Solutions
Six time Best Global Accounting Firm, Anchin, Block & Anchin LLP is also being honoured with this year's Best North American Accounting Firm. With a staff of more than 350 and numerous specialised industry and service teams, Anchin is a full-service accounting, tax and advisory firm that provides investment companies, privately-held businesses, and high net worth individuals/family offices with a wide range of traditional and non-traditional services.
Jeffrey Rosenthal (pictured), CPA, CGMA, is Partner–in-Charge of Anchin's Financial Services Practice. "2016 continues to be a trying year for start-up funds," he says, "however, we observed a growing trend in family offices
In a new thought-provoking white paper entitled The upside of disruption – why the future of asset management depends on innovation, SEI picks out five important trends that are re-shaping the way we live our lives, both socially and professionally. SEI refers to these five trends as: Watsonisation; Googlisation; Amazonisation; Twitterisation, and Uberisation.
There is no doubt that technology, which SEI places at the heart of its operating model, has the potential to transform (or render redundant) companies in all sectors of society. The funds industry is no exception. How key players across all parts of the service chain –
IKONIC Fund Services (IKONIC) was incorporated in 2007 as a Bermuda exempted company and is a licensed Fund Administrator under the Bermuda Monetary Authority Investment Fund Act 2006.
IKONIC was founded by a leadership team with significant in-depth knowledge and expertise in fund administration. Over the years, its success has been built on the stability, professionalism and expertise of a large organisation combined with the flexibility, autonomy and character of a hands-on niche provider. IKONIC specialises in supporting hedge funds, fund of hedge funds, private equity funds and funds investing in insurance linked securities.
It currently services more than 140
New York-headquartered Imagine Software celebrated its 23rd birthday this July. Still privately owned and run by Scott Sherman, Steven Harrison, Dr Lance Smith and David Miller, Imagine has long been viewed as one of the financial industry's leading provider of real-time portfolio, risk management and regulatory systems.
Imagine supports the industry's blue-chip hedge fund managers, fund-of-funds, pension plans, money managers, asset managers – and the major banks and brokerages. Imagine was the first to offer a cloud-based ASP solution to the industry in 1999. "Today, we have a combination of functions that make Imagine the most powerful risk system in
A decade ago, there was nothing wrong with having eight or 10 vendors in place to run a hedge fund operation. But times have changed, as has technology. So much so, that established managers are increasingly looking to reduce overhead costs and complexity by consolidating the number of their critical systems into single or integrated solutions, often delivered on a hosted basis.
One of the key benefits to this is the ability to bring data from all those disparate systems together into a consolidated place where that information is actionable.
"Whether it's reference data, transaction data, portfolio information, compliance data,
Wedbush Securities was founded in 1955 and is one of the largest providers of small and midcap equity research in the US.
Wedbush Securities has the largest Equity Research platform on the West Coast comprised of over 20 research analysts, coverage of more than 250 stocks and a dedicated retail channel checking team. The award-winning Wedbush Best Ideas List, is a dynamic, actively monitored compilation of the highest conviction stock ideas among its team of analysts with respect to outperformance over the forward 6 to 12-month period.
The research team sits within Wedbush Capital Markets group and has particular expertise in market
Walkers is one of the most recognised international law firms and works with some of the hedge fund industry's largest asset managers. In total, the Group has 580 personnel, of which 250 alone are based in the Cayman Islands. "Overall, we've hired 100 people globally this year to bolster our five core practices: investment funds, finance & corporate, insolvency & dispute resolution, wealth structuring, and tax and regulatory advice," says Ingrid Pierce (pictured), Global Managing Partner at Walkers.
Pierce also notes that corporate and fiduciary services (through 'Walkers Professional Services') are a rapidly growing business for the firm since it
Global commodities broker Marex Spectron has launched NEON Platform, a trading, risk and data platform.
The platform combines three key proprietary services: NEON Trader, NEON Risk and NEON Data, with flexible connectivity (NEON Connect).
NEON offers a straightforward single technology platform for commodity traders, while a mobile device application – NEON Mobile – is also in the beta stage of development and is currently set for a fourth quarter rollout.
NEON Trader provides traders with direct market access to global commodity and financial exchanges. Additional functionality includes algorithmic commodity trading suites and intelligent execution options, leveraging off Marex
Hedge fund administrator HedgeServ and Hazeltree, a provider of integrated buy-side treasury management solutions, are teaming up to deliver enhanced middle-office treasury services to hedge funds and other alternative investment managers.
Hazeltree enhances HedgeServ’s offering related to cash management, electronic wire processing and collateral management services. HedgeServ will host Hazeltree’s technology and will complement it with an integrated middle office outsourcing and technology solution.
"Our clients are asking for a robust treasury management solution. We believe that Hazeltree offers an industry leading suite of treasury management solutions,” says Jim Kelly, HedgeServ's chairman. “We are already receiving positive feedback from
Calastone has strengthened the China-Hong Kong market link by establishing direct connectivity with Shenzhen Securities Communications Co (SSCC), a fully-owned subsidiary of the Shenzhen Stock Exchange.
Calastone is the first financial technology firm that can offer direct SSCC connectivity to financial institutions in Hong Kong participating in the China-Hong Kong Mutual Recognition of Funds (MRF) programme, including fund managers, distributors, custodians and fund administrators.
Sebastien Chaker (pictured), head of Asia for Calastone, says: “We have been supporting fund managers and distributors in processing trades since the launch of MRF but, like all market participants, were required to route these
