Fundraising & fund structuring
16 July 2020
AIFMD evaluation: watch this space
The European Commission’s recent evaluation of the directive leaves the industry unsure as to what will happen next
31 July 2020
JFSC to develop shared KYC tool
The shared tool enables users to verify customers’ identities
31 July 2020
Guernsey introduces fund migration regs
The Limited Partnerships (Migration) Regulations 2020 allows limited partnerships to relocate to Guernsey quickly and easily
30 July 2020
RFA launches managed data services
Cloud, cybersecurity and digital transformation specialist RFA has launched its managed data services platform
30 July 2020
ILPA unveils deal-by-deal model LPA
This latest model comes off the back of strong demands for a template to use for a DBD structured agreement
27 July 2020
LIBOR limbo
While it might seem as though there’s plenty of time for managing the transition, if left too late, GPs will have to accept whatever replacement rate they’re given
23 July 2020
Steadying the ship
Can a solid operating platform provide much needed certainty in an increasingly uncertain world?
21 July 2020
Investindustrial secures ESG-linked sub line
Investindustrial’s Fund VII has secured a €600m ESG-linked subscription credit facility
20 July 2020
Domicile watch: July 2020
Key takeaways from the major PE domiciles: including how Luxembourg, Guernsey and Jersey are adjusting their practices as Covid-19 country lockdowns are eased while Cayman highlights a fraudulent due diligence email being circulated
20 July 2020
Jersey expects increased fund migration following new LP rules
The amendment makes it easier for managers to migrate structures from elsewhere in a quick, cost-effective manner.
14 July 2020
DMS Group acquires Oligo
The acquisition enhances DMS’ European product offering to provide Swiss fund services and bespoke solutions to clients
13 July 2020
Hong Kong passes Limited Partnership fund regime
The new bill "makes impressive strides" in attracting investment funds, including private equity and venture capital
13 July 2020
Lobbardi launches Avardi Partners
Lobbardi has announced the launch of a fully independent fund finance advisor Avardi Partners
9 July 2020
LP expert Graye joins forces with qashqade
LP expert and industry advocate Lorelei Graye joins qashqade’s executive advisory
8 July 2020
Jersey seeks feedback on LP continuance fees
The proposed fees will only affect foreign limited partnerships wanting to migrate to Jersey
6 July 2020
Jersey’s PE funds increase by 11%
Latest figures show private equity assets serviced in Jersey increased from £136bn to £150.5bn in Q1 2020
3 July 2020
Jersey increases fund fees
The new rates form part of the regulator’s 2020 business plan
2 July 2020
5 minutes with… Matthew Crisp, Wheelhouse
The CEO of Wheelhouse Advisors discusses the firm’s spinout from ACA Compliance and the key tax, regulatory and compliance developments PE firms need to be aware of
15 June 2020
Guernsey launches fast-track licencing for overseas funds
The regime aims to enable simultaneous consideration of a migration into the Bailiwick of Guernsey and licencing of the manager within a 10-day period
15 June 2020
Comment: Considerations for hiring tax talent
As the importance of having internal tax resources grows, what needs to be considered when hiring this type of talent?
15 June 2020
Domicile watch: June 2020
Key takeaways from the major PE domiciles: including how Luxembourg, Guernsey and Jersey are adjusting their practices as Covid-19 country lockdowns are eased while Cayman highlights a fraudulent due diligence email being circulated
11 June 2020
Comment: A decade of fund finance in Luxembourg
More competition plus an increasingly complex regulatory environment requires greater sophistication and specific LPA provisions, writes Wildgen's Michael Mbayi
8 June 2020
Apex expands Throgmorton in Switzerland
The new office provides accounting and tax compliance services, company secretarial and governance as well as payroll services to businesses operating locally
4 June 2020
It’s never too data
Data is the here and now. So how do you actually use it? What steps can you take today?
1 June 2020
Guernsey launches guidance on green PE principles
The aim is to bring climate risks and resilience into the heart of private equity decision making
29 May 2020
Comment: Liquidity solution
Fund finance provides the solution to today's liquidity needs, writes Bronwen Jones and Leon Stephenson, partners at Reed Smith
21 May 2020
Rising LPA amendments
With most GPs needing greater flexibility and more liquidity, there has been a surge in LPA amendments
18 May 2020
Alabaster joins Ropes & Gray
He joins from Linklaters where he was a partner for six years.
