FORWARD FEATURES CALENDAR

Solutions

Handshake 2

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

Announcement

Onchain Custodian onboards first customers

Onchain Custodian (ONC), a digital asset custodian backed by Sequoia, Fosun and DHVC, has on-boarded its first customers. Headquartered in Singapore, Onchain Custodian has developed a personalised and comprehensive custody service for institutional players and accredited investors to secure digital assets with institutional grade security and controls. The SAFE Digital

Andrew Borowiec, IMDAA

IMDDA names first Chartered Due Diligence Analysts

The Investment Management Due Diligence Association (IMDDA) has named the first-ever group of people to achieve the new Chartered Due Diligence Analyst (CDDA) designation after sitting for and passing an intensive examination.  Under development by the IMDDA for more than two and a half years, the CDDA designation denotes a

Blufolio Blockchain Venture Capital Fund invests in YAPEAL

Blufolio, a Swiss blockchain investment firm and manager of the Luxembourg-registered blufolio venture capital fund, has made its first investment in YAPEAL, a Zurich-based digital banking start-up founded by an experienced team of finance and technology professionals.  YAPEAL is initially addressing a specific section of the Swiss consumer market, with

Cybersecurity

Eze Castle Integration launches new Cybesecurity product Eze Dark Web Monitoring

Eze Castle Integration, a global managed service provider to the investment industry, has launched its Eze Dark Web Monitoring Service to proactively protect clients against the threat of stolen user credentials and targeted account takeover.  Eze Dark Web Monitoring scans the dark web for client watchlist assets and triggers an

Events

12 November, 2026 – 5:00 pm

Directory Listings