Solutions
Koger has enhanced its compliance technology to provide a comprehensive tool for financial crime prevention. The company’s KURE software handles all aspects of Anti-Money Laundering and Know Your Client (AML/KYC) due diligence, as well as complete Customer Lifecycle Management (CLM).
Koger provides software for investor services, compliance and business process management, serving global financial institutions, banks and asset managers including hedge funds, private equity funds and mutual funds. The company’s technology supports more than 8,000 funds with USD2 trillion in assets.
The software is built on three interrelated states of compliance – onboarding, due diligence and off-boarding – and
OppenheimerFunds has partnered with the Chartered Alternative Investment Analyst (CAIA) Association to develop specialised alternative investment training for the firm’s client engagement teams and further serve the needs of high net worth (HNW) clients.
In October 2017, OppenheimerFunds announced a joint venture with The Carlyle Group to provide global private credit solutions and deliver long-term income capabilities to HNW investors. The specialised alternative investment training from CAIA will be its first comprehensive program to include private credit focused education and will be made available to OppenheimerFunds consultants serving HNW teams as part of the joint venture initiative.
“Bringing the highest
Transparency Capital has launched a new platform which is aiming to provide private investors with access to major European private equity fund managers for just EUR150,000.
The concept of Transparency Capital SCA is to pool private investors’ demand by means of a bond issue in order to attain the minimum investment threshold required by the private equity funds. These private investors can then have access to the performances of the best funds. Furthermore, Transparency Capital charges annual management fees of only 0.7 per cent, thus allowing the subscriber to benefit from practically all the performance of the fund selected.
SALI Fund Management, a specialist in the creation and administration of Insurance Dedicated Funds (IDFs), has secured a growth capital investment from affiliates of Long Ridge Equity Partners LLC.
Proceeds from the financing will be used to further invest in growth initiatives and to provide partial liquidity to retired shareholders and will allow active shareholders to continue to invest in the business. The day‐to‐day operations and decision making of SALI will remain unchanged with the firm’s Managing Principal, Thomas A Nieman (pictured), continuing to lead the organisation.
Founded in 2002, SALI administers IDFs for a broad range of alternative
Baum Capital Partners (BCP), a private investment firm that provides equity capital and strategic resources in support of dynamic companies in the lower middle market, has selected PEF Services to provide operational and fund administration services.
Working in close partnership with entrepreneurs and managers, BCP invests in technology-enabled and service-based businesses with exceptional prospects for growth. Baum Capital Partners (www.baumpartners.com) focuses on opportunities in which a financial partner is being sought to solve a corporate or ownership need, including investments to support growth, facilitate ownership transitions or enable management-backed recapitalisations.
“BCP elected to outsource fund administration to allow us to
Ramón van Heusden has seen a lot of changes in real estate investing over the last 14 years he has worked in Luxembourg. Over that time, van Heusden has held three different roles, each one of which has involved working with international real estate and private equity funds.
“What I’ve seen over the last couple of years, in particular, is an exponential growth in clients moving to large single platforms with a lot of connectivity to other systems, moving away from holding and managing data in multiple systems and specific silos,” says van Heusden (pictured), now Head of Client Services
Omnes has been selected by MEDEF, France’s largest employer federation, as a partner for the MEDEF Accelerator of Investment (MAI) platform aimed at financing SMEs.
Omnes supports MEDEF’s initiative to make it easier for SMEs to access long-term financing and is joining the MEDEF Accelerator of Investment (MAI) platform. MAI was launched in October 2017 with the aim of helping SMEs to find finance tailored to their growth needs by linking them up to long-term investors (crowdfunding websites and private investment funds). Eighteen investment funds have already been indexed, mobilising more than EUR1 billion to help grow SMEs.
This
Capitama, a new direct private investment platform for sophisticated and professional investors, is now up and running.
The platform has been designed to bring sophisticated and professional investors and deal sponsors together; enabling investors to find investment opportunities from experienced investment professionals and management teams according to their preferences and risk appetite. The platform also helps investment sponsors and management teams of high growth companies to source investors and co-investors in a more efficient way.
Capitama has different investment areas to meet a variety of different types a sophisticated investor may be interested in. This includes Early-Stage (post-revenue fast
CSC, a specialist in business, legal, tax, and digital brand services, has expanded its special purpose entity (SPV), independent director, and fund administration business in the US to the structured finance and private equity markets.
CSC provides clients with a comprehensive range of services including outsourced fund administration, debt capital markets services, SPV management and administrative services, and agency services. CSC’s team specialises in customised services from pre-closing through to completion of transaction.
“We’re very happy to be expanding these service lines through our global brand—services that were previously only marketed through our Delaware Trust business,” says CSC Global
Fund administration for the alternatives industry is approaching a tipping point, with mounting industry headwinds leading many fund managers to outsource middle-and-back office processes to achieve greater operational efficiency and scalability.
That’s according to Citco’s Spring Industry Spotlight, which identifies the most significant issues and trends within the asset services industry for the year ahead in the following sectors: private equity, tax, real estate, hedge funds and private debt.
Private Equity: The greatest growth over the past several years has been in real assets – primarily from private equity and real estate funds. While investor allocations to these asset
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
