Palmer, the UK-based private capital administrator, has launched an operation in Madrid, Spain. The local team will be led by Manuel Rodríguez and Pilar García. Palmer recently received regulatory approval to operate in the Channel Islands.
Category: Product
Ocorian completes Bovill deal
Ocorian, the C.I.-based provider of financial and corporate administration services, has completed the acquisition of Bovill, a UK-based specialist regulatory consultancy. Bovill is a global financial services regulatory partner to over 580 clients with offices in the UK, Singapore, Hong Kong and the U.S. Bovill’s team of over 80 specialists will combine with Newgate, Ocorian’s…
Ocorian partners with Goji
Ocorian, the C.I.-based fund services provider, has partnered with Goji, the Euroclear-owned provider of investor platform technology and services, to enable alternative asset management clients to manage the entire investor lifecycle. Ocorian’s digital platform, provided by Goji, will offer alternative asset managers an end-to-end solution to streamline the investment process from onboarding and KYC to…
Palmer gets green light in Jersey
Palmer, the UK-based fund administrator focused on the private capital sector, has received regulatory approval in Jersey, C.I. Palmer partnered with Carey Olsen, the law firm, to support it through the approval process.
Ocorian partners for ESG reporting
Ocorian, the C.I.-based administrator, has formed a partnership with Treety, an ESG SaaS solution provider specialising in private markets. Ocorian will now offer a suite of ESG reporting tools to its fund services clients, including customised dashboard and analytics, sustainability risk assessment mapping, SFDR annex and disclosure templates, and ESG/impact data collection and approval flows.
Alter Domus launches new PA service
Alter Domus, the Luxembourg-based provider of fund administration, private debt, and corporate services for the alternative investment industry, has launched its Key Client Partnerships (KCP) practice to help private markets firms scale their middle- and back-office infrastructure. The KCP approach is centred on investing in long-term relationships with clients, covering everything from migrating products from…
IQ-EQ expands in France
IQ-EQ has expanded its real estate service with the extension of its AIFM licence in France to include real estate. The firm is now able to act as AIFM in France for all alternative asset classes.
Gen II partners with Canoe
Gen II Fund Services, a U.S.-based private capital fund administrator with >USD1trn AuA, has formed a partnership with Canoe Intelligence, the fintech supporting alternative investment intelligence for institutional investors, capital allocators, wealth managers, and asset servicing firms. Gen II will leverage Canoe’s technology to continue innovation in automating the receipt, retrieval, and document management of…
Apex merges ESG businesses
Apex has merged two of its ESG businesses to form Holtara, led by the group’s head of ESG product, Emma Bickerstaffe, reporting to Chris Mulhern, chief product and technology officer at Apex. Holtara currently supports >3,400 investment managers and companies in over 50 countries. The Holtara platform, ESG Advantage, is designed to simplify and streamline…
Alter Domus works with Temenos
Alter Domus, the Luxembourg-based provider of fund administration, private debt, and corporate services for the alternative investment industry, can now support the launch and ongoing administration of open-ended and closed-ended private market funds, including European Long-term Investment Funds (ELTIFs), with liquidity management services. The new capabilities will be supported in part by a partnership with…