Solutions
Schwab Advisor Services is to provide shareholder servicing for funds serviced by iCapital Network.
iCapital will be the first platform provider on the Schwab’s new Alternative Investment Marketplace platform. The agreement will create end-to-end, automated alternative investing processes for advisors who use the Schwab platform.
iCapital’s technology allows advisors and their high-net-worth clients to access, review and invest in alternative investments such as private equity and hedge funds at lower minimums than traditionally required. Under the new management, advisors will be able to view iCapital’s alternative funds on the Schwab Alternative Investment Marketplace platform and manage iCapital investments within
Edge Technology Group, a privately-owned, fully-managed IT service provider for financial firms worldwide, has launched CloudSuite, a multi-cloud platform, purpose-built for the alternative investment community.
“CloudSuite is an agile and holistic platform that brings together the best components of the Private and Public Cloud. Having the ability to offer both Private and Public Cloud solutions, enables us to offer a combination of both in a Hybrid Cloud, supporting industry trends and data that a Multi Cloud approach is becoming widely adopted as the new industry standard,” says Tom Woollard, Managing Director, Head of Europe, at Edge Technology Group. “CloudSuite has
TMF Group has chosen to use FIS’ Private Equity Solution, an asset management system to serve its extended base of business clients, following the recent acquisition of a fund servicing organisation.
Headquartered in Amsterdam, TMF Group provides a broad range of business services including fund administration, human resources, accounting, tax support and payroll for international business expansion.
Melanie Peploe, COO, Fund Services at TMF Group, says: “As we looked for a technology partner to support our growth strategy, we wanted to work with a technology innovator that had a successful track record in our market. “FIS with its Investran
Neotas, a provider of online due diligence for private equity firms and other investors, and University of Essex engineers are to develop an AI screening solution to aid investors with due diligence and mitigate risk.
Neotas has been awarded a GBP200,000 grant from Innovate UK towards the first stage of the project.
Neotas uses search techniques to analyse a company or individual’s ‘digital footprint’. It provides advanced insights without invading their privacy. The project aims to make the screening process less labour intensive and automatically identify warning signs without creating false alarms. The incorporation of AI will enable the
London-based asset management consultancy MJ Hudson is to acquire the Jersey administrator, Anglo Saxon Trust (AST), subject to Jersey Financial Services Commission regulatory approval and certain other conditions.
AST is an established provider of company and trust formation, registrar and administration services and is regulated by the Jersey Financial Services Commission.
The acquisition follows the purchase by MJ Hudson of the Dutch ESG business of Spring Associates in July and US/UK benchmarking and analytics business Amaces at the end of 2018. It adds to MJ Hudson’s existing operations in Jersey and helps consolidate a growing pan-Channel Islands business for
Analyst Hub, an independent research infrastructure platform company, and DD Research, a boutique sell-side equity firm, have partnered to launch DD Research as the latest independent research provider to join Analyst Hub’s portfolio of IRPs.
DD Research provides in-depth intelligence and corporate access to understand the food industry consumer by using proprietary methods. Recognised yearly by Institutional Investor from 2007 to 2019 as a top food researcher, founder David Driscoll has 20 years of equity research experience at Citi Research where he covered US food manufacturing. Driscoll led equity coverage of all top packaged and industrial food manufacturers and his
Proteus, an Indianapolis-based alternative investment technology firm, has partnered with institutional investment consulting firm Callan, add additional alternatives due diligence expertise to the Proteus platform and streamline the approval of funds available.
Eric Knauss, Proteus’ CEO, believes Callan’s research will strengthen the platform while providing a solid foundation for future innovations.
“We’re thrilled to partner with such a prestigious industry player as we embark on a new era for the alternatives investment space,” says Knauss. “It is exciting to have the industry leadership of the Callan team as we move forward.”
Proteus’ private investment platform offers a complete
PitchBook, a data provider for the private and public equity markets, has entered into an agreement with Liquidnet’s RSRCHXchange a marketplace and aggregator of institutional research, to offer PitchBook clients access to RSRCHXchange’s extensive marketplace of institutional broker research in 2020.
RSRCHXchange’s virtual library will be accessible through PitchBook’s Research Center, which includes PitchBook’s best-in-class research on private asset classes and emerging technology sectors as well as Morningstar equity research. Together, PitchBook and RSRCHXchange will create one of the most comprehensive online research marketplaces covering both the private and public financial markets. Additionally, this integration enables RSRCHXchange providers to easily extend
The swathe of transparency disclosures required by new and upcoming regulation has been putting pressure on private equity firms. However, PE managers can work with pragmatic and knowledgeable law firms to understand exactly how the rules apply to their particular situation and consider whether there is a basis for limiting disclosure about their business and their investors.
Andrew Knight (pictured), Managing Partner, Harneys Luxembourg explains: “There’s an ever increasing degree of transparency being demanded and there are all the regulatory processes and associated cost that go with that. We’ve been closely involved with the common reporting standard and Fatca disclosure
By Andrew Frost (pictured), Lawson Conner, & Justin Partington, IQ-EQ – Enhanced due diligence, including Know Your Customer (KYC), when completing complex acquisitions of businesses or assets is not only a basic expectation under current Anti-Money Laundering (AML) regulations, but also makes commercial sense for all parties involved.
Minimising your exposure to financial risk through KYC
Performing KYC checks when completing acquisitions is crucial both from a regulatory standpoint, to avoid sanctions, fines or reputational damage and from a risk standpoint to avoid financial losses. Recent high-profile cases, such as the merger between JP Morgan Chase and Washington Mutual where subsequent regulatory issues came
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
