FE fundinfo Expands Luxembourg Presence with Acquisition of AlphaOmega

FE fundinfo, a global leader in investment fund data and technology with an office in Luxembourg, has recently announced the acquisition of AlphaOmega, a Luxembourg-based specialist supporting investment managers in streamlining fund regulatory reporting with greater accuracy and efficiency.

According to the company, the move doubles FE fundinfo’s footprint in Luxembourg under new local leadership and strengthens its fund reporting capabilities. Antoine Capone from AlphaOmega will join FE fundinfo’s leadership team as General Manager, Luxembourg, working with the global executive team to drive product development and client services across Luxembourg and Europe.

AlphaOmega has built a reputation in the EU, UK and Switzerland for “high-quality regulatory output services” based on its domain expertise and in-house calculations. Its solution “centralises complex reporting tasks and embeds regulatory technical standards and templates”, enabling asset managers to streamline operations with greater precision and consistency.

According to FE fundinfo, the acquisition of AlphaOmega comes as asset managers face increasing complexity from forthcoming regulatory changes, including UK CCI, SFDR, PRIIPs and AIFMD. The company noted that AlphaOmega’s in-house calculation capabilities will enhance its Nexus platform, while AlphaOmega clients will gain access to what FE fundinfo described as “an integrated suite of services”, ranging from product data mastering and global fund registration to regulatory reporting and distribution solutions.

The move was reported as a strategic expansion of FE fundinfo’s regulatory reporting expertise in Luxembourg, Europe’s leading financial centre for investment with over €7.3 trillion in assets under management. The company said the investment will approximately double its footprint in the Grand Duchy, making it its second-largest global operation, and provide what it described as “a tailored service and support model locally.”

FE fundinfo also described the acquisition as reinforcing its “strategic growth trajectory” and building on its 2022 takeover of Fundsquare. The expanded solutions will be delivered via its Nexus platform, which the company reported as “a leading end-to-end solution enabling investment managers to manage the entire fund lifecycle” - from data management and regulatory compliance to global distribution.

Liam Healy, CEO at FE fundinfo, commented: “Regulatory compliance and the need for operational efficiencies remain front and centre for the investment management community. […] Strategically, this also reinforces our dedication to growth in Luxembourg - now home to our second-largest global operation.”

Antoine Capone, CEO at AlphaOmega and now General Manager, Luxembourg at FE fundinfo, added: “The technology we built at AlphaOmega was designed as an industrial-grade engine for regulatory reporting. […] Joining FE fundinfo’s leadership team at such an important time is a fantastic opportunity.”