FORWARD FEATURES CALENDAR

Services

CAIS partners with PCR

CAIS, a financial technology platform connecting financial advisors with alternative investments, is partnering with Private Client Resources (PCR) to streamline the delivery of analytics-ready data for independent financial advisors and fund managers. “The CAIS Platform is constantly seeking solutions to improve access and usage of alternative investments for independent advisors,”

Beyond the numbers: The benefits of middle-office outsourcing

Beyond the numbers: The benefits of middle-office outsourcing

When reviewing middle-office outsourcing proposals, this comment is not uncommon. However, the inclination to evaluate outsourcing by extrapolating in-house operating budgets and comparing them to outsourcing proposals is an insufficient method for determining the total value of a proposed outsourcing relationship. 

Ethan Levner, Estera

Estera appoints Group Head of Funds

Estera, a leading global provider of funds, corporate and trust services, has appointed Ethan Levner as Group Head of Funds, with overall responsibility for funds operations across the 11 jurisdictions the business operates in. Estera is a specialist in fund administration and associated services. It provides a full range of

Kaiserwetter launches IRIS to accelerate M&A transactions for UK renewable energy assets

Kaiserwetter Energy Asset Management (Kaiserwetter) has launched IRIS – Analytics Machine, a technology spin-off of IoT platform Aristoteles.  The algorithms developed by Kaiserwetter provide detailed analysis of operational data of renewable energy facilities for a given point in time and are aimed at accelerating the technical due diligence process for

Daniella Klasen-Martin, Crestbridge

Crestbridge launches Luxembourg ManCo branch in London

Crestbridge has established a branch of its Luxembourg Management Company (ManCo) in London as the business seeks to cement ties between the UK and Luxembourg and secure new opportunities post-Brexit.  The move comes after Crestbridge received formal regulatory approval to establish a branch of its EU-based ManCo, the ‘Crestbridge Management

Dynasty Launches new M&A platform Dynasty Connect

Dynasty Financial Partners has launching Dynasty Connect, a new division reporting to Chief Operating Officer Ed Swenson which will support independent financial advisory firms in private M&A transactions. Joe Rizzo, Director of Mergers & Acquisitions for Dynasty, is responsible for managing the Dynasty Connect platform. Swenson says: “Dynasty Connect is one

Announcement

Argus Global makes acquisitions in Singapore and India

Regulatory compliance consulting firm, Argus Global has fully integrated two business acquisitions: Ace Success, a Singapore based secretarial, accounting and tax practices company; and Argus Compliance India Private Limited, a subsidiary company, based in India, offering a multi-disciplinary and comprehensive bouquet of services in Singapore and India.  “The company is

Events

12 November, 2026 – 5:00 pm

Directory Listings