Solutions
London-based asset management consultancy, MJ Hudson, has acquired Amaces, a data and analytics firm, which provides tools and consulting services to help institutional investors benchmark and monitor the cost and quality of the investor services they receive from their custodian banks.
The firm also provides innovative tools and related consulting services in the field of FX transaction cost analysis.
Founded in 2002 by two senior treasury and custody principals that worked together at Chase Manhattan (now JP Morgan) and then Citibank, Amaces has an established customer base and operations in Europe, as well as in the United States
Versa Capital Management has completed the sale of Bell and Howell to Boston-based WestView Capital Partners (WestView).
Founded in 1907 and based in Durham, NC, Bell and Howell is a provider of technology-enabled solutions focused on enhancing communications and e-commerce experiences.
Versa, along with co-investor Access Value Investors, acquired Bell and Howell in 2011, and this sale is the culmination of the successful repositioning and realisation of the investment which included two previous division divestitures in 2017 (BCC Software and Fluence Automation).
Versa worked closely with Bell and Howell’s management to lead a significant and value-creating transformation
Global fund administrator HedgeServ, and Hazeltree, a provider of integrated buy-side treasury management solutions, have expanded their existing partnership.
Powered by Hazeltree’s platform, HedgeServ will deliver comprehensive treasury and portfolio finance technology and operational support, as part of its enhanced middle-office treasury services to alternative fund managers.
Building upon their existing successful partnership around wires and OTC collateral management, HedgeServ and Hazeltree are responding to client demands for comprehensive treasury and portfolio finance solutions.
As part of this expanded partnership, HedgeServ is hosting Hazeltree’s entire suite of products and complementing them with integrated middle office outsourcing and operational
The introduction of the Tax Cuts and Jobs Act (TCJA) in the United States last December has been keeping tax specialists and accountants particularly busy, as hedge fund managers and family offices seek to best position themselves under this new tax regime.
Alternative investment firm Oak Hill Advisors has implemented Hazeltree’s cash and collateral management suite to manage operational risks, strengthen controls, drive efficiencies and increase yields on excess cash.
Hazetree Cash Manager enables centralised aggregation and monitoring of Oak Hill’s cash balances across more than 25 brokers, banks, and other counterparties; and, the execution of cash movements and payments of more than 100 wires daily via a fully integrated wire solution, including multi-level authorisations, robust controls and detailed audit trails.
Hazeltree Collateral Manager, meanwhile,streamlines and aggregates Oak Hill’s OTC collateral management activity; compares and reconciles internal, independently-valued OTC positions with
The Citco Group of Companies (Citco) has launched CitcoConnect, a new digital solution that automates and simplifies the process of managing prospective investors, including an online utility for the placement of initial investments in alternative funds.
The solution features a flexible data room, dedicated to and managed by each Investment Manager, supporting capital raising and reporting as well as digitised initial subscription documentation functionality with embedded analytics.
CitcoConnect is a stand-alone solution that offers managers full control over which materials prospective investors have access to – including how they interact with such documents – through a secure and flexible
IHS Markit, a specialist in critical information, analytics and solutions, is to offer iLEVEL to members of the Institutional Limited Partners Association (ILPA).
iLEVEL offers private equity and venture capital limited partners (LPs) a sophisticated managed data service as part of a cloud-based data collection, investment monitoring and custom reporting solution.
Robust data management tools and controls in the platform make it easy to access granular details about holdings and valuations at the investment level as well as aggregated views of portfolio data. Embedded analytics calculate IRR performance at the fund and portfolio levels and quantify exposures by fund
By Gareth Davies, Augentius – For the private equity industry, transparency has become the watchword: everyone wants more granular data, more often. For a number of years demands from investors have called for a deeper understanding of valuations and the reasoning behind them. It is an age-old challenge for LP-GP relationships, but one that is expected to change significantly over the next few months.
Last year investor demands began to be addressed with the formation of the Institutional Disclosure Working Group (IDWG) which was set up to support a more unified approach to reporting. The outcome was five proposed templates to
Watson Wheatley, a provider of reconciliation solutions, has integrated its iRecs reconciliation solutions with Orchestrade’s core portfolio management and risk system.
The connection creates a standard interface for Orchestrade clients who wish to leverage the iRecs reconciliation system to solve complex reconciliation issues and increase operational efficiency. Watson Wheatley’s growing client base will derive many benefits from the connection including robust data delivery, standardised support and faster onboarding.
Tom Wheatley (pictured), COO at Watson Wheatley, says: “Alternative asset managers, especially those with complex requirements, have found it hard to find a provider that offers the complete cross-asset front-to-back office
As discussed in the first part of our discussion with SEI on the potential of natural language processing (NLP) – click here to read – the company is currently in the early stages of exploring how NLP might enhance the way staff and clients interact with data. The aim of this initiative is to increase the overall level of engagement and grant users the flexibility to choose their preferred method of navigating information.
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
