Outsourcing
18 March 2024
5 minutes with… Will Roxburgh, Khepri
The managing partner talks MJ Hudson management buyout origins, the market consolidation in fund administration and its consequences for the rise of boutique firms
18 March 2024
Exchangelodge receives investment from Innovation Works
Fresh funds to broaden existing offering and accelerate global market penetration
15 March 2024
RobinAI integrates Claude 3
The AI legal chatbot has partnered with Anthropic since 2022
14 March 2024
Hazeltree adds remote access to treasury platform
Other product updates include the addition of a mobile transaction approver application
14 March 2024
White & Case appoints funds partner
Formerly at Ropes & Gray, Lavanya Raghavan to join the firm and reunite with former colleague Emily Brown
13 March 2024
Rede Partners appoints head of strategic capital advisory
Riccardo Villa will lead the advisory’s alternative liquidity solutions services
12 March 2024
European Commission rejects ESMA’s ELTIF 2.0 draft RTS
Liquidity mechanisms have been revised to make it easier to set up evergreen funds and to better attract individual investors to private markets, but the proposals still divide the investment community
12 March 2024
Khepri snaps up two
Fund admin concludes two acquisitions in order to enhance its corporate accounting and company secretarial lines
12 March 2024
Apex appoints head of financial crime
Mark Le Page joins the fund admin from EY where he was extended assurance director
11 March 2024
SimCorp and State Street expand partnership in Germany
Collaboration to support State Street’s accounting, fund admin and data processing services in the local market
8 March 2024
Socium Fund Services partners with GRMA
Regulatory reporting software to be incorporated into US fund administrator’s compliance reporting platform
7 March 2024
FCA increases AML oversight
Recipients of the regulator’s recent Dear CEO letter have six months to perform a gap analysis
6 March 2024
Kirkland appoints ESG partner
Rebecca Perlman joins after a 12-year tenure at Herbert Smith Freehills
5 March 2024
Cinven invests in Alter Domus
GP to acquire half of the founders’ and Permira’s stakes in the fund admin; aims to grow company in key markets and customer verticals
4 March 2024
Taylor Wessing appoints fund formation partner
Shervin Shameli was formerly co-head of Reed Smith’s private funds formation group
4 March 2024
Kroll launches two fraud solution tools
Risk Analytics Monitor and Managed Compliance Software use data analytics and AI technology to help automate risk management workflows
4 March 2024
Investec expands GP advisory practice
Asante Capital’s Oliver Altendorf, Harbourvest’s Christoph Schwarz and Credit Suisse’s Emilia Korobowicz join advisory lead Stefano Manna
1 March 2024
Amicorp FS launches LP onboarding platform
The cloud-based system AMI-GO enhances the document verification process
1 March 2024
Bischoff succeeds Peel as head of finance at Travers Smith
Charles Bischoff (left) has been a partner since 2012; Peel (right) to remain at the firm and continue to ‘play a significant role’ in the practice
29 February 2024
5 minutes with… Joanne McEnteggart, IQ-EQ
The global head of debt, capital markets and corporate at IQ-EQ talks about private debt challenges, prioritising talent and Ireland’s prospects as a fund domicile
29 February 2024
Tyrannosaurus Regs?
How are global regulators scrutinising AML procedures and is that oversight increasing?
26 February 2024
ELTIF 2.0 – A case study
How Moonfare provides liquidity to its investors via an auction process instead of redemptions
26 February 2024
ACE Alternatives adopts Tactyc
Partnership offers fund and portfolio modelling without Excel spreadsheets
26 February 2024
Alter Domus forms herd with T-Rex
Partnership to automate EU regulatory reporting for US-based credit firms
26 February 2024
Economic symptoms of longevity
Addleshaw Goddard’s latest Funds Trends Report showcases the effects of longer fundraising and investing periods on the economics of the GP-LP relationship
22 February 2024
Comment: What you need to know about ELTIF 2.0
Karma Samdup and Vicki Odette, partners at Haynes & Boone, examine how ELTIF 2.0 aims to unlock private market access for retail investors
22 February 2024
Lantern appoints inaugural CTO
Charlie Markham joins the company as it aims to scale its tech capabilities and international expansion
22 February 2024
Next stop – carried interest
Liquidity event delays are having an effect on waterfall calculation models
21 February 2024
LISTEN: Top of the ops: Is the grass evergreener?
