Outsourcing
5 October 2022
Multiple sides of the ESG definition
With ESG definitions varying, the meaning of ‘sustainable’ investing is still unclear
3 October 2022
Gen II names COO and CCO
Nikolaos Perros joins as COO; Ishita Shah appointed chief commercial officer
3 October 2022
Carry forfeiture following for-cause removal on the wane, says MJ Hudson
Swing towards a majority of funds now specifying a haircut rather than full forfeiture highlights the shifting balance of power between GPs and LPs, according to MJ Hudson's research.
3 October 2022
Beyond data
Data has been on private equity's mind for a few years now; is it starting to yield the results it promised?
28 September 2022
Aztec launches streamlined onboarding solution
Aztec Verify automates the due diligence process while ensuring regulatory compliance
27 September 2022
Crestbridge appoints head of Southampton office
David Bridger joins from Aztec to oversee operations
26 September 2022
Comment: The Mother of Invention
James Wood, investment funds partner at Hogan Lovells in Sydney, explores fund structuring innovations throughout the APAC region
23 September 2022
Allvue partners with IQ-EQ
Partnership sees the integration of the both providers’ front- and back office offerings, with a focus on private debt funds
22 September 2022
MJ Hudson partners with SLIB
The partnership aims to improve governance and transparency around risk exposures
21 September 2022
Apex launches impact investing solution
The tool should enable investors and companies to demonstrate measurable positive impacts
21 September 2022
ACA acquires Ethos ESG
The acquisition sees ACA expand its advisory business with tech-based analytics
20 September 2022
Tenzing backs Altum
The deal for the fund administration business is the sixth from Tenzing’s £400m Fund II
20 September 2022
Citco names Bertolino head of PE and PC
Bertolino is charged with boosting operational efficiencies and enacting the firm’s plans of digitising its client experience
19 September 2022
In conversation: Power to the LP
Highlights from a recent roundtable event examining the growing influence of investors in private equity fund management
16 September 2022
Canoe expands offering to GPs
Previously, the automation tool for document and data management was aimed at LPs
15 September 2022
Profile: Kerrie Chung, Welkin Capital Management
The finance director discusses the firm’s setup when she joined, differences between fund administration for Cayman funds and local RMB funds, as well as Welkin’s tech stack
13 September 2022
SS&C combines fund administration and servicing business
Bhagesh Malde will lead the newly combined business, which will continue to operate as SS&C GlobeOp
13 September 2022
Apex makes two acquisitions in New Zealand
The fund administrator has bought IIS and InvestNow
9 September 2022
Apex acquires Prometa
Prometa provides fund services to clients in Canada, the US and Bermuda
9 September 2022
Allvue names Streetman as CEO
Appointment follows departure of Mark Heimbouch earlier this year, after one year in the role
8 September 2022
IQ-EQ acquires JGM
US-based JGM provides middle and back office services to private equity and real estate firms
8 September 2022
Universal Investment secures investment from CPP
Existing investor Montagu has partnered with CPP to support the fund administrator’s expansion
8 September 2022
Edda secures $5.8m
The fresh capital will be deployed to hire talent and build out the product offering
8 September 2022
Broadridge’s PE platform open for US funds
Private Market Hub is powered by distributed ledger technology
7 September 2022
Apex partners with Iveniam
Partnership sees Apex expand its offering to include valuation-as-a-service
7 September 2022
DC Advisory launches GP secondaries offering
The firm has appointed Michael Wieczorek as managing director
6 September 2022
Ark launches fund ops platform
The cloud-based tool aims to automate fund operations and investor reporting while plugging into off-the-shelf general ledger solutions
6 September 2022
Hazeltree opens fintech engineering centre in Bournemouth
The centre will be staffed by software developers, product managers and owners, DevOps and client services tasked with designing, building, and onboarding new clients
5 September 2022
Apex appoints India country head
Akshay Thakurdesai joins the firm from BNP Paribas where he was head of securities services India
5 September 2022
Daring to be different
Having enjoyed several years of stellar growth, have Asian fund managers done enough to ensure their firms are operating in a robust enough manner to weather the gathering global macroeconomic storm?
1 September 2022
Apex acquires Mainspring
The acquisition sees all 70 Mainspring employees across two UK offices and £9.7bn in AUA move to Apex
1 September 2022
Comment: The world has changed - how are lenders and markets reacting?
