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Fund docs

Crestbridge secures Luxembourg depositary licence

The licence will add to the firm’s Luxembourg fund administration licence

GoldenSource launches investment book of record

The additional functionality was created in partnership with MAIA Technology

TMF Group acquires PartnersAdmin

Fund admin aims to expand presence in North America

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

CSSF updates SFDR FAQ

Luxembourg regulator adds three new questions to help clarify SFDR

Profile: Fabio Ranghino, Ambienta

Fabio Ranghino, head of sustainability, shares his thoughts on how financial value can be aligned with impact investing

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

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

ESLitiGation

As regulators gear up for ESG enforcement action, private litigation is revving its engines, ready to hit the streets

Eurazeo partners with Moonfare

Eurazeo aims to use Moonfare’s digital platform to expand fund distribution to wealth managers across Europe

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

LPs recalibrating risk appetite

Adams Street Partners’ 2023 Global Investor Survey highlights increasing LP scrutiny and an increased demand for private credit opportunities

Belasko appoints client services director

Tom Lambrechts will lead the Guernsey funds team

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

Next level

As the game gets harder, fund finance needs to level up

Morgan Lewis opens second Germany office

The office will be launched by three partners – Florian Harder, Florian Ziegler and Jann Jetter

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

Rise of the robot lawyer

Robin AI secures $10.5m and partners with Anthropic to develop legal chatbot capabilities

FCA addresses sustainability regulations ‘alphabet soup’

Regulator requests feedback on sustainability-related governance to help reform industry obligations

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

Katten launches ESG risk and investigations practice

India D Williams joins firm as practice co-chair with partner Johnjerica Hodge

AMF calls for more stringent SFDR regulations

French financial watchdog proposes the introduction of minimal environmental requirements

Juniper Square secures $133m

Partnership services provider aims to build upon its investor portal

Canoe sets sail with $25m investment

Fintech aims to further European expansion

France - Layers and labels

The regulator requires additional disclosures not required by other Member States

Sun, sea and… startups!

The Spanish Startup Act aims to boost growth in the startup ecosystem with enticing tax relief for GPs

Hamilton Lane tokenises another fund

The firm has partnered once again with Securitize to offer another tokenised fund

Astorg promotes ESG director to partner

Viviana Occhionorelli is responsible for Astorg’s ESG programme

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

Citco partners with Fenergo

Citco to integrate Fenergo’s client lifecycle management platform

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

Core opens for business

The company offers a range of fund administration services for GPs based in Guernsey

Tackling tokenisation

As GP appetite for tokenisation increases, concerns around liquidity, security and regulation need demystifying

IDR launches next-generation fund subscription

The service aims to provide a smooth fund subscription service that easily connects GPs and LPs

KBRA reports relative resilience for 2023

Rating agency highlights stability in the private equity and credit sectors

Capital-raising punishment: Painful process

A sleek and streamlined onboarding process is vital to make sure hard-won commitments aren’t scared off

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?

Highvern Ireland to offer fund administration services

The Central Bank of Ireland has granted the firm regulatory approval for fund administration services

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

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.

Pinsent’s Bowen joins K&L to launch Dublin office

Gayle Bowen is joined by Shane Geraghty and Michelle Lloyd as founding partners

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

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

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

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

Dealbreaker: ESG standards

To retain investors, a high standard for ESG-related disclosure is becoming crucial

Goji partners with Apex

The partnership aims to streamline onboarding, KYC & AML and digital subscriptions

Exclusion exemption

FCA clarifies which investors are exempt from Consumer Duty in latest quarterly consultation paper

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

Managers downgrading SFDR fund labels

Continued tightening of the SFDR has seen several funds move from Article 9 to Article 8

Asante expands to Munich

George Lyons will serve as director of the Munich office

Oak Group makes two appointments

Oak has hired Belinda Ridout as director of client accounting and Hannah Crocker as company secretary

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

CSC finalises Intertrust acquisition

CSC first bid for Intertrust in December 2021

Ontra acquires Captain

Acquisition will see Ontra build on its digital fund lifecycle management solution

IDR launches MLRO offering

The money laundering reporting service covers several fund jurisdictions, including Cayman Islands, Luxembourg, Guernsey, Jersey and the UK

Diversity becomes key metric in fundraising

LPs are increasingly factoring DEI into their capital allocations, says McKinsey

Comment: Negotiating GP stakes deals in uncertain times

Lawyers from Cleary Gottlieb say careful negotiation of key terms will be more important than ever

IPEV board opens consultation

GP feedback requested on the association’s latest draft amendments to valuation guidelines

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