Investment Management stories - Page 2
AutoRek launches RegToolKit for real-time compliance
Last month
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digital transformation
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fintech
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rpa
AutoRek unveils RegToolKit, a real-time regulatory compliance hub mapping rules to controls, audit trails and breach remediation.
Colter Bay launches AUD $100m Australian private credit fund
Last month
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risk & compliance
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australian dollar
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cba
Colter Bay launches Australian private credit fund with AUD $100m facility to plug an estimated AUD $25bn lower mid-market funding gap.
Balyasny builds AI research platform for hedge fund teams
Last month
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digital transformation
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fintech
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rpa
Balyasny embeds an AI research platform across 95% of its hedge fund teams, aiming to speed investment analysis while tightening controls.
Linedata unveils Mosaic to unify fixed income trading
Last month
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digital transformation
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fintech
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partner programmes
Linedata has launched Mosaic, an FDC3-based workspace unifying fixed income trading tools to cut integration time and manual rekeying.
Addepar unveils Addison AI to power wealth insights
Last month
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data analytics
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digital transformation
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fintech
Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.
AI seen as new risk as firms lag on surveillance plans
Last month
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digital transformation
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crypto
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partner programmes
Most financial firms see AI driving new compliance risks within a year, yet nearly a third still lack a trade surveillance strategy.
MSCI names Dinesh Gupta Chief Data & Operations Head
Last month
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data analytics
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digital transformation
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ai
MSCI appoints ex-Goldman executive Dinesh Gupta as Chief Data Officer and Global Head of Operations to drive its data and AI strategy.
MSCI to acquire Compass to boost multi-asset indexes
Last month
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fintech
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risk & compliance
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data management
MSCI is buying Compass Financial Technologies to deepen its multi-asset and crypto index capabilities and expand bespoke benchmark services.
Copilot Capital boosts senior team with key promotions
Thu, 12th Feb 2026
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saas
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hcm
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ai
Copilot Capital promotes Dave Sun to Partner and Zerxis Billimoria to Director as it sharpens focus on pan-European software investments.
Teciem launches in London with Apax backing & 340 clients
Wed, 4th Feb 2026
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fintech
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martech
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risk & compliance
Teciem debuts in London as an independent treasury software group, backed by Apax and serving more than 340 financial institutions.
WealthArc expands custodian network & builds AI agents
Tue, 3rd Feb 2026
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data analytics
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digital transformation
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fintech
WealthArc boosts global custodian links and builds AI agents to clean, reconcile and scale portfolio data for cross-border wealth managers.
Coegi names Chris Kotyck EVP to drive North America growth
Fri, 23rd Jan 2026
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ai
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marketing
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social media
Coegi appoints Chris Kotyck EVP of Digital Operations to scale programmatic and social media services across North America from Canada.
STG folds S&P EDM into Gresham & carves out thinkFolio
Thu, 15th Jan 2026
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fintech
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ai
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data management
STG completes S&P Global EDM and thinkFolio deal, folding EDM into Gresham while spinning thinkFolio out as a standalone portfolio firm.
AI now seen as essential by European finance leaders
Mon, 12th Jan 2026
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data analytics
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digital transformation
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fintech
AI has shifted from experiment to existential need in European finance, with most leaders fearing profit loss or obsolescence if they lag.
Aventur secures Dutch backing for AI money platform
Thu, 8th Jan 2026
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data analytics
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digital transformation
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fintech
Aventur lands Dutch family office funding for its AI-led money platform, eyeing a 2026 UK launch to narrow the financial advice gap.
Royal London adopts Seismic to enhance client service
Fri, 19th Dec 2025
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document management
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data analytics
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digital transformation
Royal London Asset Management adopts Seismic's AI-driven platform to streamline client content, boost productivity and tighten compliance controls.
Snowflake, Anthropic expand USD $200m Claude AI deal
Fri, 12th Dec 2025
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saas
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data protection
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data analytics
Snowflake and Anthropic deepen Claude tie-up with a USD $200m deal to push compliant AI agents across Snowflake's global data cloud.
AI delivers returns for wealth managers, FNZ study finds
Mon, 8th Dec 2025
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digital transformation
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fintech
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risk & compliance
AI has gone mainstream in wealth management, with most firms reporting positive returns and faster payoffs from early adoption, FNZ study shows.
Firgun Ventures launches with $70m for quantum tech innovation
Tue, 25th Nov 2025
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quantum computing
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cybersecurity
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google
Firgun Ventures launches with $70m fund to back early-stage quantum tech firms, aiming to scale innovations in computing, sensing and cryptography globally.
Bluwhale launches AI Stablecoin Agent as market tops $300bn
Thu, 20th Nov 2025
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crypto
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fintech
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blockchain
Bluwhale launches AI-powered Stablecoin Agent to manage digital dollars as stablecoin market tops $300bn, aiming to boost individual investor returns.