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Crypto, Robo-Advising, and the Evolving Regulatory Landscape: A Global Perspective for Asset Managers and Insurers

As a London-based firm with a global presence, we understand the rapidly changing reporting challenges facing investment managers and insurance companies. The adoption of crypto-assets and algorithmic tools like robo-advisors is accelerating, driving a wave of regulatory transformation. Compliance today is no longer about meeting static rules—it’s about anticipating dynamic, Read more…

By Diana Marks, ago

Attention Private Fund Advisers: Deadline Approaches for Incorporating Changes to Form PF

The SEC and CFTC’s extended compliance date (June 12, 2025) for the recent Form PF amendments is now only one month away. This extension provided additional time for private fund advisers to implement the necessary operational and technological changes required under the updated Form PF reporting framework. 𝗞𝗲𝘆 𝗖𝗵𝗮𝗻𝗴𝗲𝘀 𝘁𝗼 Read more…

By Diana Marks, ago

ESMA’s Final Report on ESG Disclosures Under BMR: What Asset Managers Should Know

On April 9, 2025, the European Securities and Markets Authority (ESMA) released its Final Report on the Common Supervisory Action (CSA) concerning ESG disclosures under the EU Benchmarks Regulation (BMR). Conducted alongside national regulators, the report evaluates how benchmark administrators are applying the BMR’s ESG disclosure requirements—and offers insights that Read more…

By Diana Marks, ago