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Services

Nick Eisenlau, Citco

Citco expands strategic partnership with Solovis

The Citco Group of Companies (Citco) has expanded partnership with Solovis, a multi-asset class portfolio management, analytics and reporting platform for asset owners and allocators. The strategic partnership with Solovis spans business, technology and services and includes an equity investment in Solovis. This relationship enhances the performance reporting and analytics

Per Roman, GP Bullhound

GP Bullhound invests USD10m in RavenPack

GP Bullhound has invested USD10 million in RavenPack, a provider of alternative data and insights for financial institutions. The company’s database, comprising over 19,000 sources spanning over 20 years, is used by financial institutions who subscribe to the platform in order to enhance performance and manage risk. RavenPack will use

Jalina Kerr, Charles Schwab

Schwab Advisor Services launches Schwab Alternative Investment Marketplace Platform

Schwab Advisor Services has laucnhed the Schwab Alternative Investment Marketplace platform, which gives Schwab’s independent advisor clients access to third-party platform sponsors that offer menus of private funds. The new platform delivers a number of benefits for independent advisors, including removal of custodial fees, streamlined capital call processing, and access

Schwab Advisor Services to provide shareholder servicing for iCapital funds

Schwab Advisor Services is to provide shareholder servicing for funds serviced by iCapital Network. iCapital will be the first platform provider on the Schwab’s new Alternative Investment Marketplace platform. The agreement will create end-to-end, automated alternative investing processes for advisors who use the Schwab platform.   iCapital’s technology allows advisors

Edge Technology Group launches multi-cloud platform for alternative investment sector

Edge Technology Group, a privately-owned, fully-managed IT service provider for financial firms worldwide, has launched CloudSuite, a multi-cloud platform, purpose-built for the alternative investment community. “CloudSuite is an agile and holistic platform that brings together the best components of the Private and Public Cloud. Having the ability to offer both

Matthew Hudson, MJ Hudson

MJ Hudson acquires Jersey Administrator

London-based asset management consultancy MJ Hudson is to acquire the Jersey administrator, Anglo Saxon Trust (AST), subject to Jersey Financial Services Commission regulatory approval and certain other conditions.  AST is an established provider of company and trust formation, registrar and administration services and is regulated by the Jersey Financial Services

Announcement

Food Industry analyst launches DD Research in partnership with Analyst Hub

Analyst Hub, an independent research infrastructure platform company, and DD Research, a boutique sell-side equity firm, have partnered to launch DD Research as the latest independent research provider to join Analyst Hub’s portfolio of IRPs. DD Research provides in-depth intelligence and corporate access to understand the food industry consumer by

Proteus partners with Callan to provide expanded access to alternatives research

Proteus, an Indianapolis-based alternative investment technology firm, has partnered with institutional investment consulting firm Callan, add additional alternatives due diligence expertise to the Proteus platform and streamline the approval of funds available. Eric Knauss, Proteus’ CEO, believes Callan’s research will strengthen the platform while providing a solid foundation for future

PitchBook and RSRCHXchange to create comprehensive marketplace for private and public financial research

PitchBook, a data provider for the private and public equity markets, has entered into an agreement with Liquidnet’s RSRCHXchange a marketplace and aggregator of institutional research, to offer PitchBook clients access to RSRCHXchange’s extensive marketplace of institutional broker research in 2020. RSRCHXchange’s virtual library will be accessible through PitchBook’s Research Center,

Events

12 November, 2026 – 5:00 pm

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