A conversation with Eurazeo's Luc Maruenda on setting up evergreen fund structures
21 February 2024
S&P acquires Visible Alpha
Company aims to bolster Capital IQ offering as it explores opportunities in wealth management services
20 February 2024
Vistra appoints global head of funds
State Street’s Abdel Hmitti assumes the role and is set to relocate to the US
20 February 2024
A&M partners with Pactio
Partnership enhances the firm’s M&A tax advisory services with Pactio’s transaction structuring automation tools
20 February 2024
LemonEdge partners with ROYC
The partnership aims to enhance ROYC’s management of closed-, open-ended and hybrid funds
19 February 2024
BGF and Verisk invest in KYND
Cyber risk management platform builds upon previous investment from BGF in 2022, while CPP exits the company
16 February 2024
Untangling Pillar 2 implications
Pillar 2 may not mean more tax for most GPs but it could be a compliance headache
16 February 2024
ILPA appoints inaugural general counsel
Appointment comes amid association’s legal battle with PE trade bodies regarding preferential treatment under SEC’s Private Fund Rules
15 February 2024
Alkymi forms pack with Lionpoint
Partnership aims to assist mutual clients with digital transformation
15 February 2024
Seven out of 10 fund managers received AML fines in last two years
Ocorian’s latest survey finds alternative investment firms concerned about increasing AML risks
15 February 2024
Profile: Sally Beh, ACE & Company
Shares some key management tips she has adopted after 11 years at the firm
14 February 2024
5 minutes with… Matias Collan, CEO and managing director of ACE Alternatives
The founder of the German-based tech-focused fund admin business discusses the firm’s approach to addressing industry pain points
12 February 2024
Qashqade and Entrilia integrate
Qashqade waterfall calculations can run through Entrilia's fund accounting platform
12 February 2024
Carta and Merge combine
The partnership aims to enhance equity management processes
12 February 2024
Borne but not raised
A tight fundraising and deal-doing environment has GPs pondering how to structure aborted deal costs
12 February 2024
Ogier expands Luxembourg fund finance team
Delphine Gomes is a banking and finance counsel with experience in fund, leveraged and real estate financing
8 February 2024
ESG: The fund-of-funds perspective
Once removed from the underlying portfolio, this type of LP is focused on private equity’s journey rather than instant compliance
7 February 2024
Palmer launches in Madrid
Fund administrator led by ex-Sanne execs expands its European presence
7 February 2024
Ocorian acquires Bovill
Fund administrator adds regulatory consultancy firm into its compliance offering
7 February 2024
Apollo appoints ESG counsel
Previously a legal secondee at the firm, Angus Brown joins from Simmons & Simmons
7 February 2024
ESG ratings providers to comply with transparency requirements
The European Commission and Parliament have reached a provisional agreement on how ESMA can supervise these entities
7 February 2024
Comment: Court controversy
Matthew Pincus, international counsel at Debevoise & Plimpton, warns that a recent court decision increases risk for non-US funds active in the US
6 February 2024
Proskauer adds private funds partner in London
Fund formation specialist for credit strategies, James Oussedik, joins from Sidley Austin
6 February 2024
Ontra further builds on GPT-4 functionality
Company aims to accelerate expansion into more document types and launch additional features
6 February 2024
LeadingMile partners with Qashqade
The partnership aims to increase European GP access to automated waterfall calculations and cap-table monitoring
5 February 2024
What the AI?!... Tamarix Technologies
Founder of the data and analytics platform for LPs, Andrea Carnelli Dompé, discusses managing confidential information and AI hallucinations
5 February 2024
Sweet sorrow
The alluring attraction of semi-liquid strategies brings with it a cautionary tale of liquidity (mis)management
2 February 2024
Robin AI launches contract defined-term checker
The additional feature means contract terms can be automatically verified and located within a document