Solutions
Steele Compliance Solutions has added extensive training and awareness content to its third-party compliance management software and due diligence services, through the acquisition of Compliance Wave.
Compliance Wave is a specialist in compliance micro-training content. With a client base of Fortune 500 companies, Compliance Wave provides a library of over 2,000 micro-learning & communication tools in more than 30 languages. The content provides short, engaging and retainable information that is not only fun for the end user to consume, but is highly effective in getting complex compliance concepts through in a meaningful way.
Compliance Wave adds to Steele’s already robust
German-based fund administrator optegra has rebranded as Vistra following its acquisition earlier in the year.
Specialising in auditing, tax consultancy, legal advisory, and management consultancy services, optegra has a staff of 120 professionals based in offices in Cologne, Hamburg and Munich serving clients from a range of industries, including automotive, information technology, telecommunications, health care, private equity, real estate, renewable energy, and engineering.
The scope of services provided by optegra span two of Vistra’s operating divisions, Alternative Investments and International Expansion, and will see significant growth for Vistra in Germany. Both divisions will focus on leveraging optegra’s existing network
Coinsilium, an investor that finances and manages the development of early-stage blockchain technology companies, has announced its interim results for the six months ended 30 June 2017.
The company has reported total comprehensive income, which includes fair value gain on available for sale financial assets, of GBP290,210 (H1 2016: loss of GBP258,533). The loss for the period from continuing operations reduced by 24 per cent to GBP205,378, (H1 2016: loss of GBP269,756), while the loss per share of GBP0.02 compares with a loss of GBP0.04 for H1 2016).
Available for sale financial assets amounted to GBP1.6 million at 30 June 2017 (31 December 2016:
Smartkarma, an Asia-based provider of independent investment research, has opened a new UK office to serve as a hub to build out its independent research analyst community in Europe and support its buy-side investor clientele.
Arzish Baaquie (pictured), who joined the firm in 2014 and previously led the Special Situations offering, is spearheading the growth of Smartkarma in the UK and will build a team based in Baker Street, London.
Smartkarma’s move to the UK coincides with major banking legislation, MiFID II, which takes effect in January 2018 and is forcing transparency around the supply and payment of research.
Fidelity Clearing & Custody Solutions, the division of Fidelity Investments that provides clearing and custody to broker-dealer firms, registered investment advisors (RIAs), family offices, retirement recordkeepers and banks, today released the latest report in its Fidelity Wealth Management M&A Series; ‘Insights from Independent Broker-Dealers’ (IBDs).
The report found that, year-to-date, USD136 billion in assets changed hands among Independent Broker Dealers (IBDs) as a result of five deals. This compares to the USD80 billion spread across 82 deals among RIAs during the same time period.
The report looks at how fewer, but bigger, M&A transactions are altering the future of
By George Ralph, RFA – Firms which may be considering a move, partial or otherwise, to cloud-based services, will need to work through a checklist to ensure all the bases are covered, that the firm is not exposed to any forthcoming regulations, and that the data will be adequately protected.
It’s a common misconception that the cloud is not as secure as on-premise infrastructure. This is perpetrated by high profile stories of data breaches and compromised security, and the fear is widespread. According to Alert Logic’s Cybersecurity Trends 2017 Spotlight Report, which surveyed companies in the UK, Benelux and Nordics,
Fund and corporate services provider Alter Domus has launched a new third party AIFM management service offering, as it continues to enhance its vertically integrated range of services to the alternative funds market.
Alter Domus has signed an agreement to acquire Luxembourg Fund Partners, subject to the usual regulatory approvals from the Luxembourg regulator. On completion of the deal, Alter Domus will be able to provide set-up support, administration and management company services to international fund promoters.
Luxembourg Fund Partners was founded in 2009 by Luc Leleux and Julien Renaux as an independent management company focusing on integrated investment
Bison, a technology provider focused on developing innovative analytical solutions for the private markets, has integrated the Cobalt GP and Cobalt LP products with Ipreo’s iLEVEL platform.
Launched in 2016, Cobalt is a software platform developed jointly by Bison and Hamilton Lane (NASDAQ: HLNE), a global private markets asset management firm. Cobalt LP is used by institutional investors, including Hamilton Lane, to understand capital flows in portfolios, diligence managers and report on portfolio performance. Cobalt GP helps fund managers service clients with custom analysis, automated reporting and powerful visualisations. With the new iLEVEL integration, Cobalt’s platform fits even more easily into
Alternative assets platform CoInvestor has partnered with five major fund managers in the run-up to the height of the tax season.
Albion Capital, Amati Global Investors, Blackfinch Investments, Stellar Asset Management and Unicorn Asset Management have teamed up with CoInvestor to access the growing number of advisory firms allocating to alternative assets via the platform and comes amid increasing demand from financial advisers for a more simplified application process into tax-efficient funds.
CoInvestor is bringing alternative assets into the mainstream with its ability to remove paperwork and allow advisers to allocate online. By applying digitally, advisers benefit from
Threat Stack, provider of an intrusion detection platform for cloud, hybrid-cloud, and on-premise environments, has raised USD45 million in a Series C funding round led by F-Prime Capital Partners, the venture capital group associated with the parent company of Fidelity Investments, and Eight Roads Ventures, with participation from existing investors Scale Venture Partners, .406 Ventures, and Accomplice.
As part of the funding, which brings the total investment in Threat Stack to more than USD70 million, Gaurav Tuli of F-Prime will join Threat Stack’s Board of Directors and Davor Hebel of Eight Roads Ventures will be an observer.
“The migration
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