With great challenge comes great opportunity, writes Mohith Sondhi, senior director – debt finance at OakNorth Bank
31 August 2022
Legal lowdown: Michael Halford, Goodwin
The partner, co-chair of global private investment funds discusses recent client challenges, thoughts on the FCA’s new AR rules and what he makes of PE’s reputation
31 August 2022
TDA 2022: CFO of the Year: Rebecca Noyes, Alderwood
We explore the Noyes' rapid development, including her focus and impact which the judges described as beyond that of a traditional CFO
31 August 2022
TDA 2022: COO of the Year: Steven Whitaker, Equistone
We explore the operational improvements Whitaker made that enhanced the overall capabilities of the firm
31 August 2022
TDA 2022 Rising Star: Emad Shahin, 17Capital
We explore what set Shahin above his peers for this category
30 August 2022
Mercatus launches mass data onboarding feature
The Bulk Data Management tool aims to increase data transparency and quality by structuring the data validation process
30 August 2022
Novata partners with Frazier & Deeter
The partnership aims to support identification of ESG metrics and disclosure requirements
30 August 2022
TDA 2022 Legal & Compliance Professional of the Year: Martin Sjölund, Summa Equity
Sjölund details the improvements he made within Summa's legal function, which led to cost savings and a decrease in the risk of errors
24 August 2022
Code & Co partners with int3
The partnership will see due diligence provider Code & Co expand its offering to include cyber security
24 August 2022
TDA 2022 IT Provider: Managed Service provider winner: RFA
George Ralph, global managing director and CRO at RFA explains how actively understanding the industry rather than reacting to client issues sets it apart from its peers
23 August 2022
Private funds failing to provide climate data
Hymans Robertson says private market managers’ TCFD reporting standards are inadequate
23 August 2022
Hazeltree secures $14m investment
The funding round was led by FINTOP capital, whose co-founder and managing partner Rick Kushel will sit on Hazeltree’s board, joined by Hamilton Lane.
23 August 2022
TDA 2022 IT Provider: Cyber Security winner: Drawbridge
Drawbridge's founder and CEO Jason Elmer explains why the platform's private equity module was a game changer and considered extremely valuable
22 August 2022
Valutico launches VC valuation solution
The company hopes to increase the accuracy of start-up valuations
19 August 2022
TDA 2022 Legal: Fund Formation winner: Travers Smith
Sam Kay, funds partner at Travers Smith describes what's enabled the firm to have such a deep understanding of the market
18 August 2022
Freeths creates private funds practice in London
George Metcalfe has joined from Simmons & Simmons as a partner to head up Freeths’ private funds practice in London
18 August 2022
Novata launches SFDR reporting solution
The tool should allow portfolio companies to produce tailored SFDR reports
17 August 2022
Gen II launches digital fund subscription solution
The new digital offering intends to automate and streamline fund subscriptions
17 August 2022
Maples launches ESG fund services solutions
They aim to support fund managers and institutional investors with ESG and impact investing credentials
17 August 2022
TDA 2022 Technology: Regulatory & Compliance winner: Ontra
Bridget Deiters, managing director at Ontra talks us through the firm's impressive growth and product launches throughout 2021
17 August 2022
PE firms under pressure to outsource
There has been a significant increase in enquiries from PE firms looking to outsource since last year, Ocorian reports
15 August 2022
Apex names Zamal as compliance executive
Aneeqa Zamal joins the firm from the FCA where she was an associate
11 August 2022
Apex Group expands Global Compliance Solutions to Singapore
It aims to address local clients’ risks and concerns around ESG, sustainability, AML, digital assets and fintech
11 August 2022
TDA 2022 Advisory/Consultancy: Operations & Technology winner: Holland Mountain
The team describes how the consultancy seeks to build genuine partnerships with clients to support ongoing success
11 August 2022
TDA 2022 Advisory/Consultancy: Legal, Compliance & Regulatory winner: ACA Group
Adam Palmer, partner, UK regulatory advisory at ACA Group discusses how the firm's seven new initiatives contributed to winning this award
10 August 2022
Data analytics should be top priority for service providers
EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements
10 August 2022
TDA 2022 Advisory/Consultancy: Tax winner: Macfarlanes
Macfarlanes' team explains how their cross-departmental collaboration sets them apart from their peers
9 August 2022
JTC launches Irish fund administration services
The launch comes after the fund administrator received regulatory approval from the Central Bank of Ireland