Solutions
Vistra, a provider of international incorporations, trust, fiduciary, private office, and fund administration services, has expanded into the Canadian market with the opening of an office in Toronto.
The expansion into Canada comes about at the same time Vistra’s Alternative Investments division was awarded a major fund administration mandate from a leading Private Equity firm headquartered in Toronto.
Commenting on the opening of Vistra’s Toronto office, Onno Bouwmeister, Group Managing Director, Alternative Investments at Vistra, says: “This is a huge milestone for all of us at Vistra and I am incredibly proud of the team from across the globe that
By George Ralph, RFA – As many firms in the alternative investment sector, and certainly many of our clients, look for new ways to improve investment strategies and drive efficiencies in their businesses, against a backdrop of strict regulations and compliance requirements, investment in technology and innovation continues to rise.
Whilst automation of workflows and business processes are not new concepts, the introduction of robotic process automation (RPA) is fairly new and is gathering rapid pace in the media.
RPA utilises software bots to automate routine and repetitive tasks to increase business productivity, challenging how businesses operate. It sounds incredibly
ACA Compliance Group (ACA) is to acquire Cordium, a provider of governance, risk and compliance (GRC) services. The financial terms of the transaction, which is expected to close this summer, subject to regulatory approvals, have not been disclosed.
The complementary strengths of both firms will ensure that clients will have access to the highest calibre regulatory consultancy services and technology – and will serve as the springboard for further product innovation and global expansion. The acquisition also will expand ACA’s services in Europe to include Cordium’s regulatory hosting platform, Mirabella, and a post-Brexit EU office.
Robert L Stype, CEO
Alternative investment firm Angelo, Gordon & Co has selected Intapp Terms to track and manage side letters, limited partnership agreements (LPAs) and other investor contracts.
Angelo, Gordon’s investor relations and compliance teams will use AI-assisted technology from Intapp to categorise the terms specified in each LPA and side letter as new clients are on-boarded, and then employ Intapp Terms to search and check individual investor requirements, and efficiently ensure compliance with those requirements.
The Intapp Professional Services Platform will also automate alerts to relevant employees or departments when information needs to be disclosed to investors, or when any other
Agio, a provider of managed IT and cybersecurity services, is to launch Agio SkySuite, a fully-hosted public cloud productivity and cybersecurity suite tailored for small and emerging alternative investment firms.
SkySuite is the first and only program of its kind, providing emerging funds with a fully-hosted infrastructure in Microsoft Azure’s Public Cloud. The program is an outgrowth of Agio’s ongoing partnership with Microsoft Azure, a leading public cloud service.
A comprehensive IT and cybersecurity solution, SkySuite is designed specifically for emerging funds and startups that may lack the necessary in-house resources to develop and manage their own infrastructure within
In mid-March, we published the first of a two-part article series with SEI Investment Manager Services on how a top-down, bottom-up solution can go some way towards helping fund managers grapple with regulatory compliance demands as efficiently as possible.
Swarm Fund, the blockchain for private equity, has announced its second Real Estate fund, the Viejo San Juan Comunidad RE Holdings Fund.
The fund, available to Swarm Fund’s accredited investors, will target redevelopment of property and other projects in the ‘Old San Juan’ section of San Juan, Puerto Rico, serving both the traditional community housed there and the new ‘crypto community’ beginning to emerge, with a focus on market-rate office space, short-term residence and other properties.
The real estate asset-backed fund, which was opened last year, is led by the management team of Stephen Inglis and Mercy Zayas, veterans
Guernsey’s fund sector is expecting increased interest in its Private Investment Fund following a change in its rules and guidance.
The move from the Guernsey Financial Services Commission was announced last week, removing the need for a licensed investment manager to warrant an investor’s ability to sustain financial loss, replaced by a declaration, which places a lesser burden on the manager.
“The FAQs provide a most welcome clarification to the PIF regime which we expect to end any ambiguity about the nature and extent of managers’ responsibilities,” says Craig Cordle, Group Partner at law firm Ogier.
The PIF
Investors in the Assetz Capital platform are yet to be convinced by cryptocurrencies, with just 16 per cent seeing them as worthwhile investments.
The peer-to-peer lending platform canvassed the views of its investors in the Q1 Assetz Capital Investor Barometer. Some 43 per cent believe the entire market is on the brink of collapse, while 40 per cent feel cryptocurrencies are still too immature at present with significant risks attached. Only 14 per cent feel it is a worthwhile investment but only in moderation, with just 2 per cent thinking it is the future of investments.
This follows a
Los Angeles private equity firm Century Park Capital Partners has selected PEF Services to provide fund administration services.
Century Park specialises in facilitating owner liquidity, supporting business expansion, and bringing industry and operational resources to build stronger, more successful middle market businesses. Since its establishment in 2000, Century Park has invested in 58 companies with a total aggregate enterprise value of USD1.6 billion.
“PEF’s exceptional reputation for providing superior service to its clients, coupled with solutions that allow us to scale, were key factors in our decision,” says Martin Sarafa, Managing Partner of Century Park Capital Partners. “Partnering with
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12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
