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Solutions

Norbert Neijzen, MaplesFS
Maples Fiduciary, a provider of fiduciary, corporate formation and administration services to investment funds, partnerships, structured finance vehicles, corporate entities and private clients, has extended its Middle East offering to Abu Dhabi Global Market (ADGM).  As a financial free zone, ADGM is an independent jurisdiction encompassing the entire Al Maryah Island with rules and regulations aligned with international best practices. In addition, ADGM’s three independent authorities – Registration Authority, Financial Services Regulatory Authority and the ADGM Courts – provide a controlled environment that enables registered companies to conduct business and operate with confidence. The extension of our offering to ADGM
Announcement
BB&T Securities has selected CAIS to bolster its range of alternative investment offerings and can now offer access to hedge funds, private equity and debt, real estate and other non-traditional investment strategies to its financial advisers.  “BB&T Securities’s adoption of CAIS demonstrates our platform’s flexibility to serve wealth management firms of all sizes,” says Brad Walker, Managing Director at CAIS. “With a cumulative buying power of USD1 trillion, the CAIS advisor-network remains the platform of choice for alternative investment managers seeking access to the fragmented US wealth management channel.”   CAIS is an open-architecture alternative investment product platform offering wealth
Announcement
Linedata, a provider of credit and asset management technology, data and services, is to operate an integrated technology and services solution in Europe for London-based Inverewe Capital, a credit-focussed global investment manager.  This expands Inverewe Capital’s relationship with Linedata, allowing the firm to leverage Linedata’s holistic offering to streamline and scale its operations across a range of capabilities for risk management, research and the middle office.   Alternative managers across the global investment spectrum are implementing new operational models as they tackle challenges in the form of fee pressure and increased regulatory, compliance and investor demands. Linedata provides reconciliation, shadow
Bill Prew, Indos Financial
Independent depositary firm INDOS Financial is now offering a new ESG oversight service, which will be led by Matthew Queree, the company’s newly-appointed Head of ESG Oversight. INDOS Financial, now has USD28 billion of assets under its oversight, plus a further USD16 billion over which the 32-strong firm performs money laundering reporting officer functions. CEO Bill Prew (pictured) explains his role as an independent depositary, as one where his firm is free of conflicts with other service providers of a fund and provides valuable oversight over fund operations.   The idea of offering an ESG service has come from INDOS’s
Simon Stewart, The Growth Stage
The Growth Stage has launched what it says is the world’s first funding platform for private growth companies to raise investment capital from regulated institutional investors. The company has signed up investors with over USD4 trillion of assets under management, from pension funds, retail funds and hedge funds through to sovereign wealth funds and family offices.   Headquartered in London, The Growth Stage has been designed exclusively to marry the increasing demand from institutional investors around the world, to invest in high growth, scale-up companies, and for those companies to seek alternative sources of capital.   Directly challenging the traditional
Risk management 2017
By Amanda Daly, EzeCastle Integration – When confronted with unexpected business disruptions, alternative investment firms must react swiftly, methodically and successfully or else risk significant financial loss. This level of response requires extensive business continuity planning to ensure allspects of a firm’s business are evaluated and protected. In this blog, we will help you create a Business Continuity Plan and help you identify which threats pose a risk to your firm.  1. Regulatory review and landscape The first step to creating an Business Continuity Plan is to perform a Regulatory Review as all businesses have requirements coming from oversight bodies. There are also
Bain Capital Specialty Finance (BCSF), a business development company managed by an affiliate of Bain Capital, LP, has filed a registration statement with the Securities and Exchange Commission (SEC) relating to a proposed initial public offering of its common stock.   BCSF is expected to list its common stock on the New York Stock Exchange under the symbol BCSF. The completion of the proposed offering depends upon several factors, including market and other conditions.    BCSF expects to use substantially all of the proceeds from this offering, net of expenses, to repay a portion of its outstanding indebtedness. BCSF intends to
EdtechX Holdings has made its debut on the Nasdaq, becoming the world’s first education and education technology SPAC (Special Purpose Acquisition Company). EdtechX Holdings, headquartered in London, intends to build an industry-leading platform of next generation education and training businesses through the targeted acquisition, consolidation and development of companies that are growing, profitable and early adopters of technology. In the first 18 months, EdtechX Holdings intends to initially focus its acquisition strategy on businesses typically ranging in value from USD100-USD600 million (and up to USD1 billion).   EdtechX Holdings is led by CEO Benjamin Vedrenne-Cloquet and Chairman Charles McIntyre. Benjamin
James Williams, Hedgeweek
James Williams, managing editor at Hedgeweek, assesses how data analytics techniques can be used to personalise client experiences for investment managers. The amount of data is growing exponentially. According to IDC, there were 16.3 zettabytes of information generated in 2017 alone; one zettabyte is 1 billion terabytes. However you cut it, that’s a huge number. One that is too large to comprehend. In simplistic terms, according to one industry professional “if every piece of data were a penny, it would cover the earth’s surface five times over”. Indeed, with Amazon and Apple both hitting the trillion dollar market cap mark,
Announcement
You may have read in our recent blog posts that October is National Cybersecurity Awareness Month. Of course, at Eze Castle Integration, we love to talk about IT security for alternative investment and professional services firms. To participate in National Cybersecurity Awareness Month, Eze Castle Integration is launching a Cybersecurity Educational Series to guide the alternative investment industry through the complex and evolving cybersecurity environment. This educational series will include the launch of an online Cybersecurity Information Center, three new whitepapers and a series of educational webinars.  The Information Center features videos, guidebooks and articles on the latest

Events

12 November, 2026 – 8:00 am

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