18 May 2020
ODD times
Later stage operational due diligence appears to be pushing through to legals, but more broadly, these exercises will likely be permanently impacted by the crisis
11 May 2020
Domicile watch
A round-up of key takeaways from major PE fund domiciles, including a Jersey Finance survey, ESG and climate change initiatives as well as regulatory updates
1 May 2020
Palatine-backed SMP buys RBC’s corporate services HK
As part of the deal, RBC’s clients and employees of this division will transfer to SMP
1 May 2020
CSC expands fund services into Ireland
The firm was granted a licence to provide its offering there by the Central Bank of Ireland
30 April 2020
More fund finance, secondaries, comms and PR
MJ Hudson's top predictions of trends expected to emerge following the crisis, including new forms of fund finance, recovering secondaries dealflow and better comms
24 April 2020
Q1 2020 NAVs are expected to decrease 9.5%
The survey conducted by Setter Capital also found Q2 2020 NAVs are expected to decrease 12.6%
15 April 2020
Nothing to see here: LP defaults are fake news
Following reports of LP defaults, the Fund Finance Association (FFA) has released a statement on current market activity, as well as best practices.
15 April 2020
Going back to your roots
Inefficient reporting methods continue to vex LPs. It’s time to go back to the source
9 April 2020
Liquidity in lockdown: Lenders
How are GPs working with their lenders to access more liquidity? What can be done if covenant breaches occur?
9 April 2020
LPs unsure what capital is being called for
ILPA members have reported confusion over how GPs are using newly called capital and sub lines.
6 April 2020
The operating committee
A number of large private equity houses are setting up operating committees in response to the major tasks now faced by non-deal team members
30 March 2020
COVID-19: Economic substance adjustments
Could temporary measures drive global consensus on economic substance requirements?
30 March 2020
New powers
The proliferation of fund financing products opens an unexpected path for CFOs to operate in a strategic and value-add manner
30 March 2020
Fund finance to the rescue
CFOs are well aware of the flexibility afforded by fund finance, but in the face of a global pandemic these facilities are proving to be an essential lifeline
25 March 2020
iCapital Network raises $146m
Funding round led by Ping An saw BlackRock take a significant minority stake
20 March 2020
The new PE playbook
McKinsey urges sponsors and their portfolio companies to adjust quickly to the COVID-19 outbreak
16 March 2020
The increasingly public world of private equity
In late January, the IPEM conference in Cannes brought together almost 3,000 delegates, spanning all corners of the industry. The key takeaway was that private equity is an increasingly public affair
16 March 2020
The Profile: Stephen Richmond, CFO Abris Capital
Stephen Richmond tracks his journey from investment director to CFO, and the nuances of operating funds in central and eastern Europe
9 March 2020
Cyprus’ total AUM reaches €6.8bn
The total increased from €5.7bn in 2018 and was dramatically up from €2.9bn in 2017
2 March 2020
Jersey PE and VC funds increase by 19%
These Jersey Finance figures are for the year ended December 2019
26 February 2020
Jersey fund AUM swells by 17%
Fund assets serviced on the island grew to $481.2bn in 2019
20 February 2020
EU blacklists Cayman Islands
Cayman Islands was listed on the Annex II alongside Palau, Panama and the Seychelles as the latest domiciles to not implement tax reforms they had committed to by the agreed deadline
14 February 2020
The Ocado of private equity
AtomInvest’s recent white-labelling of its software could be the much needed investor onboarding remedy the industry is seeking
7 February 2020
Moonfare reaches €250m AUM
Moonfare’s digital platform allows qualified HNWIs to invest in PE vehicles
3 February 2020
The Profile: Diana Meyel, Cipio Partners
Cipio's Meyel discusses the importance of being a strategic operator; why CFOs need to be more visible within their organisations as investors and regulators alike demand stable, robust and predictable platforms
20 January 2020
PE funds most popular product for Guernsey in 2019
Findings come from Monterey Insight’s 25th Guernsey Fund Report, and account for the year to the end of June 2019
20 January 2020
Upside down: an in-depth look at Antler’s model
Antler’s approach to investing turns the traditional VC model on its head, requiring an entirely different approach to operations.
16 January 2020
ODD to boost focus on data compliance
Increased use of large data sets to generate alpha is driving increased operational due diligence in how funds manage information
8 January 2020
Parallel universe: lure of the Cayman-Lux
Ogier partners Joanne Huckle and Anne-Gaëlle Delabye predict a rise in Luxembourg-Cayman parallel fund structures
7 January 2020
Abry Partners backs Options
The investment will support Options' growth via M&A and advancement of its tech offering
6 January 2020
The Profile: Jason Howard, Headway Capital
Headway’s CFO Jason Howard looks back at the important lessons learned throughout his career, which now act as intrinsic guides for his current role, where meeting the needs of clients is key.