Solutions
CoInvestor, a platform that digitises alternative asset transactions for advisers, fund managers, and private investors, has integrated its technology with financial advice back-office software supplier Intelliflo’s ‘Intelligent Office’ (iO), to deliver an upgraded service to customers.
CoInvestor is now available to iO users via Intelliflo’s app store and for the first time allows financial advisers using Intelligent Office to allocate and manage their clients tax-efficient investments within their existing back office. The CoInvestor integration will help to deliver and receive updates directly from fund managers, such as dividends, valuation updates and exits.
Since its inception in 2004, Intelliflo has
Global regulatory and compliance services provider, Lawson Conner has launched a new outsourced anti-money laundering (AML) solutions offering for Cayman funds.
Following the Cayman Islands Monetary Authority (CIMA) requirement to appoint an AML Compliance officer (AMLCO), Money Laundering Reporting Officer (MLRO) and a Deputy MLRO for Cayman domiciled funds, Lawson Conner has developed a comprehensive services offering, including the relevant appointments of regulatory experts, and the relevant compliance monitoring program.
Andrew Frost (pictured), Executive Director at Lawson Conner, says: “The ongoing anti-money laundering compliance environment in the Cayman Islands continues to be a key issue for the financial services
Singapore Exchange (SGX) today welcomed the listing of the Astrea IV private equity (PE) Class A-1 bonds issued by Azalea Group, an indirect wholly owned subsidiary of Temasek Holdings. The issuance marks the first such structure in Singapore for retail investors to subscribe to PE bonds.
There are three tranches of the Astrea IV PE bonds – Class A-1, Class A-2 and Class B. The Class A-1 bonds, which have a total size of SGD242 million and an annual interest rate of 4.35 per cent, are listed on the SGX-ST Mainboard. The public offer tranche of the Class A-1 bonds was
Abacus Group, a managed service provider of hosted IT solutions for alternative investment firms has expanded and customised its use of Thycotic’s Secret Server for more than 350 clients to date.
“Managing up to 3,000 passwords for privileged access daily “would be impossible without an automated solution such as Secret Server,” says Paul Ponzeka, Managing Director of Engineering at Abacus.
Thycotic Secret Server software enables enterprises to discover, store, secure and manage privileged account passwords while streamlining the management process. As Abacus Group accelerated its growth adding more and more clients, Secret Server proved its value in scalability, flexibility and
Centaur Fund Services, an independent fund administrator, has expanded its US footprint with the opening of a new office in Fair Lawn, New Jersey.
This expansion is in response to the growing demand for independent fund administration solutions from North American hedge and private equity funds.
Centaur has also hired two industry specialists who will work closely with Centaur US CEO, Des Johnson, to lead the US operations.
Mase Kazemi joins Centaur as Head of Fund Accounting for Centaur US. Mase brings more than 12 years of experience in management positions in Portfolio Accounting and Operations. Leslie Dewhurst, who
NaviCom International Investment, a New York and Hong Kong-based provider of wealth management and alternative investment solutions, has extended its technology platform to provide private investors with entry-level access to alternative solutions that are typically reserved for institutions and ultra-high-net-worth investors.
While entry-level capital requirements have been reduced to align with the capabilities of individual investors, accreditation requirements will continue to apply on a case-by-case basis.
“Alternative investments are an important aspect of how we allocate assets across our private investor portfolios. We have experienced an increase in exposure to alternatives as private investors begin to shift a percentage of
Gen II Fund Services, an independent, US-based private equity fund administrator, has passed USD200 billion in assets under administration (AUA).
“Achieving this milestone is a direct result of the commitment of our entire team to deliver for our clients at the highest levels of service. Gen II’s clients value our partnership approach to relationships, deep industry knowledge and sole focus on private equity fund administration. Our clients gain exceptional value from our dedication to industry-best performance and significant reinvestments in our business,” says Steven Millner, Gen II Managing Principal.
Gen II now services over 110 fund sponsors spanning the
Agorai, an integrated marketplace for Artificial Intelligence (AI) tools and data assets, has committed to invest GBP20 million in the UK AI market.
The company says the investment will help accelerate the economic benefits that can be generated by leveraging the power of AI and its ability to transform society and positively impact the UK economy. The multi-year investment announced today will be distributed over the next five years. It will span the AI ecosystem by focusing on three key areas: education, empowerment, and entrepreneurship.
“This is a vote of confidence in the UK. AI has the potential to
Specialist insurance provider, CFC, has launched its first insurance solution for financial institutions. CFC’s Investment Management Insurance (IMI) policy is the first in a suite of products designed to address the challenging risk environment faced by investment managers.
Combining its heritage in cyber and technology insurance with expertise in financial institutions, CFC’s IMI product knits together the traditional cover that investment managers require with comprehensive cover for emerging risks including cyber and kidnap and ransom, into a single policy.
Cover is provided for management liability, professional liability, crime, and regulatory investigations, and cyber coverage can be easily added on
Lawson Connor is offering existing and new clients exclusive opportunities to join WeWork, a space and services provider with a presence in 50 metropolitan locations.
WeWork provides flexible workspaces and scalable business services and currently has more than 250 physical locations in over 74 cities and 22 countries around the world.
This new offering is being added to Lawson Connor’s existing range of business services which includes: Outsourced Investment Management Services, Regulatory Hosting, Compliance Software, Managed Compliance, AML Services and Company Secretarial Services.
Alex Garabedian, Strategy & Operations at Lawson Conner, says: “We are excited to launch this new
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
