Solutions
SANNE, a global provider of alternative asset and corporate administration services has obtained a new bookkeeping licence in China expanding its existing product offering in the country.
SANNE can now offer bookkeeping, accounting and tax preparation services for Chinese registered entities.
Jing Jing Qian (pictured), Managing Director, Asia-Pacific says: “We are delighted to have obtained this new licence. It underlines SANNE’s trusted reputation as a global leader in providing fund accounting and corporate administration services and aligns with our expansion plans as we double our head count in China, strengthening SANNE’s commitment to the Chinese market.”
Mark Law Chief Commercial
Apex Group (Apex), has successfully closed the acquisition of the Corporate and Private Client Services (CPCS) and Throgmorton businesses of Link Group’s Asset Services division.
The acquisitions add over 600 employees and 6,000 clients to the Apex Group, across multiple markets, and bolsters Apex’s corporate services capabilities adding specialist hubs in the UK, Jersey, Ireland, Luxembourg, the Netherlands, Hungary and Switzerland.
Over the past eighteen months, Apex has continued to expand its capabilities to meet client demand successfully executing a programme of strategic acquisitions to deliver on its ambition to offer a unique end-to-end solution for global asset managers
O’Melveny has launched a new group focused on serving the needs of technology clients as they expand their operations in Southern California.
“O’Melveny MediaTech” will guide established and emerging companies and investors as they grow and engage in content development and distribution. The group will be led by T Hale Boggs, a legal and business advisor to digital media companies.
“Something transformative is happening,” says Boggs, who advises clients from the venture capital and startup stages through M&A, joint ventures, and public offerings. “In Southern California, we are witnessing unprecedented growth as media and technology converge. Major technology companies, mostly
Northern Trust is to transfer its distributed ledger technology (DLT) platform for private equity (PE) asset servicing to Broadridge, in whatv he companies says is a significant step towards delivering an industry-wide PE blockchain solution.
Following the agreement, Broadridge will develop the platform leveraging blockchain technology developed by Northern Trust. The technology will provide data and analytics tools connecting the complex PE lifecycle for all market participants. Through the platform, PE firms can manage, communicate and engage with investors with greater efficiency. It enhances capital and cash flow management (capital calls, investments, divestments and distributions) and automates the middle office
Northern Trust has partnered with data management automation specialist Confluence to deliver financial and regulatory reporting solutions for Northern Trust’s European asset manager clients.
Together the organisations are leveraging data technology to streamline how financial documentation is prepared and delivered for fund disclosures – reducing time spent on manual tasks and driving efficiencies to help clients meet reporting obligations in a timely and accurate manner.
Those responsible for investment funds – including asset managers, investors, directors and regulators – must produce a wide range of financial statements and regulatory reports as part of their disclosure obligations.
Todd Moyer
Credit Benchmark, a specialist in consensus based credit analytics, has launched a new monthly measure of credit risk for US and European corporates in the industrials sector.
The Credit Benchmark Credit Consensus Indicator (CCI) is an index of forward-looking credit opinions for US, UK and EU Industrials based on the consensus views of over 30,000 credit analysts at 40 of the world’s leading financial institutions.
Drawn from more than 750,000 contributed credit observations, the CCI tracks the total number of upgrades and downgrades made each month by credit analysts to chart the long-term trend in analyst sentiment for industrials. A
Eagle Alpha has launched a new alternative data solution for private equity due diligence which aims to enable private equity firms to acquire alternative data on a per company basis instead of an entire dataset and a pay-as-you-go basis over an annual license.
Emmett Kilduff, CEO and Founder of Eagle Alpha, says: “This is an important step forward for Eagle Alpha as we seek to constantly expand and connect more firms to alternative data.” He continued, “Early success with our Bespoke Projects private equity clients demonstrated to us the increasing opportunities for alternative data in the space. We are excited
CAIS, a financial technology platform connecting financial advisors with alternative investments, is partnering with Private Client Resources (PCR) to streamline the delivery of analytics-ready data for independent financial advisors and fund managers.
“The CAIS Platform is constantly seeking solutions to improve access and usage of alternative investments for independent advisors,” says CAIS President Tim Shannon. “We are pleased with PCR’s ability to automate previously challenging reporting processes for advisors and managers. PCR has normalised over 8,000 of our advisor end-client accounts to make this alternative investment data useable in the adviser’s reporting, analytics, or accounting software.”
PCR’s integration partnership
Broadridge Financial Solutions has entered into an agreement with Preqin to offer clients private assets and flows data for alternative products. The Preqin data comprises intelligence on approximately USD10.42 trillion of assets in private equity, venture capital, hedge funds, real estate, infrastructure, private debt and natural resources.
Broadridge is integrating Preqin’s private market data into its distribution data and analytics platform, which provides global mutual fund and ETF distribution data to asset managers to help track asset flows, measure market share, identify opportunities and benchmark sales performance across global markets. This new offering will provide a consolidated and holistic view
When reviewing middle-office outsourcing proposals, this comment is not uncommon. However, the inclination to evaluate outsourcing by extrapolating in-house operating budgets and comparing them to outsourcing proposals is an insufficient method for determining the total value of a proposed outsourcing relationship.
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
