Solutions
Intelliflo has integrated its financial adviser business software, Intelligent Office (iO), with Jitterbit to streamline access to its new Open API facility.
Through Jitterbit’s Harmony integration platform, Intelliflo, which is majority owned by private equity firm HgCapital, will offer a range of intuitive user interface and integration starter packs that will make it easy for everyday users to connect third party applications with iO in seconds, automating common tasks across different systems.
Rob Walton, COO of Intelliflo says: “Open API delivers a world of possibilities for our clients and third party suppliers, but it can be daunting for those who
Guernsey is the global finance industry’s number one choice for non-UK entities listed on the London Stock Exchange (LSE).
LSE data shows there were 124 Guernsey-incorporated entities listed on the Main Market and AIM at the end of 2016.
Guernsey added nine new entities to the LSE markets during 2016, which is the same number as its two nearest competitors combined, excluding the UK. Those Guernsey entities included Hadrian’s Wall Secured Investments, the first investment company to list on the LSE’s Main Market in 2016; and VinaCapital Vietnam Opportunity Fund, which completed its migration from the Cayman Islands to
The Citco Group of Companies has launched an automated system to assist its private equity firm clients with the various ILPA fee reporting requirements.
ILPA's fee transparency initiative is a broad-based effort to establish more robust and consistent standards for fee reporting and compliance among private equity investors, fund managers and their advisers.
Citco has developed a tool that automates the ILPA fee reporting process, offering a more efficient solution that replaces a time-consuming, excel-based method.
Nick Perros (pictured), head of private equity and real estate services, says: “Our new ILPA Fee Reporting tool stems directly from Citco’s
Alternative Investments Forum (AIF) has appointed veteran institutional investor Melissa Waller as president of its newly formed AIF Institute.
The AIF Institute is the branch of AIF dedicated to educating institutional asset owners about the use of alternative investments such as private equity, private credit, hedge funds, real estate and real assets to achieve their portfolio objectives.
Waller (pictured) joins AIF following her service as deputy treasurer and chief of staff for the North Carolina Department of State Treasurer, where she oversaw strategic planning, operations, policy implementation and a staff of more than 400 employees. The North Carolina Retirement Systems,
Bloomberg BNA has released a new tax management portfolio that focuses on tax considerations for structuring estate planning transactions with carried interests in hedge funds and private equity funds.
The portfolio, Wealth Planning with Hedge Fund and Private Equity Fund Interests and Related Section 2701 Issues, was written by attorneys Todd Angkatavanich, David A Stein and Andrew Haave of Withers Bergman.
The amount of capital under management by private equity and hedge fund managers continues to increase dramatically and, under the current US transfer tax regime, that wealth can be subject to significant taxation either at death or when otherwise
SEI has launched SEI Trade, a cloud-based solution that automates the process of handling, documenting and tracking investors’ private fund transactions.
SEI Trade is designed to help private fund managers upgrade the investor and financial adviser experience, while streamlining a notoriously inefficient and error-prone set of processes.
It offers digital document management, workflow automation, intelligent form completion, and real-time tracking and transparency of investor transactions. It streamlines and simplifies all steps in the fulfilment, transaction, and on-boarding processes.
SEI Trade is a component of the company’s global operating platform and as such, has the flexibility to handle all major
Royal London Asset Management has selected the Confluence’s Unity NXT AIFMD Annex IV transparency reporting solution to support the company’s growing alternative investment fund business.
The Alternative Investment Fund Managers Directive (AIFMD) regulation covers hedge funds, private equity, real estate and other Alternative Investment Fund Managers (AIFMs) in the European Union. The directive requires all AIFMs to obtain authorisation, and make various disclosures as a condition of operation in the region.
Confluence's AIFMD Transparency Reporting technology-enabled service allows asset managers to gain control over this undertaking – from the collection of data, the calculation of answers, the approval of the
The pace of technological change is unrelenting. The Internet of Things and the rise of the gig economy are changing the way that businesses and consumers interact with each other. It is therefore incumbent upon the asset management industry to embrace technological change and reimagine what is a tried and tested business model. More than ever, fund managers are having to innovate to operate more efficiently, more transparently, and in closer harmony with their end investors.
As this report will show, there are five disruptive technological trends (as defined by five key companies) today that have, over recent years, prompted global
Indus Valley Partners (IVP), a provider of technology solutions to alternative asset managers, has launched IVP for Private Equity, an end-to-end solution designed to manage portfolio companies, deals, cash flows, water falls and expenses under one platform.
IVP for PE integrates the front, middle and back office across a single deal management platform, while combining in-built in deal analytics, centralised portfolio company data collection, predictive analytics, scenario analysis capabilities coupled with core data management functions to ensure accuracy, consistency and audit trails across data sources.
"PE firms are feeling the inherent limitations of reliance on excel,” says Gurvinder Singh (pictured),
Eurex Global Securities (EGS) has signed an exclusive agreement with DKG Group for trading on its new advanced and streamlined dark pool trading platform, the European Global Trading Platform (ETGP).
Dark pool trading began to emerge in early 2000s, mainly thanks to the nature of private equity trading and the fact that it allows large institutional investors to buy a large number of stocks without attracting the attention of other public investors. EGS recently announced the agreement with DKG, and will start stock trading activities at the end of this year as part of a global expansion of the stock
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12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
