Ocorian, the C.I.-based administrator, has formed a collaboration with Bartsch, a German tax and corporate services provider. Ocorian’s real estate, infrastructure, private equity, and corporate clients will now benefit from Bartsch’s expertise in tax and accounting services tailored for institutional investors, asset managers, and family offices.
Category: Product
Citco opens in Japan
Citco, the asset servicer to the alternative investment sector, has launched Citco Japan Co KK. Citco has >USD2trn AuA and offers a suite of middle-office and back-office services to alternative investment companies. Citco Japan Co KK will operate as Citco’s local operational headquarters in the region. The team will offer fund accounting, fund operations and…
Apex takes stake in Capcade
Apex has partnered with Capcade, a fintech in the private markets sector, which aims to redefine client engagement in financial services. This alliance is coupled with Apex taking an equity investment in Capcade.
Allvue launches platform for administrators
Allvue Systems, a U.S.-based provider of technology solutions for alternative asset managers and administrators, has launched Fund Administration Essentials, a suite of technology solutions purpose-built for emerging fund administrators to enhance operational efficiency and optimise the investor experience. The solution is tailored for emerging fund administrators to provide support for GPs and their investors. Fund…
IQ-EQ gets DIFC fund services licence
IQ-EQ has been granted a licence to offer fund administration services in the Dubai International Financial Centre (DIFC). This follows the opening of IQ-EQ’s office in the DIFC in 2023, and the granting of its licence to offer corporate services. The fund service licence will allow IQ-EQ to offer its full suite of investor services…
FundGuard launches implementation training
FundGuard, the provider of a cloud-native, AI-powered multi-asset and multi-book investment accounting platform, has launched an implementation partner training program. Meradia, an operations and technology consultant for the investment management industry, is the first client.
J.P. Morgan adds private markets data to Fusion
J.P. Morgan has launched Private Markets Data Solutions for institutional investors, available through Fusion by J.P. Morgan. This is a data management solution for private assets that enables investors, both GPs and LPs, to analyse and gain transparency into their complete portfolio across public and private holdings. Fusion has incorporated data from Aumni, J.P. Morgan’s…
Northern Trust links with Hamilton Lane
Northern Trust has entered into an agreement with Hamilton Lane, a private markets investment management firm, to provide its proprietary software Cobalt LP and integrated services to Northern Trust’s asset servicing clients. Under the agreement, Northern Trust will offer clients access to Hamilton Lane’s private market data, analytics, and tools through its suite of Northern…
Manaos links to ResearchPool
Manaos, the BNP Paribas-owned ESG platform, has established a deal with ResearchPool, designed to deliver a comprehensive suite of tools that help institutional investors log, monitor and report on ESG engagement. This partnership will integrate engagement data with reporting solutions required for compliance with EET, LEC29, and SRI Label standards. By leveraging ResearchPool, investors can…
Hazeltree partners with Necto
Hazeltree, a provider of cloud-based treasury and liquidity management solutions for alternative fund managers, has struck a partnership with Necto API, a fintech serving corporate finance and treasury departments by aggregating bank APIs. This collaboration will enable Hazeltree to enhance its global bank connectivity network, helping its clients access a broader range of financial data…