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  • Podcast

    Sharpening Borders: How Domicile Boundaries Are Shifting For The Private Funds Industry (Podcast)

    Jersey Finance's Head of Funds Elliot Refson and Americas Lead Philip Pirecki recently took part in this podcast produced by Private Equity International.
    JerseyFinance and Banking
    Jersey Finance Limited
    Jersey Finance Limited
  • Article

    Where Do Funds Live And Why Does It Matter?

    You'll find the answer to this question in a recent episode of ‘The Long-Short' podcast, produced by the Alternative Investment Management Association (AIMA), featuring Jersey Finance's Head of Funds, Elliot Refson.
    JerseyCorporate/Commercial Law
    Jersey Finance Limited
    Jersey Finance Limited
Article

An Overview Of Jersey Funds: Comparative Table

The following table summarises the main points of fund regulation in Jersey. For a Jersey Private Fund with a Jersey manager which is "marketed" into EU/EEA (as defined in the AIFMD)...
JerseyFinance and Banking
Carey Olsen
Carey Olsen
  • Article

    Four Areas To Consider When Reviewing Your Fund Administrator

    Increasingly, the third-party fund services industry is moving to a position where reviews of external service providers are a standard part of the operating model.
    JerseyFinance and Banking
    Ocorian
    Ocorian
  • Article

    Four Key Reasons Why Fund Managers Are Switching Their Third-party Fund Administrator To Ocorian

    One of Ocorian's biggest sources of new business is migrations from competitor providers.
    JerseyFinance and Banking
    Ocorian
    Ocorian
  • Article

    Tokenisation And The V-Bucks Generation Transition

    Access an article by Philip Pirecki, Americas Lead for Jersey Finance, who provides an interesting slant on tokenisation.
    JerseyFinance and Banking
    Jersey Finance Limited
    Jersey Finance Limited
  • Article

    Tokenisation: Information Hub Launched

    Tokenisation is set to transform the funds sector and the Island of Jersey's role in this exciting space is growing.
    JerseyFinance and Banking
    Jersey Finance Limited
    Jersey Finance Limited
  • Podcast

    We Talk Banking & Finance Podcast: Fund Finance With Tom Speller Of KBRA (Podcast)

    In our first episode of 2024, Tom Speller, Managing Director and Head of European Funds at KBRA, takes some time out to speak with Zoë Hallam and Julia Keppe...
    JerseyFinance and Banking
    Walkers
    Walkers
  • Article

    Case Study Of A Successful Fund Administrator Migration For A Mid-market Asset Manager

    In the summer of 2022, Ocorian were invited to tender for fund accounting, administration and depositary services for a prominent mid-market fund manager who was unhappy with the service...
    JerseyFinance and Banking
    Ocorian
    Ocorian
  • Article

    Five Reasons Why An Annual Service Review With Your Fund Administrator Makes Sense

    All too often, fund managers hold off switching their fund administrator until the pain of staying with their current provider exceeds the perceived pain of leaving.
    JerseyFinance and Banking
    Ocorian
    Ocorian
  • Article

    Three Hurdles Preventing Fund Managers From Switching Fund Administrator – And How They Can Be Overcome

    Inertia is perhaps the main reason fund managers stay with fund administrators that no longer meet their needs in terms of service levels, technology, data quality and efficiency.
    JerseyFinance and Banking
    Ocorian
    Ocorian
  • Article

    Are You Ready For PRI Reporting Or Considering Becoming A Signatory?

    More than 5,000 investors worldwide are signatories to the UN Principles for Responsible Investment (PRI) and the numbers are growing worldwide.
    GlobalFinance and Banking
    Ogier
    Ogier
  • Article

    Jersey Is Well-Positioned As Private Markets Open The Doors To A Broader Base Of Investors

    Experts affirmed that the increased accessibility of private funds to high-net worth retail investors traditionally reserved for institutional players marks a significant trend in the democratisation
    JerseyFinance and Banking
    Jersey Finance Limited
    Jersey Finance Limited
  • Article

    Stability Is Key As Monterey Figures Highlight Positive Performance For Jersey's Funds Industry Despite Headwinds

    Figures recently published by Monterey Insight show that the value of Assets Under Administration (AUA) in Jersey's funds industry grew by 1.4% year-on-year to stand at US$593.5bn ...
    JerseyFinance and Banking
    Jersey Finance Limited
    Jersey Finance Limited
  • Article

    Innovations In Global Investment Fund Transactions And Jersey With Jersey Finance

    In this latest edition of Jersey - First for Finance, Tim Morgan and Simon Hopwood discuss innovations in Jersey and global investment funds transactions.
    JerseyFinance and Banking
    Maples Group
    Maples Group
  • Article

    Updates To The Jersey Private Fund Guide

    Co-investment vehicles can now be regarded as part of a JPF's carry/incentive arrangement and will not be counted as an investor for the purposes of the 50 or fewer investors test for JPF eligibility.
    JerseyFinance and Banking
    Appleby
    Appleby
  • Article

    The Four Key Drivers Pushing Fund Managers To Switch Their Fund Administrator

    80% of alternative asset fund managers that responded to Ocorian's survey on the provision of third-party fund services in 2023 said that their company uses third-party fund administration.
    JerseyFinance and Banking
    Ocorian
    Ocorian
  • Article

    Five Key Things To Look At When Selecting A Fund Administrator

    Fund administration is Ocorian's core business. With more than 30 years of experience in the sector, we know how to construct robust architecture that enables smooth fund administration...
    JerseyFinance and Banking
    Ocorian
    Ocorian
  • Article

    Private Equity Secondary Transactions And Jersey Specific Issues

    Private equity (PE) secondary transactions have grown significantly in recent years, driven by increasing liquidity needs among investors triggered by geopolitical uncertainties...
    JerseyFinance and Banking
    Walkers
    Walkers
  • Article

    Jersey Private Funds & The Middle East

    Over the course of the last few years, Ocorian's award-wining Family Office team has seen the demand from family offices for fund solutions grow significantly.
    GlobalFinance and Banking
    Ocorian
    Ocorian
  • Showing 1–20 of 54 results

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