FORWARD FEATURES CALENDAR

Insight

Kavitha Ramachandran, Maitland Group

Extending AIFM license to PE and real estate funds

Last May, MS Management Services SA, a Luxembourg-based subsidiary of the Maitland group, received authorisation from the CSSF to act as a third-party AIFM to alternative investment funds. At the same time, it established its own umbrella fund platform, MS SICAV SIF, to support managers wishing to fast track the

Dan Connell, ConceptOne

ESMA needs to clarify specific Annex IV issues

Ask any AIFM what the key regulatory challenge is under AIFMD and the response is unanimous: Annex IV reporting.  The first deadline, 31 January 2015, has passed. But there are still many points to clarify on a substantial transparency report; one that any manager, EU or non-EU, must file regardless

James Williams, Hedgeweek

How to access Europe using third party AIFMs

Alternative fund managers wishing to continue to market their funds into Europe have to navigate unchartered territory. The AIFMD only really kicked in last July at the end of the grandfathering period, since when both EU and non-EU AIFMs have started to treat the directive more seriously.  This is a

Survey

German private equity market remains robust

The German market for SME private equity remains in a very robust state at the start of the year, according to latest survey of the private equity panel polled three times a year by CMS Germany and FINANCE magazine. The portfolio companies held by German private equity investors continue to

Announcement

SA institutions lack exposure to alt and PE assets, says Old Mutual

South African institutions are, on average, lacking significant commitment to alternative assets and private equity investments, with many funds having no exposure at all, says Old Mutual Alternative Investments.  However, since 2000, Old Mutual has steadily increased the percentage allocation of its total investment portfolio to alternative assets including private

Nicolaas Faure, executive director, Drake Advisors

Seeing the fruits of the Approved Manager regime

According to the Q3 statistical bulletin published by the BVI Financial Services Commission (FSC), the islands’ financial regulator, a total of 27 limited partnerships were recorded in Q2 2014 compared to 16 in Q2 2013. That figure rose in Q3 to 36.  This is good news for the jurisdiction as it

Marie-Claire Fudge, Mourant Ozannes

Interest in BVI segregated portfolio companies rises

There appears to have been a real pick-up in interest in BVI segregated portfolio company (SPC) formations over the last 12 months. Many recent conversations with start-up managers seem to be about forming such structures according to Marie-Claire Fudge (pictured), head of Mourant Ozannes’ BVI funds practice.  A BVI SPC

Grant Green, KPMG

BVI fund structuring and corporate governance developments

By James Williams – There’s a general air of optimism among the BVI’s fund practitioners. Although the average hedge fund recorded sub-four per cent, the lowest average return since 2011, there was nevertheless a clear uptick in trading activity, principally among some of the islands’ larger managers.  “Those with established

Events

12 November, 2026 – 5:00 pm

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