Insights

4 approaches to enhance internal capabilities for asset management growth

Aman Bahel, Global Head Strategic Client Development

Apex Group expands across the Middle East with new Kingdom of Saudi Arabia office

Global financial services provider, Apex Group, has launched a new office in the Kingdom of Saudi Arabia, further expanding its footprint across the Middle East.

Apex Group continues its global operations transformation with key strategic hire

Apex Group continues its global operations transformation with key strategic hire

Holtara joins forces with Pictet to support its environmental and social investment journey

New sustainability services brand, Holtara, has announced a renewal of its partnership with Pictet Alternative Advisors (“PAA”) to support its environmental and social themed investing journey.

The role of carbon offsets in the net-zero journey

"Carbon neutrality" has become a widely used term appearing on consumer goods, corporate marketing materials, and government mandates, all seeking to mitigate environmental harm

Changes to the PRIIPs KID regulation: What you need to know and do

On January 1 2025, the Packaged Retail and Insurance-based Investment Products (“PRIIPs”) regulation will undergo a significant change concerning one of its key transparency components: transaction costs disclosures.

New framework for Foreign Portfolio Investors (“FPI”) at GIFT City

Amrita Arvind Divay and Ramesh Dara A significant milestone has been reached for funds operating within the GIFT City International Financial Services Centre (“IFSC”).

Developing a sustainability strategy: Initiating the path to achieve net zero emissions

Global fund-raising solutions brand ApexInvest appoints new MD

John Papesh is the global head of ApexInvest, focusing on advisory, capital raising and distribution solutions

Enhancing fund revenue in 2024: The impact of asset tokenisation on liquidity

Bruce Jackson, Chief of Digital Asset Funds and Business Asset tokenisation holds tremendous potential for transforming the fund management landscape in 2024 and beyond. By embracing this transformative strategy, you can unlock liquidity, expand market reach, and increase revenue opportunities for your fund products.

Unlocking EU capital: Navigating AIFMD for US and other non-EU fund managers

Update to EMT Reporting

On April 22 2024, FinDataEx, a European body focused on establishing technical templates for the exchange of data between product manufacturers, distributors, and other stakeholders under EU legislation, issued version 4.2 of its European MiFID Template (“EMT”). Version 4.2 introduces seven new fields which focus on transparency on transaction costs and ESG.