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Investment Management Stories - Page 4

Global Stories

Investment Management stories

FNZ launches premium Select service for wealth clients
Digital Transformation

FNZ launches premium Select service for wealth clients

Wealth clients will get faster platform changes and priority support as FNZ splits its offer into premium and standard service tiers.

By Karen Joy Bacudo • 3 min read • Wed, 1st Apr 2026
FE fundinfo flags five shifts in asset manager compliance
Fintech

FE fundinfo flags five shifts in asset manager compliance

Compliance teams face a 2026 squeeze as new UK, EU and Asia-Pacific rules force faster disclosure changes and tighter AI oversight.

By Karen Joy Bacudo • 4 min read • Tue, 31st Mar 2026
Allegro & Elliott launch USD $500m screen credit fund
Physical Security

Allegro & Elliott launch USD $500m screen credit fund

Producers could gain more predictable funding as a new non-bank lender backs film and television projects with USD $500 million in credit.

By Karen Joy Bacudo • 4 min read • Thu, 26th Mar 2026
Persistent appoints Hari Abhyankar to lead private equity
Data Analytics

Persistent appoints Hari Abhyankar to lead private equity

Persistent hires Hari Abhyankar as EVP and global head of private equity, sharpening its push into investor and professional services markets.

By Mark Tarre • 4 min read • Fri, 20th Mar 2026
Alchelyst merger creates unified private markets platform
Digital Transformation

Alchelyst merger creates unified private markets platform

Alchelyst merges with Lyra Client Solutions to form a unified tech-enabled private markets servicing platform led by founder Joan Kehoe.

By Joseph Gabriel Lagonsin • 4 min read • Fri, 13th Mar 2026
Manulife picks Akka to power enterprise agentic AI
DevOps

Manulife picks Akka to power enterprise agentic AI

Manulife taps Akka's runtime to harden and scale its beta enterprise agentic AI platform for regulated, business-critical workloads.

By Mark Tarre • 4 min read • Thu, 12th Mar 2026
AutoRek launches RegToolKit for real-time compliance
Digital Transformation

AutoRek launches RegToolKit for real-time compliance

AutoRek unveils RegToolKit, a real-time regulatory compliance hub mapping rules to controls, audit trails and breach remediation.

By Kaleah Salmon • 3 min read • Wed, 11th Mar 2026
Colter Bay launches AUD $100m Australian private credit fund
Risk & Compliance

Colter Bay launches AUD $100m Australian private credit fund

Colter Bay launches Australian private credit fund with AUD $100m facility to plug an estimated AUD $25bn lower mid-market funding gap.

By Joseph Gabriel Lagonsin • 5 min read • Tue, 10th Mar 2026
Balyasny builds AI research platform for hedge fund teams
Digital Transformation

Balyasny builds AI research platform for hedge fund teams

Balyasny embeds an AI research platform across 95% of its hedge fund teams, aiming to speed investment analysis while tightening controls.

By Mark Tarre • 5 min read • Tue, 10th Mar 2026
Linedata unveils Mosaic to unify fixed income trading
Digital Transformation

Linedata unveils Mosaic to unify fixed income trading

Linedata has launched Mosaic, an FDC3-based workspace unifying fixed income trading tools to cut integration time and manual rekeying.

By Sofiah Nichole Salivio • 4 min read • Tue, 10th Mar 2026
Addepar unveils Addison AI to power wealth insights
Data Analytics

Addepar unveils Addison AI to power wealth insights

Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.

By Karen Joy Bacudo • 3 min read • Fri, 6th Mar 2026

Stories from Other Regions

Investment Management stories

Bain, Cambridge Judge launch women's finance forum
Digital Transformation

Bain, Cambridge Judge launch women's finance forum

Women running financial services firms will gather in Cambridge as Bain and Cambridge Judge seek to tackle AI, risk and falling returns.

By Karen Joy Bacudo • 4 min read • Fri, 27th Mar 2026
LGT Wealth Management UK picks Addepar for client data
Digital Transformation

LGT Wealth Management UK picks Addepar for client data

Wealth managers face mounting pressure to show clearer risk and performance as LGT Wealth Management UK adopts Addepar for more complex portfolios.

By Karen Joy Bacudo • 3 min read • Thu, 26th Mar 2026
Eunice raises USD $8 million for regulated market AI
Crypto

Eunice raises USD $8 million for regulated market AI

The London startup's software could ease onerous due diligence for banks and custodians as scrutiny intensifies across digital assets and private markets.

By Karen Joy Bacudo • 4 min read • Thu, 26th Mar 2026
GeoWealth adds Goldman Sachs in USD $42.5m Series C round
Fintech

GeoWealth adds Goldman Sachs in USD $42.5m Series C round

GeoWealth extends its Series C with a USD $42.5m minority stake from Goldman Sachs to fuel growth while its family office keeps control.

By Karen Joy Bacudo • 4 min read • Sat, 21st Mar 2026
PWL Capital selects d1g1t for wealth tech overhaul
Software-as-a-Service

PWL Capital selects d1g1t for wealth tech overhaul

PWL Capital taps d1g1t to replace spreadsheets with a bilingual, API-driven wealth platform for its USD $7 billion advisory business.

By Karen Joy Bacudo • 4 min read • Thu, 19th Mar 2026
Legado nears 500,000 users as fintech digitises paperwork
Software-as-a-Service

Legado nears 500,000 users as fintech digitises paperwork

Edinburgh fintech Legado nears 500,000 users as financial firms pour into digital document controls under rising regulatory scrutiny.

By Sofiah Nichole Salivio • 3 min read • Fri, 13th Mar 2026
Women in tech: curiosity, courage & backing yourself
Artificial Intelligence

Women in tech: curiosity, courage & backing yourself

On IWD 2026, a senior tech leader urges women to back themselves, embrace 'squiggly' careers and bring their own seat to the table.

By Renée Hector • 4 min read • Thu, 5th Mar 2026