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Agecroft Partners specialises in consulting and third-party marketing for hedge funds. Its objective: to raise assets globally for institutional quality hedge fund managers by utilising a consultative approach within the institutional investor community.
The firm was founded by Don Steinbrugge (pictured), who has 28 years of experience in the institutional investment management industry. The six senior professionals at the firm pride themselves on having strong investment and industry knowledge giving them significant credibility with large institutional investors. The partners average over 16 years of industry experience and a majority of their partners have previously worked for multi-billion dollar alternative investment firms.
It’s been a barnstorming last few months for London-headquartered Peregrine Communications with some strong client wins including Acadian Asset Management, Wells Fargo Asset Management, Mirae Asset Global Investments and Rogge Global Partners.
2014 is set to be another stellar year as the firm seeks to cements its reputation in the US through the establishment of a New York office.
“We are the only integrated marketing and communications firm globally that is focused purely on asset management and we now have our team located in both London and New York. Media relations veteran Peter Roche has been appointed Executive Director for
DMS Offshore Investment Services (‘DMS’) was established in the Cayman Islands by Don Seymour (pictured) in 2000. Over the past 14 years it has grown into one of the industry’s leading fund governance firms with over 200 people. “It’s been a 14-year overnight success,” says Seymour with tongue firmly in cheek.
Prior to establishing DMS, Seymour was the chief regulator of hedge funds at the Cayman Islands Monetary Authority (CIMA). It was there that Seymour noticed that many fund directors didn’t view themselves as being in the risk management business.
“The mission of DMS was to realise the fact
The last few months have been a flurry of activity for Cordium. In December 2013 it acquired Sigma Partnership, a London-based compliance and accounting firm. This was followed by the acquisition of HedgeStart in January 2014, a multi-service provider to the hedge fund industry. Then last month Cordium acquired Zodiac Advisory Services, a Malta-based provider of compliance, risk, accounting and governance services.
“We’ve integrated the former HedgeStart compliance team into Cordium’s existing compliance team and added the former HedgeStart services to our offering. We now have the ability to offer guidance and help for clients who need tax –
What is perhaps different to today’s start-up manager as compared to five years ago is the need to launch with greater amounts of capital. Moreover, they are doing so with a greater awareness of the need to adopt best practices from day one to stand a chance of attracting institutional dollars.
This trend plays to the strengths of firms like Anchin Block & Anchin.
“Many managers who don’t have to register with the SEC from the outset (provided they have less than USD150m of gross assets) are adopting a best practice approach and essentially running their business as if
Deutsche Börse Cash Market provides listing, trading and clearing services to issuers, intermediaries and investors. In addition, it provides efficient access to the capital markets, supports the latest trading techniques and provides an ever-growing range of tradable securities such as stocks, exchange traded funds, bonds, warrants and certificates. Xetra, one of the leading market places for securities in Europe, is run by Deutsche Börse Cash Market.
Approximately 240 European banks and brokerage firms admitted to the Frankfurt Stock Exchange and about 200 participants from partner exchanges from a total of 18 countries including the United Arab Emirates and Hong Kong
SunGard’s cloud-based Hedge360 bridges the gap between front-, middle- and back-office operations and supports the full investment lifecycle for alternative investment fund managers.
The platform presents managers with a bigger picture. Rather than using specific SunGard products such as Front Arena, VPM, APT, etc, Hedge360 amalgamates everything under one roof.
“When a hedge fund manager starts a hedge fund, they need a Portfolio Management System (PMS) that is able to provide real-time P&L and desk level risk. PMS will enable the hedge fund managers to start trading and build a track record for their investments,” explains Dae Kim (pictured),
Advent Software has recently launched a new online community to bring the power of collaboration directly to hedge fund managers. Advent Direct Community is part of the Advent Direct initiative being rolled out by the firm, a cloud platform that allows clients to tailor and consolidate workflows from front to back.
“We’ve always had online resources for clients. This used to be called Advent Connection where users would log in and access product resources, learning manuals, attend classes, download software etc,” comments Roger Woolman (pictured), senior solutions consultant at Advent.
“Now we have Advent Direct Community. It’s part of the
New York-based Liquid Holdings offers a significant real-time risk management solution to the hedge fund community. Its cloud-based Liquid platform integrates portfolio and risk analytics by leveraging the firm’s heritage in bringing next generation technology expertise to the hedge fund community.
The days of providing end of day risk reports are fast disappearing. Institutional investors will no longer accept that an intra-day market dislocation may create a significant downside event. They are looking for risk exposure to be run alongside portfolio management and that pre-trade compliance controls are giving front-office teams the ability to predict potential dislocations.
“Hedge fund
Amsterdam-based hedge fund seeding firm IMQ is ready to embark on a new initiative as its current IMQubator fund begins to reach the end of its seven-year investment lifecycle; the fund will be liquidated in December 2015.
That initiative is something Jeroen Tielman (pictured), CEO and founder of IMQ Investment Management, refers to as a “Hybrid relationship Platform” whose sole purpose will be to provide acceleration capital to small and medium sized hedge managers.
It is being aimed at global asset allocators who are looking to not only increase their exposure to alternative investments but who want closer partnership-type
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