Oak Trust Group, Consortia and Kreston IOM, which between them have offices in Guernsey, the Isle of Man, Jersey, Malta and Mauritius – have come together to form Oak, a new private client, corporate services and fund administration group. The new business, which is headquartered in Guernsey, employs 160 people
Fintech platform iCapital Network is to become exclusive feeder fund service provider for Morgan Stanley’s Wealth Management Alternative Investments Group, with responsibility for the oversight functions of the group’s alternative investment feeder fund assets. The transaction was completed on 14 March 2019. The alternative investments feeder fund business transferring to iCapital
Pacific Fund systems (PFS), a privately-owned technology company, is now offering a ‘one-stop-shop’ software solution for the automation of the complete range of back office fund administration services, focusing on an alternatives market which accounts for approximately USD7 trillion in assets invested globally. PFS’ core product is the PFS-PAXUS system;
JP Morgan Asset Management has added a new publication to its Market Insights Program; the 2019 Guide to Alternatives. Much like its sister publication, the Guide to the Markets, the Guide to Alternatives is designed to provide an objective analysis of the key themes impacting alternative asset classes. The book
CSC, a provider of business, legal, tax, and digital brand services, has selected FIS to manage third-party administration services for its private equity and real estate clients. CSC will be employing FIS Investran and FIS Data Exchange as part of the partnership. Investran, an award-winning, integrated solution for fund accounting,
Colonnade Financial Group (Colonnade) is expanding its asset management capabilities to family offices to meet the demand for active asset management as family offices continue to increase their allocation to private equity. These services are consistent with the offerings that Colonnade provides to its institutional investor clients – management of
Estera, a provider of funds, corporate and trusts services, has selected eFront as its partner for its multi-million pound investment in a fund administration platform to support the ongoing growth of its global private equity fund administration business, which now represents about a third of global revenues. Estera has a
Financial services consulting firm Oyster Consulting (Bermuda) Ltd has appointed Ann Daniels to provide consulting services with an emphasis on AML/CFT and Risk Compliance. Daniels (pictured) brings more than 15 years of experience in Regulatory Risk and Compliance in the financial services industry. Ann’s compliance and consulting roles with small
DealCloud, a specialist in CRM and deal management technology for the capital markets, has partnered with alternative assets data provider Preqin to integrate Preqin’s data with DealCloud’s DataCortex product. “We believe that modern-day dealmakers, fund managers, and investor relations professionals deserve to have all of their outsourced data accessible in
Intertrust has repositioned its two specialist fund service offering in the Channel Islands with a new unified team now servicing both private equity and real estate. Michael Johnson, Head of Funds in the Channel Islands, now oversees both Intertrust’s private equity and real estate businesses. He will lead a team
12 November, 2026 – 5:00 pm
12 November, 2026 – 8:00 am
12 February, 2026 – 8:00 am
12 February, 2026 – 5:00 pm
