FORWARD FEATURES CALENDAR

Services

Jackie Bowie, JCRA

JCRA launches new online financial risk management portal

Independent financial risk advisor JCRA has launched Ada, a new digital financial risk management portal for finance directors, portfolio managers and accounting teams.  Ada provides real-time access to debt and derivative portfolios and treasury and accounting reports. Ada is named after Ada Lovelace, the 19th-century British mathematician and computer pioneer

JMP OppZone Services launches Opportunity Zone administration platform for investors and project sponsors

JMP OppZone Services (JMP), a business focused exclusively on financial and administrative support related to Opportunity Zone (OZ) investing, has launched an administrative platform for OZ investors, project sponsors and entrepreneurs.  The shared services platform delivers due diligence, consulting, business support services, administration services, and investor compliance for tax regulation

Kyle Dunn, Meyler Capital

Meyler Capital partners with creative marketing agency

Grey, a global advertising and marketing organisations, has partnered with Meyler, a marketing/placement agency focused exclusively on the alternative investment sector. “The alternative investment sector really is one of the few remaining industries that has not fully embraced marketing, which is remarkable when you consider the level of competition that

Israel flag

Edison Group establishes Edison Israel

Edison Group (Edison), an investment research, investor relations and consulting firm, has established Edison Israel, a joint venture (JV) with GK Investor Relations, a market leading IR consultancy based in Tel Aviv. The joint venture will significantly increase Edison’s presence in Israel and will enhance its IR services to local

Silicon Valley’s Pegasus Tech Ventures launches Venture Capital as a Service

Pegasus Tech Ventures, a global venture capital firm based in Silicon Valley, is making its official debut as a Venture Capital-as-a-Service (VCaaS) provider.  The firm takes a novel approach through its VCaaS model, managing multiple funds for well-known, global corporations that wish to partner with cutting-edge technology startups. Pegasus will

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Optima Partners appoints private equity and hedge fund adviser as COO

Global regulatory compliance firm Optima Partners as appointed private equity and hedge fund adviser David Gold as the firm’s Chief Operating Officer (COO). “Hiring David represents a significant investment in Optima’s growth,” says Optima Partners CEO Jonathan Saxton. “His role will ensure the consistent delivery of the high level of

Farah Ballands, Estera

Estera comes under one roof in Guernsey

Estera, a provider of funds, corporate and trust services, has moved to its new, state of the art offices in Guernsey. It will see the firm’s fund administration, accounting and reporting services, as well as their corporate and trust services offered from one high-specification office.  Estera acquired Heritage Financial Services

Matthew Hodgson, Mosaic

Mosaic Smart Data closes USD9m funding round

Mosaic Smart Data, a real-time capital markets data analytics company, has completed an USD9 million investment round to support its rapid product development and global expansion. The round was co-led by CommerzVentures and Octopus Ventures and includes JP Morgan – an existing investor and client.   Daily trading activity in

Announcement

IASG launches new fund services company

Institutional Advisory Services Group (IASG), an independent advisory firm specialising in alternative investments for institutional and high net worth investors, has launched a new company – IASG Fund Services (IASG-FS). Incorporated in 2019, IASG-FS will offer fund services to investment managers. This new company, majority owned by the Jonkheer family,

Stuart Platt-Ransom, Oak Group

Oak strengthens fund services offering with IAG acquisition

Oak, a new private client, corporate services and fund administration group, has acquired International Administration Group (IAG). Founded in 2000 by Mark Woodall and Alison Simpson, IAG is a specialist fund administration business headquartered in Guernsey with a team of 43 people. IAG delivers bespoke fund administration and depositary services

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12 November, 2026 – 5:00 pm

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