Solutions
Estera, a leading global provider of funds, corporate and trust services, has appointed Ethan Levner as Group Head of Funds, with overall responsibility for funds operations across the 11 jurisdictions the business operates in.
Estera is a specialist in fund administration and associated services. It provides a full range of administration services to a wide variety of blue-chip companies across asset classes including private equity, property, debt and funds listed on the LSE and TISE.
Levner has assumed this role in addition to his responsibilities as Managing Director of Estera Guernsey and Group Head of Corporate Development.
Levner
Kaiserwetter Energy Asset Management (Kaiserwetter) has launched IRIS – Analytics Machine, a technology spin-off of IoT platform Aristoteles.
The algorithms developed by Kaiserwetter provide detailed analysis of operational data of renewable energy facilities for a given point in time and are aimed at accelerating the technical due diligence process for wind farms and the respective machinery prior to M&A transactions. Kaiserwetter provides data reports to the client within five days.
The data reports include an assessment of possible performance increase (potential gain), which is regarded as a “magic number” for stakeholders in the investment cycle. Kaiserwetter’s clients can see whether
Cybersecurity specialist KnowBe4 has raised USD300 million in a funding round led by global investment firm KKR, with significant participation from existing investors Elephant and TenEleven Ventures.
This new infusion of funds, valuing the company at USD1 billion, is expected to be used for global growth initiatives and platform development, and builds upon KKR and Ten Eleven Venture’s initial investment in early 2019.
Despite phishing being a long-existing attack method, it still works. According to the 2018 VDBI, more than 90 percent of advanced and targeted attacks involved phishing and preyed upon the human element inside an organisation. KnowBe4’s market-leading platform
Crestbridge has established a branch of its Luxembourg Management Company (ManCo) in London as the business seeks to cement ties between the UK and Luxembourg and secure new opportunities post-Brexit.
The move comes after Crestbridge received formal regulatory approval to establish a branch of its EU-based ManCo, the ‘Crestbridge Management Company SA’, in London.
Operating out of Crestbridge’s existing London office in Mayfair, the branch is intended to act as a convenient point of contact for London fund managers making use of or exploring the potential offered by an EU ManCo as part of their European market access strategy.
The first wave of middle-office outsourcing deals came on the heels of the the credit crisis in 2008. Given this timing, it should come as no surprise that the origin of these first generation deals was driven by cost savings. At the time, middle-office operations was viewed as a necessity but also a cost centre.
Building on strong private capital vendor relationships developed through numerous successful implementation projects, Holland Mountain will be formalising vendor implementation partnerships.
An asset manager’s decision to change their operating model and outsource their middle office to a service provider should not be made in haste. From building internal consensus to carefully designing an evaluation process, selecting the best fit for an outsourcing partner is a significant investment.
Dynasty Financial Partners has launching Dynasty Connect, a new division reporting to Chief Operating Officer Ed Swenson which will support independent financial advisory firms in private M&A transactions.
Joe Rizzo, Director of Mergers & Acquisitions for Dynasty, is responsible for managing the Dynasty Connect platform.
Swenson says: “Dynasty Connect is one of the fastest growing segments of Dynasty. There is a perfect storm for RIAs seeking to acquire: an ageing adviser population, breakaway advisers seeking independence without wanting to run an RIA, and the ability to make strategic deals that create a competitive advantage and unlock scale. In addition, more and more wirehouse
The Citco Group of Companies, (Citco), a provider of asset servicing solutions to the global alternative investment industry, is partnering with S3 Partners, to integrate the data analytics firm’s BLACKLIGHT Treasury Management solution into its offering.
S3 Partners’ real-time, independent financing data prices opaque borrow and loan markets and redefines short interest, crowding and previously stale indicators for which the industry has had no centralised source. BLACKLIGHT leverages these analytics along with leading technology for better outcomes in investment process, risk management, and counterparty relationships.
The agreement between Citco and S3 allows Citco clients to get the benefit of BLACKLIGHT’s
Digital transformation: Science, not fiction – Science fiction is a beloved and enduring genre largely because of technology’s transformative potential. The best examples leverage this to the hilt and extract as much dramatic tension as possible from the situation.
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
