Marketing Hedge Funds in Switzerland – a Swiss Representative’s Experience

By Anne-Cathrine Frogg Spadola, Managing Partner at Hugo Fund Services SA     On June 5 2014, we contributed an article to Hedge Fund Insight: “The New Rules For Distribution of Funds in Switzerland.” Thirteen months later it is interesting to take a look at how the new Swiss rules have been adopted by market […] Read more »

Top Alternative Investment Trends for 2015

By David Frank, CEO & Managing Partner, Stonehaven, LLC   Over Stonehaven’s 14 year history we have witnessed and played a role in many shifting dynamics across the alternative investment industry. We are well-positioned in the marketplace to see trends with a 26 person platform representing over 20 asset managers to the global investment community. […] Read more »

Today’s Top 5 Compliance Issues For Hedge Funds

By Martin Herriot, Managing Director at Newgate Compliance   It has been a challenging few years for the European hedge fund industry following the financial crisis and the European regulators attempts to revolutionise the regulatory regime for supervising the industry. From a UK compliance perspective we see the top issues falling under two headings – […] Read more »

An Operating Model For An AIFMD Depositary

By Shane Brett of Global Perspectives and Alan Meaney of Fund Recs   Introduction This whitepaper is co-authored by Shane Brett, Managing Director at Global Perspectives, an Asset Management and Hedge Fund consultancy and Alan Meaney, Director at Fund Recs, a specialist software provider to the Funds Industry. During the past six months Shane and […] Read more »

The New Rules For Distribution of Funds in Switzerland

Anne-Cathrine Frogg Spadola, Partner at Hugo Fund Services SA   The main changes following the revision of the Swiss Law with a focus on distribution targeting qualified investors   The Swiss law on Collective Investment Schemes (CISA) has been revised and came into effect in March 2013. The objective of this revision was to adapt […] Read more »

The Hedge Fund HOT 100 2014

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    By Staff Writers of Hedge Fund Insight, led by Simon Kerr   Welcome to the second edition of The Hedge Fund Hot 100. As last year the aim is to capture what is emerging and trending and growing in the hedge fund industry. The absolute is interesting, and it is covered elsewhere in […] Read more »

Depositary-lite and the challenge of implementation

From  Grant Thornton   Under the requirements of the AIFMD, UK and other EU hedge fund managers that wish to market their non-EU, offshore hedge funds to EU investors through private placement, will need to comply with the “depositary-lite” regime. The depositary-lite regime requires one or more firms to be appointed to perform a number […] Read more »

FCA Rules Sensibly On Capital Requirements Under The AIFMD

From Kinetic Partners Andrew Lowin , Technical Director of Consulting at Kinetic Partners, the global professional services firm, comments on the FCA’s decision to give UK AIFM’s a reprieve on capital requirements under the AIFMD;   “The FCA has been working with the AIFM industry to better understand the impact of their Funds Under Management […] Read more »

AIFMD remuneration code published: KPMG comments

From KPMG The Financial Conduct Authority’s eagerly awaited final guidance on the AIFMD (Alternative Investment Fund Managers Directive) remuneration regime has been published. The guidance sets out how the AIFM Remuneration Code should be interpreted and applied by alternative investment fund managers.   Dan Roman, UK head of hedge funds at KPMG, commented: “The guidance […] Read more »

Five Hedge Fund Surprises For 2014

By Donald A. Steinbrugge, CFA, Managing Partner Agecroft Partners Each year, Agecroft Partners predicts the top hedge fund industry trends through their contact with more than 2,000 institutional investors and 300 hedge fund organizations. Because the hedge fund industry is very dynamic and constantly changing, it is important for firms to anticipate what changes are […] Read more »