SEC and CFTC propose amendments to reduce private fund reporting burdens
Regulators propose changes to Form PF, including higher filing thresholds and streamlined requirements, while maintaining systemic risk monitoring capabilities.
Fund Administration
Equip Super selects Apex Group as administrator
Mandate win sees Apex Group replace incumbent administrator as fund targets digital uplift and long-term operating model transformation.
Northern Trust wins middle-office and fund admin mandate with Moorstone
Custodian’s hedge fund services will provide a full suite of solutions through its Omnium platform.
Standard Chartered mandated for LionGlobal Singapore’s Physical Gold ETF
The structure reflects continued demand for physically-backed gold products, as well as Singapore’s growing role as a regional centre for precious metals trading and custody.
Fund services round-up: Apex Group, Marex, Aztec and more…
This week’s fund services round-up features Apex Group, Marex, Aztec, Ultimus, Equity Trustees and Suntera Global
Alchelyst and Lyra Client Solutions complete merger
Joan Kehoe, founder and CEO of Alchelyst and former global head of alternative investment services at JP Morgan, will lead the combined company.
Fund services round-up: Apex Group, Waystone, Ocorian and more…
This week’s fund services round-up features Apex Group, Waystone, Ocorian, FundBank, Broadridge and AYU.
Alter Domus wins $30bn servicing mandate with Bain Capital Credit
Appointment covers middle- and back-office support for more than $30bn in global liquid and structured credit portfolios.
Pictet Asset Services mandated by Pareto for UCITS custody
Appointment covers Luxembourg-domiciled Pareto SICAV across multiple European distribution markets.
Global Custodian and TMF Group launch new survey on managing complexities in private market incentives
Research project will explore how co-investment and carried interest programs are evolving, how firms are adapting to new reporting templates and regional rule changes, and what “good” looks like operationally.