Outsourcing
16 May 2022
Chain reaction: the hidden depths of KYC
KYC is so much more than just a passport and a utility bill. Highvern’s Ken Ritchie details the intricacies of KYC compliance
18 May 2022
Cadwalader appoints Batterson as partner
Angela Batterson joins from Jones Day where she was a partner for four years
18 May 2022
Apex acquires Maitland
Maitland provides fund administration, transfer agency and ManCo services to traditional, alternative and mutual funds
18 May 2022
Comment: Fund forecast
Mohith Sondhi of OakNorth Bank shares his top predictions as macroeconomic challenges intensify
17 May 2022
Punt joins JTC
Martin Punt will develop the firm’s PE and VC offering, focusing on its UK and Channel Islands proposition
9 May 2022
Holland Mountain promotes two
Kimberly Ellis and Jonathan Connelly have both been promoted to associate directors of their respective divisions
4 May 2022
Freyda partners with Eze Castle
The partnership aims to improve productivity and transparency of investment data
4 May 2022
Centralis acquires Wheelhouse
The deal marks an exit for previous backers Pelican Capital
3 May 2022
Zedra acquires Atlas Fund Services
The firm also received a minority investment from British Columbia Investment Management Corporation
3 May 2022
Suntera expands to US
Suntera has bought US-based fund administrator Socium Funds Services
3 May 2022
In the dog house
How effective are financial regulators when it comes to keeping private equity in check?
28 April 2022
Hazeltree appoints Amin as president & CEO
He takes over from Doug Haynes who has served as interim CEO of the business since October 2021
27 April 2022
Maxwell joins Reframe
Industry veteran Ray Maxwell joins as advisory partner to lead new investment advisory offering
27 April 2022
TMF’s Alayarian joins IQ-EQ
Sally Alayarian has joined IQ-EQ as group chief risk officer
27 April 2022
Kirkland appoints three from SEC
Appointment of three former US SEC legal professionals follows the regulator’s recent private equity focused rule tightening
26 April 2022
Intapp and KPMG AG announce strategic alliance
Partnership aims to accelerate digital transformation for professional services and capital markets firms
25 April 2022
JTC launches virtual chief sustainability officer service
The outsourced offering aims to help clients to understand, definite and implement their own ESG strategy, policies and reporting
25 April 2022
Leading managers embrace a new standard in contract negotiation
Troy Pospisil, CEO and founder of Ontra, charts the adoption of legal tech by blue chip private equity firms
21 April 2022
Private equity and hedge funds’ cyber security demands converge
Tom Cole, managing director - UK & Europe, Abacus Group, charts private equity’s increasing needs for robust cyber security,
20 April 2022
Techwork 2022: Juri Pervjakov, BaltCap
“With increasing workloads, we’ve had to consider the new role of the back office, how to streamline processes and automate workflows"
20 April 2022
JTC appoints first chief sustainability officer
Wendy Holley will continue in her existing role as COO, and will be responsible for developing JTC’s ESG framework
14 April 2022
Unlimited partnership
Over the past year, there has been a surge of partnership agreements between various private equity-focused tech providers. Additionally, these same tech providers have joined forces with a number of service providers. But who is doing what, with who?
14 April 2022
LGL selects Allvue
LGL’s clients will have access to Allvue’s fund account solution and investor portal
13 April 2022
Apex buys FTS
The US business provides tax planning, compliance and structuring to PE and RE funds
12 April 2022
Highvern receives Irish TCSP authorisation
The authorisation enables the fund administrator to provide corporate administration services to section 110 and SPV structures across alternative asset classes
8 April 2022
Techwork 2022: Frédéric de Frésart, Argos Wityu
"Our IT infrastructure has evolved into a single hybrid network. Everyone uses and shares the same tools. That has been a huge evolution for our employees because it completely changed the way we work"
7 April 2022
RBS International appoints head of institutional banking offshore
Susan Fouquier has taken up the newly created role in Guernsey
7 April 2022
Techwork 2022: Hind el Gaidi, Astorg
“Our ultimate aim is to capture the full value chain. From fundraising right the way through to exits, we want to ensure we have best of breed systems in place that will help us to ensure every part of the process is going well.”
7 April 2022
Aztec hires head of ESG and sustainability
Caroline Mantoura joins from Accenture, having served as director of operations
6 April 2022
Techwork 2022: Patrick Gloor, Montana Capital Partners
“The most important part of my work was and still is, constantly improving cyber security while maintaining the flexibility needed by our employees.”
