Tag: fund administration

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,...

LSEG and Apex Group, a worldwide fund services and digital solutions firm, have announced a strategic collaboration aimed at connecting private funds to LSEG’s...

For years, offshore structures were seen as the pinnacle of efficiency—offering speed, privacy, and favourable tax treatment for fund managers and investors alike. But...

Ultimus Fund Solutions has deepened its collaboration with data automation specialist Xceptor, enhancing client services, operational efficiency, and data accuracy across its fund administration operations.

Juniper Square, a provider of connected fund software and services for private markets, has announced the completion of its Series D funding round.

Ocorian has entered into a partnership with Fenergo, a leading provider of AI-powered CLM solutions. The partnership aims to support Ocorian’s ongoing digital transformation strategy...

FATCA and CRS are crucial global regulatory frameworks aimed at increasing tax transparency and preventing tax evasion. TAINA, which offers a fully automated FATCA...

Linnovate Partners, an innovative leader in asset servicing and FinTech for the alternative investment sector, has successfully closed a $40m investment commitment from SeaTown Private Capital Master Fund.