Solutions
Euronext has announced a raft of measures to facilitate market access for mid-caps, which will take effect on 19 June 2017.
Euronext market names will be changed for easier identification and definition of its listing and service offering towards issuers.
The Free Market will become Euronext Access, and will stand as the gateway for companies seeking simplified access to listing. Euronext Access is fully integrated into Euronext’s commercial offering.
Alternext will become Euronext Growth, a market dedicated to mid-caps with listing requirements adapted to their specific needs. Euronext intends to register this MTF as an SME Growth
Thomson Reuters has launched the SIA Bookbuilding application on its flagship desktop platform Eikon, offering sell-side professionals a new fully integrated application for the IPO syndication and distribution process.
SIA Bookbuilding is available through App Studio, Eikon’s third-party development platform.
With SIA Bookbuilding, developed by SIA, investment banks can directly manage deals such as initial public offerings, follow-ons and convertible bonds by exploiting simultaneously Thomson Reuters investor ownership data, league tables, news, and a wealth of research and analytics.
The availability of both financial data and execution functionality on one platform creates an effective integrated transaction workflow
Mourant Ozannes’ investment funds team has established the first five Jersey Private Funds (JPF) since the new regime came into effect last month.
Introduced by the Jersey Financial Services Commission, the new JPF product has been designed to rationalise and consolidate Jersey’s private fund regimes for funds offered to up to 50 professional investors.
Mourant Ozannes partner Dan Birtwistle (pictured) says: “In a buoyant fund raising market, the new JPF regime has quickly been seized on by existing and new clients alike as an effective, streamlined and proportionate product for privately offered alternative investment funds. The speed and
Vistra, a corporate service provider of international incorporations, trust, fiduciary, private office and fund administration services, has acquired the compliance division of Foster Raffan, a boutique chartered accounting firm based in Sydney, Australia.
Commencing business under the current owners in 1995, Foster Raffan provides accounting and tax, audit, and wealth management services.
The firm commenced business under the founding partners in the 1970s. The compliance division has grown in the past 20 years as one of the leading business units within the firm, providing accounting, business planning and monitoring, payroll and company secretarial services, superannuation administration and tax
Ogier has acted as Luxembourg counsel to Paladin Capital Group on the structuring and launch of a fund investing in and developing global cyber security assets.
The Luxembourg-based European Cyber Fund, whose cornerstone investors include side-by-side commitments from the European Investment Fund (EIF) and Luxembourg Future Fund, is managed by Paladin and invests in cyber security companies throughout Europe and worldwide.
Paladin has offices in both Europe and the US and works closely with governments, universities, research and development companies and entrepreneurs in the cyber security domain. Since its inception, it has committed more than USD1 billion across multiple
How prepared is your firm to handle the aftermath of a security incident? If you haven’t documented your firm’s safeguards, then you may find yourself in hot water. Written Information Security Plans (WISPs) are must-haves in our security-focused culture – just ask your regulators and investors. Below are some insights into the development and maintenance of WISPs.
What is a WISP?
A WISP is a formal documentation of a firm’s plans and systems put in place to protect personal information and sensitive company data. It includes both administrative and technical safeguards and identifies confidential information, where it is located, how
Trident Trust, an independent provider of corporate, trust and fund services to the financial services sector worldwide, has implemented Linedata’s transfer agency and reporting solution Mshare.
Trident Trust is using Linedata Mshare and Linedata Reporting initially in Guernsey, Malta and Luxembourg as part of an ongoing programme to further enhance its fund administration offering.
With over 400 funds under its administration worldwide, these solutions are enhancing Trident Trust’s ability to operate across multiple jurisdictions and a range of diverse asset classes. The platform provides hedge fund, private equity and partnership accounting capabilities, together with an intuitive profit and loss
Regan Capital, a fixed income trading and registered investment firm, has selected and implemented Fund Studio as its portfolio management system.
Fund Studio, the flagship product of Objecutive, is a SaaS application that provides middle and back office functionality to the buy side community.
Regan Capital was founded by Skyler Weinand in August 2011 with USD2 million in capital, and has grown to close to USD400 million in assets under management. About 90 per cent of Regan Capital’s portfolio is invested in residential mortgages, both agencies and non-agencies, and the rest of the portfolio is in municipals, CMBS, equities
First Global Data has partnered with The Money Cloud (TMC) to add global foreign exchange (FX) comparison and purchasing services to its offering.
TMC considers itself the "Trivago of FX", currently providing FX comparisons between companies. TMC will integrate to First Global's mobile wallet to provide foreign exchange services to 140 countries.
TMC will also promote First Global's mobile wallet and payment services to TMC clients across Europe.
Foreign exchange is by volume the largest market in the world. According to the Bank for International Settlements, deliverable foreign exchange is in the region of USD177 trillion per annum (2015).
The life of the Chief Compliance Officer is not getting any easier with respect to the many regulatory and compliance demands placed on today’s alternative fund management community.
Dealing with diverse issues ranging from tax compliance (in the form of FATCA and Common Reporting Standards) to cybersecurity developments and upcoming regulation in Europe including MiFID II and the General Data Protection Regulation, as well as orchestrating the investor onboarding experience and ongoing compliance commitments, is enough to keep any CCO awake at night.
However, a practical approach that combines technology with effective communication with the appropriate people can lead to
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