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Solutions

Versa Capital Management completes sale of Bell and Howell

Versa Capital Management has completed the sale of Bell and Howell to Boston-based WestView Capital Partners (WestView).   Founded in 1907 and based in Durham, NC, Bell and Howell is a provider of technology-enabled solutions focused on enhancing communications and e-commerce experiences.   Versa, along with co-investor Access Value Investors,

Sameer Shalaby, HazelTree

HedgeServ enhances treasury management service offering with expanded Hazeltree relationship

Global fund administrator HedgeServ, and Hazeltree, a provider of integrated buy-side treasury management solutions, have expanded their existing partnership. Powered by Hazeltree’s platform, HedgeServ will deliver comprehensive treasury and portfolio finance technology and operational support, as part of its enhanced middle-office treasury services to alternative fund managers.   Building upon

Sameer Shalaby, HazelTree

Oak Hill Advisors implements Hazeltree’s cash and collateral management suite

Alternative investment firm Oak Hill Advisors has implemented Hazeltree’s cash and collateral management suite to manage operational risks, strengthen controls, drive efficiencies and increase yields on excess cash. Hazetree Cash Manager enables centralised aggregation and monitoring of Oak Hill’s cash balances across more than 25 brokers, banks, and other counterparties;

Announcement

Citco launches CitcoConnect for data-sharing and digital investment

The Citco Group of Companies (Citco) has launched CitcoConnect, a new digital solution that automates and simplifies the process of managing prospective investors, including an online utility for the placement of initial investments in alternative funds. The solution features a flexible data room, dedicated to and managed by each Investment

IHS Markit and Institutional Limited Partners Association join to bring iLEVEL to members

IHS Markit, a specialist in critical information, analytics and solutions, is to offer iLEVEL to members of the Institutional Limited Partners Association (ILPA). iLEVEL offers private equity and venture capital limited partners (LPs) a sophisticated managed data service as part of a cloud-based data collection, investment monitoring and custom reporting

FCA backs increased cost disclosure for private equity

By Gareth Davies, Augentius – For the private equity industry, transparency has become the watchword: everyone wants more granular data, more often. For a number of years demands from investors have called for a deeper understanding of valuations and the reasoning behind them. It is an age-old challenge for LP-GP relationships,

Tom Wheatley, Watson Wheatley

Watson Wheatley connects with Orchestrade to offer best practice reconciliation

Watson Wheatley, a provider of reconciliation solutions, has integrated its iRecs reconciliation solutions with Orchestrade’s core portfolio management and risk system. The connection creates a standard interface for Orchestrade clients who wish to leverage the iRecs reconciliation system to solve complex reconciliation issues and increase operational efficiency. Watson Wheatley’s growing

Jim Lewis, SEI

Building bot frameworks with NLP technology

As discussed in the first part of our discussion with SEI on the potential of natural language processing (NLP) – click here to read – the company is currently in the early stages of exploring how NLP might enhance the way staff and clients interact with data. The aim of

Paul Kneen, PFS

NWT Group selects PFS-PAXUS fund administration system

NWT, a Mauritius-based full service fund administration firm that forms part of the AXYS group of companies, has selected the Pacific Fund System’s PFS-PAXUS fund administration system for its third-party fund admin business operations. PFS-PAXUS offers a complete back-office fund accounting, portfolio valuation, fund pricing and transfer agency administrative solution

Events

12 November, 2026 – 5:00 pm

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