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Solutions

Timothe Fuchs, Fuchs Asset Management
Fuchs Asset Management SA is a family-owned group located in three jurisdictions: Luxembourg, Belgium and Switzerland. It has roughly 160 people and operates five different business lines: wealth management for UHNW individuals, family office services, brokerage of life insurance products, trading execution & support via its dealing desk and third party management company services.  With regards to the third party ManCo, Fuchs Asset Management sits plum in the mid-market and looks to partner with entrepreneurial fund managers eager to grow their business.  As CEO Timothe Fuchs explains, at present there is a barbell effect happening within the market. At one
Maureen Quill, UMB
UMB Fund Services (UMB) has endorsed the Institutional Limited Partners Association’s (ILPA) best practice principles and reporting templates for the private equity space, which help promote reporting consistency and transparency for limited partners. UMB is among a select group of fund administrators to endorse the ILPA reporting standards.   “Implementing these new template standards and best practices will aid in furthering standardised reporting processes for limited partners and ultimately providing the transparency many private equity investors are now desiring,” says Maureen Quill (pictured), Chief Operating Officer at UMB Fund Services.   UMB’s proprietary accounting system, FastPro, is being programmed for
Apellis Pharmaceuticals, a portfolio company of early-stage venture capital fund Epidarex Capital, has completed its initial public offering (IPO). Apellis began trading on the NASDAQ Global Select Market under the ticker symbol “APLS” on Thursday, 9 November. Having raised gross proceeds of circa USD150 million from the offering.   Epidarex and its predecessor fund, MASA Life Science Ventures, were among the company’s earliest backers, funding the development of the company’s core technology shortly after its spin-out from the University of Pennsylvania. Sinclair Dunlop, Co-founder and Managing Partner of Epidarex, having served on the Board of Directors since the initial investment,
One year after its launch, the Guernsey-based private funds platform, The ID Register, has grown substantially with help from Carey Olsen. The ID Register is a universal investor onboarding platform created in response to the changing regulatory requirements and frustration in the funds industry at the lengthy paper-based processes for customer due diligence (CDD); it lets users create one complete Know Your Client and FATCA profile and share it securely with their counterparts.   Director of The ID Register, Tim Andrews, says: “The ID Register has doubled in size in less than 12 months by attracting clients from across the world
Clouds
By Mary Beth Hamilton – According to research firm Gartner, by 2020, a corporate “no-cloud” policy will be as rare as a “no-internet” policy is today. Cloud-first, and even cloud-only, is replacing the defensive no-cloud stance that dominated in recent years…[Additionally], hybrid will be the most common usage of the cloud.” So when it the right time for an investment firm to make the cloud move? For newly emerging investment firms, the choice to adopt a cloud-based architecture is an easy one. Few firms have a business model where an on-premise solution makes strategic or economic sense — but what about established
Bitcoin expert Nicholas Gregory, founder and CEO of London-based cryptocurrency enabler CommerceBlock, comments on recent volatility in cryptocurrency prices…  Prices of digital currencies have been on a rollercoaster ride lately but this violent volatility is actually all a bit of a sideshow.   The simple reason is that plenty of people hold billions of pounds worth of cryptocurrency right now at no risk. That’s because they are using hedging or short positions to cover losses that might occur before they are able to convert their money into pounds and pence. This is common practice for businesses using traditional currencies and
Checklist
By George Ralph, RFA – Start-up hedge funds have a lot to think about; from the crucial raising of initial capital and building up a client base, to finding the right team of people and ensuring that everything you are doing is fully compliant with every regulatory requirement.  Investopedia lists the key areas of concern for hedge fund start-ups as; building a competitive advantage, defining a clear strategy, raising capital and seed capital, pulling together a comprehensive marketing and sales plan, addressing risk management, ensuring compliance and organising legal assistance and deciding whether to use a prime broker. With my
Egis Capital Partners has selected PEF Services to support its und administration accounting, regulatory, and investor reporting requirements. Egis Capital Partners is a private equity firm focused on middle-market buyout and late-stage growth investments in the Security and Protection industry. Egis is focused on the USD550 billion global market for products and services that protect people, assets, and information. Egis targets companies in North America with Enterprise Values ranging between USD30 million and USD200 million that require a total equity investment between USD10 million and USD80 million.   With more than 75 years of collective operating and investing experience, Egis Capital Partners recognised
Pomanda PRO, an online platform which allows advisers and investors to evaluate business opportunities, connect discreetly with business owners and source mandates they would otherwise struggle to reach, has now launched. The platform links investors and professional advisers with business owners who are looking for investment, providing the tools to produce company valuations in a confidential environment.   Richard Bland, CEO, Pomanda, says: “The concept for Pomanda PRO evolved from the genuine need amongst investors and professional advisers to find a more progressive, transparent path to serious business owners who are at the right stage in their company’s evolution. Reaching
Risk management 2017
Risk management comes in many forms for private equity and alternative investment firms, with a wide range of scenarios to consider including: account technology risk; third party and supply chain risk; fraud and misconduct risk; cyber risk; compliance risk; and reputational risk. Aimed specifically at alternative investment and private equity firms, this free, lunchtime RFA risk management training session, which is being held in London on 7 and 11 November from 11:00-14:00, will give fund managers, operational and technical leaders, and board members a clear understanding of how to manage and mitigate information risk.  This three-hour session led by GDPR

Events

12 November, 2026 – 8:00 am

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