Tag: fund administration

Zeidler Group has turned its attention to one of the most significant shifts in UK retail fund disclosure in years, using the latest episode...

Fund administrators are facing a new form of scrutiny as CRS 2.0 raises the bar for tax reporting and compliance. Increasingly, the pressure is...

Key global WealthTech investment stats in Q2 2026: Global WealthTech deal activity dropped 10% YoY in Q2 US extended dominance as the leader in...

bunch, the AI-native fund operations platform serving private markets, has agreed a strategic partnership that will see it become a shareholder in Luxembourg Fund...

For investment managers operating across multiple jurisdictions, FATCA and CRS reporting is rarely as straightforward as simply delegating the work to a fund administrator....

For many financial institutions, another FATCA and CRS reporting season has either concluded or is in its closing stages. The deadlines may vary by...

Key European WealthTech investment stats in Q1 2026: European WealthTech deal activity grew by 21% YoY in Q1 UK companies secured 43% of all...

More than a decade since FATCA and CRS were introduced, fund administrators have become the operational backbone of investor tax compliance across global fund...

On the surface, FATCA and CRS compliance appears to be working. Deadlines are being met, frameworks are understood, and processes are in place across...

Expanding into Latin America is an increasingly important move for global asset managers seeking to diversify their institutional investor base. One globally recognised asset manager,...