Fund docs
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
The real retail deal?
We speak to Michel Degosciu, managing director and co-founder of LPX AG, to understand the index he has created, which enables everyday individuals to invest in private markets
17 March 2023
CSSF updates SFDR FAQ
Luxembourg regulator adds three new questions to help clarify SFDR
16 March 2023
Profile: Fabio Ranghino, Ambienta
Fabio Ranghino, head of sustainability, shares his thoughts on how financial value can be aligned with impact investing
15 March 2023
Less black and white
GP/LP relationships are becoming increasingly nuanced, with management fee rates more dependent on strategy, increased organisational expenses and a decline in no-cause removal clauses
14 March 2023
Onwards and upwards
We spoke to John Stake, managing director at Hamilton Lane, to discuss the latest findings and predictions in the firm’s 2023 Market Overview
13 March 2023
ESLitiGation
As regulators gear up for ESG enforcement action, private litigation is revving its engines, ready to hit the streets
10 March 2023
Eurazeo partners with Moonfare
Eurazeo aims to use Moonfare’s digital platform to expand fund distribution to wealth managers across Europe
9 March 2023
Column: In defence of SFDR
Dörte Höppner, chief sustainability officer at The Riverside Company, urges the industry to embrace rules designed to combat greenwashing and encourage ESG investment
7 March 2023
LPs recalibrating risk appetite
Adams Street Partners’ 2023 Global Investor Survey highlights increasing LP scrutiny and an increased demand for private credit opportunities
7 March 2023
Belasko appoints client services director
Tom Lambrechts will lead the Guernsey funds team
6 March 2023
Déja vu?
Collateralised fund obligations (CFOs) have been lauded as a vital route for insurance firms to play in the fund finance space - but their future, especially in Europe, is uncertain
3 March 2023
Morgan Lewis opens second Germany office
The office will be launched by three partners – Florian Harder, Florian Ziegler and Jann Jetter
3 March 2023
ELTIF: second time’s the charm
Possibility to set up master feeders and fund-of-funds structures could open up retail investment for small and mid-cap firms
27 February 2023
Rise of the robot lawyer
Robin AI secures $10.5m and partners with Anthropic to develop legal chatbot capabilities
20 February 2023
FCA addresses sustainability regulations ‘alphabet soup’
Regulator requests feedback on sustainability-related governance to help reform industry obligations
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
17 February 2023
Katten launches ESG risk and investigations practice
India D Williams joins firm as practice co-chair with partner Johnjerica Hodge
15 February 2023
AMF calls for more stringent SFDR regulations
French financial watchdog proposes the introduction of minimal environmental requirements
15 February 2023
Juniper Square secures $133m
Partnership services provider aims to build upon its investor portal
8 February 2023
France - Layers and labels
The regulator requires additional disclosures not required by other Member States
3 February 2023
Sun, sea and… startups!
The Spanish Startup Act aims to boost growth in the startup ecosystem with enticing tax relief for GPs
1 February 2023
Hamilton Lane tokenises another fund
The firm has partnered once again with Securitize to offer another tokenised fund
31 January 2023
Astorg promotes ESG director to partner
Viviana Occhionorelli is responsible for Astorg’s ESG programme
27 January 2023
Top of the chain
With the Consumer Duty expected to come into effect on 31 July 2023, the responsibility to comply will apply to the entire supply chain, including fund managers
27 January 2023
Citco partners with Fenergo
Citco to integrate Fenergo’s client lifecycle management platform
24 January 2023
Simpson Thacher appoints financial regulatory lawyer
Stephanie Biggs joins from Travers Smith to co-lead the firm’s European financial services and funds regulatory team
23 January 2023
Core opens for business
The company offers a range of fund administration services for GPs based in Guernsey
23 January 2023
Tackling tokenisation
As GP appetite for tokenisation increases, concerns around liquidity, security and regulation need demystifying
17 January 2023
IDR launches next-generation fund subscription
The service aims to provide a smooth fund subscription service that easily connects GPs and LPs
12 January 2023
KBRA reports relative resilience for 2023
Rating agency highlights stability in the private equity and credit sectors
12 January 2023
Capital-raising punishment: Painful process
A sleek and streamlined onboarding process is vital to make sure hard-won commitments aren’t scared off
11 January 2023
Capital-raising punishment: Laborious letters
An increasingly complex regulatory environment and investor sophistication have resulted in longer side letters. With the rock to be pushed up the hill of compliance getting larger, how can GPs ensure it stays at the top?
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
9 January 2023
Capital raising punishment: Marketing madness
Compliance and legal obligations for raising a fund have been building steadily in recent years. But given the sudden tightening of the fundraising market, the myriad rules managers must navigate have made capital raising a punishingly cruel exercise.
5 January 2023
Pinsent’s Bowen joins K&L to launch Dublin office
Gayle Bowen is joined by Shane Geraghty and Michelle Lloyd as founding partners
5 January 2023
Column: Smooth operator
In a challenging fundraising environment, operational leaders must ensure the machine room is running smoothly, writes Dörte Höppner, chief sustainability officer at The Riverside Company
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
3 January 2023
Comment: Why the DPI performance metric is so important to investors today
ECI’s Jeremy Lytle urges private equity firms to use appropriate performance metrics as macroeconomic turbulence attracts greater investor scrutiny
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
12 December 2022
Dealbreaker: ESG standards
To retain investors, a high standard for ESG-related disclosure is becoming crucial
7 December 2022
Goji partners with Apex
The partnership aims to streamline onboarding, KYC & AML and digital subscriptions
6 December 2022
Exclusion exemption
FCA clarifies which investors are exempt from Consumer Duty in latest quarterly consultation paper
5 December 2022
Comment: Known or knowable? It depends
Nic Müller, CEO of Avega Capital Management, looks at a recent clarification to the IPEV guidelines, and hopes greater harmonisation is coming
5 December 2022
Managers downgrading SFDR fund labels
Continued tightening of the SFDR has seen several funds move from Article 9 to Article 8
25 November 2022
Oak Group makes two appointments
Oak has hired Belinda Ridout as director of client accounting and Hannah Crocker as company secretary
24 November 2022
In conversation: Stake house
Highlights from a recent roundtable discussing the evolution of GP stake sales and what value they can bring to private equity firms
7 November 2022
Ontra acquires Captain
Acquisition will see Ontra build on its digital fund lifecycle management solution
3 November 2022
IDR launches MLRO offering
The money laundering reporting service covers several fund jurisdictions, including Cayman Islands, Luxembourg, Guernsey, Jersey and the UK
3 November 2022
Diversity becomes key metric in fundraising
LPs are increasingly factoring DEI into their capital allocations, says McKinsey
31 October 2022
Comment: Negotiating GP stakes deals in uncertain times
Lawyers from Cleary Gottlieb say careful negotiation of key terms will be more important than ever
27 October 2022
IPEV board opens consultation
GP feedback requested on the association’s latest draft amendments to valuation guidelines
27 October 2022
FCA takes stance on greenwashing
Our in-depth analysis of the regulator’s consultation paper unveils increasing complexity of fund categorisation and disclosures coming to private equity