Solutions
North American mergers and acquisitions specialist Robbinex is expanding its service offerings with the launch of COSATA in response to a changing M&A marketplace.
COSATA stands for Comprehensive Strategic Analysis of Transition Alternatives. When a business owner is interested in selling or transitioning their business, the COSATA approach takes them beyond a simple valuation of their current business to identify changes that will enhance its value, and considers alternatives to selling.
“We analyse hundreds of potential buyers for every business we help bring to market, and we’ve identified there isn’t a scarcity of buyers, but a rather a general
Finles Capital is anticipating oversubscription for the EUR100 million ICO of FundCoin, the first ever ICO backed by investments in a private equity fund.
The proceeds of the ICO will be used to invest in the Finles Lowestoft Equities Fund, a Fund managed by Finles Capital Management an independent fund management boutique operating since 1977. The ICO will open up a new class of cryptocurrencies backed by a high-performance asset class rather than a single company or currency. It thus provides investors with a more diversified way to invest in blockchain through a structure that was previously only accessible to
By Ian Kelly (pictured), Augentius – The Securities Exchange Commission (SEC), Financial Conduct Authority and Monetary Authority of Singapore have all issued consultations and guidance on outsourcing. Although the regulators advised on slightly different areas, the theme is clear. With outsourcing on the up, fund managers must have defined strategies, and most importantly document these with evidence that ongoing monitoring is in place.
SEC’s consultation paper on business continuity and transition plans
The SEC issued a consultation paper last year looking at the third-parties that managers increasingly rely on. The SEC is proposing that managers are required to implement a
By Eze Castle Integration – Keeping up with the myriad of cyber security requirements expected of today’s financial firms is a daunting – and sometimes unachievable – task. This list continues to grow in size and scope, and remembering how often to perform tests or when to change passwords is a growing challenge for CTOs and business execs responsible for technology.
To assist in guiding your firm with its cyber plan implementation, we’ve outlined a basic calendar of security reminders to help you stay on track. Listed in order of frequency, here’s how often you should plan to take these
Global advisory and fund administration fund Maitland is to acquire Guernsey-based Designated Manager, R&H Fund Services (Guernsey) Limited.
Other Rawlinson & Hunter businesses in the Channel Islands, including R&H Trust Co (Guernsey) Limited, Rawlinson & Hunter Limited and R&H’s Jersey businesses, have an entirely separate ownership structure and do not form part of the transaction.
Maitland, named Best Multi-Family Office and Best Wealth Planning Team at the Wealth Adviser Awards 2017, will offer its full range of Institutional Client Services through the Guernsey office, including long-only fund administration, transfer agency, hedge funds, private equity and real estate administration services
Private equity record keeping has entered the realm of blockchain, or distributed ledger technology, with Northern Trust leading the way. And as Northern Trust’s Justin Chapman (pictured), suggests, as the technology matures, the ability to digitise the operations of larger traditional asset classes is a case of ‘when’ not ‘if’.
As announced earlier this year, the administration group has partnered with IBM Corporation to build a private blockchain ecosystem exclusively for its private equity business, bringing what has traditionally been a manually intensive exercise firmly into the digital realm. “As an organisation, we are looking to explore all innovative technologies
The ID Register, an online platform which makes the Know Your Client (KYC) process quicker, easier and more cost effective, passed its first birthday on 22 July.
Since its launch the platform has grown rapidly with more than 17,500 registered investors and 140 GPs including StepStone, Gilde, Adam Street Partners and TDR Capital. It is a revolution for the investor onboarding process in the private funds market and it is proving very popular in the US market.
Backed by leading fund administrator, Ipes, The ID Register was developed in response to the changing regulatory requirements for KYC. The UK
Ransomware threats are on the rise – WannaCry and Petya are just the beginning. To prevent future cyber threats from causing harm, financial and investment firms should employ security practices that include deep layers of protection. Here are five suggestions to keep in mind:
Back up. Unfortunately, hackers initiating ransomware attacks aren’t exactly on the up-and-up. After they’ve stolen your files and demanded a ransom, they claim files will be decrypted and restored – but those promises are typically dishonest. Odds are, even if you pay a ransom (which you shouldn’t!), your files won’t be decrypted. That means backups are
What started off as a niche trend, whereby start-up fund managers would pick more suite-based technology solutions because they lacked the capital, or manpower, to operate multiple systems, has widened out in recent times.
According to Eric Bernstein (pictured), President of Broadridge Investment Management Solutions: ”What we observe is that now mid-sized and larger hedge funds are also going best-of-suite instead of best-of-breed, for similar manpower and cost reasons. They are looking more closely at the cost of maintaining multiple systems because their margins are getting squeezed.”
The logic is that if they can get multiple functions from a single
By Robin Bedford (pictured), Opus Fund Services – As the rate of change in the fund administration industry continues to increase, the ability to remain nimble becomes of critical importance. In a period of active industry consolidation, failure to remain `relevant’ results in being absorbed into a stronger more dynamic competitor.
Opus was born at the start of the global financial crisis and after a decade of significant investment, we have transformed the fund administration world. Hedge funds and their investors have been a major beneficiary of these changes, with increasingly sophisticated services delivered at a fraction of the historical
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
