FORWARD FEATURES CALENDAR

Solutions

Following the announcement of their strategic partnership in September 2019, Sanne and Colmore have now entered into the next phase of development. Building on Colmore’s award winning Limited Partner (LP) portfolio monitoring platform, Helios, Sanne and Colmore have begun to develop a dedicated General Partner (GP) solution to enable real-time, online portfolio data, seamlessly connected to Sanne’s fully integrated services offering. Both organisations are excited about what the future holds. The combination will provide the wider alternative asset industry with a new end-to-end solution throughout the LP – GP value chain. This will not only harnesses the power of Colmore’s
Socium Fund Services, a fund administrator focused on private equity, venture capital, real estate and private debt funds, is to provide operational and fund administration service Atwater Capital, a private investment firm that provides equity capital and debt financing in support of dynamic companies in the media and entertainment sectors. Socium caters for both General Partners and Limited Partners in the alternative asset space.  The firm’s services include partnership accounting, financial reporting, capital call and distribution processing, investor capital account maintenance, audit and tax return support, and coordinated fulfilment of all investor deliverables. “Atwater elected to outsource fund administration to
Daniela Klasen-Martin, Crestbridge
Crestbridge has been granted a funds administration licence in Luxembourg in a move that significantly bolsters the company’s capabilities in the jurisdiction and its multi-jurisdictional proposition for alternative fund managers. Granted by Luxembourg’s financial services regulator, the Commission de Surveillance du Secteur Financier (CSSF), the new licence enables Crestbridge to provide a broad range of fund administration services from Luxembourg, complementing the well-established Management Company (ManCo) solution already provided from the jurisdiction. Crestbridge established its ManCo in Luxembourg in 2011 and was one of the first businesses to establish an AIFM in early 2014, providing a third-party management company solution for
Alantra, an independent global mid-market investment banking and asset management firm, has advised international technology group RUAG on the sale of its UK cybersecurity software business Clearswift, to US-based HelpSystems. The value of the transaction has not been disclosed. Alantra’s UK and Swiss offices worked in collaboration on the deal advising Swiss-based RUAG which Alantra has had an existing relationship with for over a decade. The cross-border nature of the sale to a US trade buyer demonstrates the strength of Alantra’s international reach and its specialist expertise in the cybersecurity sub-sector. Cybersecurity M&A activity levels remain high and Clearswift has
Tammer Kamel, Quandl
Nasdaq’s Quandl, an alternative data provider, has launched the E-Commerce Intelligence (ECI) dataset, which allows investors to track product-level e-commerce transactions on a near real-time basis. The exclusive dataset follows the day-to-day transactions of 800 brands and 500 companies across more than 350 e-retailers in North America and EMEA, capturing USD15 billion worth of product sales annually. ECI data is available daily with a seven-day lag, offering a distinct speed advantage over consumer sales datasets currently available on the market. Investors can monitor early traction on new products, follow the entire lifecycle of a product, monitor same-store sales and measure
Robin Bedford, Opus Fund Services
Independent fund administrator Opus Fund Services has acquired the fund administration unit of Advanced Fund Administration (AFA), which has offices in the Cayman Islands and New Jersey. Robin Bedford (pictured), CEO of Opus Fund Services, says: “This is the result of many months of hard work by both parties. We are excited to have the opportunity to work with the AFA client base as they become part of the award-winning Opus proprietary platform.”   Prior to today’s announcement, Advanced Fund Administration provided multiple lines of business to its hedge fund clients consisting of legal, advisory and compliance services. Peter Young,
Standish Management, a provider of fund administration services to private equity, venture capital, and real estate managers, is to acquire Halsey Group, a Luxembourg-based fund and corporate services provider dedicated to international private equity and real estate investment firms. Terms of the deal have not been announced. The acquisition extends Standish’s service offering and brings together Halsey’s long-tenured team and large client base across the US and UK, with Standish’s reputation and expertise across PE, VC, and Real Estate funds. The transaction is subject to regulatory approval and upon closing Halsey Group will change its name to Standish Management Luxembourg.
iCapital Network is to create a customised technology platform for PIMCO, that will provide financial advisers and their high-net-worth clients access to PIMCO’s alternative strategies. iCapital Network says the relationship will enable advisers to provide a best-in-class investor experience via enhanced access to PIMCO alternative strategies. iCapital’s technology automates the subscription process, provides transparency into each step of the investing process and seamlessly integrates performance and tax reporting for alternative investments in an end-to-end platform.   “We are excited to partner with iCapital and look forward to leveraging their capabilities as we continue our efforts to democratise alternative investments for qualified investors seeking additional sources
CFA UK’s Certificate in ESG Investing, the first qualification of its kind in the UK, will be available to investment professionals from December. The Certificate has been introduced to meet the increased demand for ESG knowledge and skills in the investment sector and is already seeing high uptake.   In the UK, over 500 candidates are already signed up to complete the course; they will be able to take the exam from 2 December 2019.   The launch follows a pilot programme conducted in September 2019, which was designed to ensure that the training materials developed for the qualification were
Bain & Company has selected CEPRES as the primary investment analytics solutions provider for its Private Equity practice. 

Events

12 November, 2026 – 8:00 am

Directory Listings