Latest News
Two years ago, in recognition of the regulatory burden facing Swiss fund managers, Pfaeffikon-headquartered Etops, an independent operational service provider for hedge funds and investors like family offices and wealth managers, combined forces with Deloitte to develop a unique solution called Assetbox.
Assetbox contains a series of modules to support managers both in the setting up of operations and funds, registration with FINMA, as well as in the FINMA required ongoing processes and substance.
"Assetbox was a pioneering effort to make regulation digestible for hedge fund managers. We went directly to FINMA and established a quasi standard, which the market
Jabre Capital Partners is one of the industry's best-known hedge funds. Established by Philippe Jabre (pictured) in 2006, the Geneva-based hedge fund runs a variety of strategies that include: Multi-strategy, Equity Long/Short, Convertible Bonds, Emerging Markets and Event Driven.
With respect to its Emerging Markets strategy, Jabre Capital combines a top down global macro view with bottom up fundamental stock selection to build positions in a diversified portfolio.
Such has been the level of volatility coming out of emerging market economies, principally China, that finding the right investment opportunities and trying to time the right entry and exit points has been
Mergers and acquisitions and energy-focused equity long/short are two of the most attractive fund strategies for 2016 at Unigestion, according to the group's Managing Director and Head of Hedge Funds, Nicolas Rousselet (pictured).
Identifying the best strategies for investors has been no easy task in recent times, thanks in large part to the excessive interference of central banks. In a bid to boost inflation by weakening their currencies, the European Central Bank and the Bank of Japan have both resorted to negative interest rates. The ECB now has a -0.4 per cent deposit rate for banks wishing to park their
By Michaël Malquarti (pictured), SYZ Asset Management – Although the phenomenal growth in index management since the 1990s had already begun to shake up the fund management industry, the 2008 crisis triggered a more profound reform process. This change is particularly visible in the alternative investments arena. As well as reinforced standards governing hedge funds, the most spectacular transformation has probably been the emergence and astonishing growth of alternative UCITS in Europe.
Several factors underpin this situation. Current macro-economic uncertainty and the associated asset volatility are certainly behind stronger demand for different types of funds, generally perceived as being less risky.
Geneva-based SwissRepCo was established in January 2014 by industry veterans Dermot Butler (pictured), former chairman of Custom House Group, a leading fund administrator, and Lancelot Frick, a fifth generation Swiss private banker and CEO and President of Frick Capital SA. ("Frick").
SwissRepCo arose in response to FINMA's decision to beef up existing fund regulations that had been brought in in 2006. In 2013, those regulations were enforced under the Collective Investment Schemes Act (`CISA') but it wasn't until 1 March 2015 that foreign hedge funds were mandated to appoint a Swiss legal representative and paying agent to continue distributing their
There was a degree of trepidation among foreign hedge funds when Switzerland formerly introduced a revised version of the Collective Investment Scheme Act (CISA) on 1 March 2015, bringing hedge funds under the watch of FINMA, Switzerland's financial regulator, for the first time.
Previously, only funds that were registered for public offerings – now referred to as distribution to non-qualified investors (i.e. retail investors) – had to appoint a Swiss legal representative and paying agent. As of last year, it also became a requirement for foreign hedge funds looking to raise assets from Swiss qualified investors, defined under CISA as including
Latin American ultra-high net worth (UHNW) business executives are keen on opportunities for mergers and acquisitions, with many likely to pursue deals in the short-term, according to a new report from Campden Wealth Research, in partnership with Morgan Stanley.
The newly published “Risk & Return in Latin America” finds that 56 per cent of executives surveyed perceive merger and acquisition (M&A) opportunities in Latin America to be excellent or very good; with 43 per cent extremely or very likely to pursue opportunities in the next 12 months.
Interestingly, their attitudes are more positive about opportunities inside LatAm than outside the
Middle market private equity firm HGGC is to sell Serena Software to UK-based Micro Focus International plc (Micro Focus) an international software product group, at an enterprise value of USD540 million in cash.
Headquartered in San Mateo, California, Serena is the world’s largest independent provider of IT application development and deployment solution, helping nearly one million users in more than 2,500 global organizations streamline their IT processes to deliver applications faster, improve IT service performance and reduce IT costs.
Since HGGC and company founder Doug Troxel acquired the business in 2014, Serena has made significant progress, reducing net debt by
Frazier Healthcare Partners has held the closing of Frazier Healthcare Growth Buyout Fund VIII at its hard cap of USD525 million.
This oversubscribed fund, which is run out of the firm’s Seattle office, represents Frazier Healthcare Partners’ first dedicated growth buyout vehicle focused exclusively on profitable healthcare companies in the lower middle market. The offering garnered strong support from existing and select new limited partners, which represent some of the most prestigious endowments, public/private pension funds and financial institutions globally.
“We are appreciative of the continued support from our existing limited partners and pleased to selectively add a few new
Thoma Bravo is in exclusive negotiations to sell InfoVista, a market leader in service performance assurance solutions for IP-based network and application services, to Apax Partners. Financial terms of the agreement have not been disclosed.
Thoma Bravo acquired Paris-based InfoVista in April 2012 through a complex take-private acquisition on the Euronext exchange, setting the stage for the company to accelerate its growth as a private company. During its partnership with Thoma Bravo, InfoVista more than doubled its size through organic growth and complementary acquisitions.
“We couldn’t be more proud of our partnership with [InfoVista CEO] Philippe Ozanian and his management
Special Reports
Featured
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
