex Group



8 February 2023
IQ-EQ appoints head of risk and compliance
Philip Hanssens joins the company after five years at Fidelity

2 February 2023
Ultimus appoints president of Ultimus LeverPoint
James Cass will lead the private fund administration division

1 February 2023
Standish launches depositary services in Luxembourg
Fund administrator aims to round out regulatory and administrative offering

30 January 2023
The conversation: True outsourcing?
At a recent Breakfast Briefing event held in London, a panel of experts discussed the realities of co-sourcing, and asked if the approach really can allow CFOs to control their data

23 January 2023
Aztec Group appoints CEO
Kathryn Purves to assume CEO role as Edward Moore, founder of Aztec Group, becomes chair of the group board

23 January 2023
Core opens for business
The company offers a range of fund administration services for GPs based in Guernsey

23 January 2023
Apex acquires Bank of America’s Irish fund depositary services
Acquisition should see Apex deepen its independent depositary services offering

23 January 2023
Tackling tokenisation
As GP appetite for tokenisation increases, concerns around liquidity, security and regulation need demystifying

19 January 2023
Venn enhances portfolio analytics platform
The platform’s interpolation functionality uses a public market proxy to deliver an approximated daily return stream for the private market

19 January 2023
Talos partners with Formidium
The partnership combines fund administration services with digital asset trading strategies

18 January 2023
‘CFOs are embracing their role as strategic leaders’
Key takeaways from EY’s 10th annual Global Private Equity Survey

17 January 2023
Apex acquires Luxembourg’s ALFI Partners
The acquisition aims to deliver a cross-border fund-distribution solution

12 January 2023
KBRA reports relative resilience for 2023
Rating agency highlights stability in the private equity and credit sectors

11 January 2023
Apex acquires Pacific Fund Systems
Acquisition will see Apex act as single-source provider for new and existing PFS clients

10 January 2023
Apex, Mosaic and Aon launch fund insurance product
Partnership aims to provide directors and officers insurance, factoring ESG credentials into the risk assessment

9 January 2023
Highvern Ireland to offer fund administration services
The Central Bank of Ireland has granted the firm regulatory approval for fund administration services

9 January 2023
RedeWire portal to tackle restrictive marketing rules
Built against a backdrop of complex marketing regulations and tough fundraising conditions, Rede’s new LP portal gathers new fund offerings in one place

6 January 2023
Neutral horizons
Invesco’s 2023 Investment Outlook predicts a neutral valuations environment for the year ahead, despite tricky market conditions

4 January 2023
MUFG IS appoints head of fund finance for APAC
Citi’s Fi Dinh joins the firm to lead its expanding offering in the region

4 January 2023
Centerbridge appoints operations director for Europe
Russell Proffitt-Perchard was previously executive vice-president for real assets at Citco

3 January 2023
5 minutes with… David Genn, CEO of Goji
We spoke to the CEO of Goji to find out how they are using digitisation to open up investor access to private equity funds

19 December 2022
Vector launches fund accounting tool
The cloud-based platform will include an investor portal, along with portfolio monitoring and reporting capabilities

15 December 2022
A piece of the pie
As the alternative assets sector becomes more attractive for DC pension schemes, fund managers are tasked with scaling up to accommodate liquidity management

14 December 2022
IPEV publishes updated guidelines
The latest version includes updates reflecting the impact of distressed market conditions

12 December 2022
Apex expands in the Nordics
Formerly at Nordic Trustee, Felix Edgren will head up the company’s offering

8 December 2022
Cascata launches waterfall tool
The tool should allow fund administrators to share their waterfall/carry calculations with clients and auditors more easily

6 December 2022
SS&C acquires CFO Fund Services
Acquisition will see SS&C expand its venture capital and family office services


30 November 2022
Regulation is biggest challenge in 2023
Other primary concerns for fund managers include inflation, operational risks and cybersecurity

30 November 2022
Diligend partners with Intelligo
The partnership aims to improve due diligence with platform, Clarity

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