4 April 2022
Techwork 2022: Ash Patel, ECI Partners
“Some of my main achievements for the firm include outsourcing our IT services to a managed service provider (MSP) so I can put a greater focus on the strategy and governance part of IT"
4 April 2022
The Techwork 2022
Our annual Techwork report charts the industry’s digital progress by focusing on a select group of individuals responsible for this crucial work
1 April 2022
Domicile watch: March 2022
Key takeaways from the major PE domiciles: including the FCA’s PRIIPs regulation, JFSC’s proposal to increase investment business fees and the latest addition to Guernsey’s blacklist
1 April 2022
Real-time data reporting remains a source of friction between LPs and GPs
KKR's Catherine Cutts: "The demand for more granular data versus the ability for GPs to produce that is a source of friction in LP-GP relations"
31 March 2022
Profile: Kristy Trieste, Motive Partners
The CFO & chief compliance officer discusses being a founding partner, plans for the compliance function going forward, as well as how she interacts with IR
30 March 2022
Waystone acquires Centaur
The deal marks an exit for previous investors FTV Capital, which backed Centaur in January 2020
29 March 2022
IQ-EQ creates group head of compliance role
Tasnoova Zaki, who has taken up the newly-created leadership position, joins from Citi, where she was VP, strategic control initiatives, regulation & compliance
28 March 2022
Kroll launches valuation practice in Lux
The new business is headed up by Armand Kantar, who has been with the company since 2019
25 March 2022
Drawbridge launches industry advisory board
The IAB aims to foster an open exchange of ideas and best practices to help advance cyber defences for the alternative investment community
25 March 2022
Entrilia launches PE & VC operations solutions
Phase one of the launch includes private equity and venture capital fund accounting, investor insights as well as business intelligence solutions
24 March 2022
Hawksford creates M&A director role
Deloitte’s Sowmitra Singh will identify M&A opportunities and work on transactions
24 March 2022
An American tail: service providers go West
For European GPs that want to stick with a familiar European service provider Stateside, we explore which businesses have taken their European operational excellence across the pond
23 March 2022
PwC Luxembourg adopts Diligend
Use of Diligend meets PwC Lux aims to better support its clients with due diligence, ongoing monitoring and oversight needs
22 March 2022
Addleshaw Goddard opens Luxembourg office
Fieldfisher’s Richard Ledain Santiago has been appointed as partner to lead the new office
18 March 2022
5 minutes with… Birchstone Markets
We caught up with Devonshi Mody and James Arnold of Birchstone to find out about their connected treasury offering.
17 March 2022
PE and private debt still behind on digital transformation
Broadridge’s latest report found only 12% of PE and private debt respondents identified as leaders when considering their digital maturity level, compared with 41% of other investment and asset managers
17 March 2022
Vistra receives regulatory approval for India’s GIFT City
According to the firm, it is one of the first global organisations to receive this approval
15 March 2022
Apex acquires Fund Admin Chain
FAC is a distributed ledger-based network for launching, distributing, trading and settling funds
14 March 2022
Gen II acquires Update Capital
The platform provides an automated, cloud-based solution for real estate managers
14 March 2022
Open relationship: outsourcing IR
Private equity's most prized relationships are those with its LPs; why would a firm decide to outsource its investor relations?
11 March 2022
5 minutes with… Derivative Path
Brett Morrell & Ciccy Yang discuss how the technology-focused business supports private equity risk management
9 March 2022
SS&C launches AI fund admin platform
GoCentral uses AI and BPR to optimise front, middle and back office services
9 March 2022
Fund finance: structural innovations
Investec’s Helen Griffiths and Oliver Bartholomew discuss key structural developments for capital call facilities, including cost savings awarded by the master facility agreement, the importance of GP credit ratings, and continuation vehicle solutions.
9 March 2022
Ocorian adopts eFront Invest suite
Ocorain currently uses eFront for its central administration and transfer agency support
8 March 2022
Sanne’s McFadden joins Centaur
Kevin McFadden will lead a team responsible for maintaining relationships with investors and analysts
3 March 2022
HSBC launches digital administration platform
The platform provides GPs and LPs with digital workflow and reporting solutions
3 March 2022
Oakbridge Funds merges with ED Capital
Both Oakbridge and ED Capital are owned by Jersey-based ED Group
3 March 2022
Former Alter Domus CEO joins Goji
Aidan Connolly has been appointed as an independent non-exec director of the company
1 March 2022
Domicile watch: February 2022
Key takeaways from the major PE domiciles: including JFSC’s late fees for registry submissions, Guernsey’s new chair for its Green Finance strategy and Ireland’s Green Pledge launch