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Investment Management Stories - Page 2

UK Stories

Investment Management stories

Count launches UK Stocks & Shares ISAs with Alpaca
Platform-as-a-Service

Count launches UK Stocks & Shares ISAs with Alpaca

Eligible UK savers can now access tax-advantaged investing on Count's platform, as it tackles the advice gap for lower-balance customers.

By Karen Joy Bacudo • 5 min read • Wed, 24th Jun 2026
WealthAi lands Patronus Partners as full deployment client
Customer Relationship Management

WealthAi lands Patronus Partners as full deployment client

The full rollout could reduce administration and compliance burdens for Patronus Partners as wealth managers look to join up legacy systems with AI.

By Karen Joy Bacudo • 4 min read • Wed, 3rd Jun 2026

Global Stories

Investment Management stories

Alpha FMC launches AI engine for fund document compliance
Software-as-a-Service

Alpha FMC launches AI engine for fund document compliance

Fund managers could cut compliance review times sharply as Alpha FMC says its AI engine checked documents faster and more accurately than humans.

By Sofiah Nichole Salivio • 3 min read • Last month
MDOTM raises USD $27 million to expand AI platform
Software-as-a-Service

MDOTM raises USD $27 million to expand AI platform

The funding will help MDOTM hire and expand overseas as demand grows for AI tools that cut manual portfolio work at financial firms.

By Karen Joy Bacudo • 4 min read • Last month
Smarsh and AWS expand AI compliance tools for banks
Cloud Security

Smarsh and AWS expand AI compliance tools for banks

Banks could cut compliance review workloads by 77% as Smarsh rolls out AWS-backed AI tools that regulators can still audit.

By Karen Joy Bacudo • 4 min read • Mon, 29th Jun 2026
Google Finance adds portfolio tracking & Android app
Crypto

Google Finance adds portfolio tracking & Android app

Users can now track investments and request tailored market briefings as Google broadens Finance into a fuller portfolio app worldwide.

By Karen Joy Bacudo • 3 min read • Fri, 26th Jun 2026
ECI Partners celebrates 50 years in UK private equity
Data Analytics

ECI Partners celebrates 50 years in UK private equity

Its growth mirrors the shift of UK private equity from a niche source of finance to a mainstream market, with ECI now managing around GBP £3 billion.

By Joseph Gabriel Lagonsin • 6 min read • Thu, 25th Jun 2026
SEI appoints Provencher to lead global services push
Digital Transformation

SEI appoints Provencher to lead global services push

The new role reflects growing demand from banks and wealth managers for help modernising operations, data and security as systems grow more complex.

By Sofiah Nichole Salivio • 4 min read • Fri, 19th Jun 2026
Financial firms lag on AI-ready storage, study says
Hybrid Cloud

Financial firms lag on AI-ready storage, study says

Only 10% of banks and asset managers are prioritising AI-ready storage, leaving many to tackle compliance and rising data costs first.

By Karen Joy Bacudo • 4 min read • Wed, 10th Jun 2026
IQ-EQ appoints Wyn James to lead APAC asset owners
Human Capital Management

IQ-EQ appoints Wyn James to lead APAC asset owners

Rising demand from sovereign wealth and pension funds is prompting a more targeted regional push across Asia-Pacific, where operational complexity is growing.

By Sean Mitchell • 3 min read • Mon, 8th Jun 2026
Ireland's finance & funds boom powers new fintech era
Fintech

Ireland's finance & funds boom powers new fintech era

Ireland's funds boom now underpins more than 60,000 jobs, while its fintech tools are helping Australian super funds meet tougher rules.

By Tiarnan McCaughan • 6 min read • Thu, 28th May 2026
Addepar unveils AI tools for investment professionals
Customer Relationship Management

Addepar unveils AI tools for investment professionals

The rollout aims to cut manual reconciliation and improve portfolio visibility as wealth managers face rising pressure to automate reporting and client updates.

By Sofiah Nichole Salivio • 4 min read • Tue, 26th May 2026
Addepar launches data exchange on Databricks for AI
Data Analytics

Addepar launches data exchange on Databricks for AI

Financial firms could gain cleaner audit trails and more reliable AI outputs as a managed data layer links investment systems and workflows.

By Sean Mitchell • 3 min read • Mon, 11th May 2026

Stories from Other Regions

Investment Management stories

Mackenzie adopts Bloomberg MAC3 for portfolio risk
Risk & Compliance

Mackenzie adopts Bloomberg MAC3 for portfolio risk

The Canadian asset manager will use Bloomberg's MAC3 to spot hidden risks and unintended exposures across equities, bonds and alternatives.

By Sean Mitchell • 4 min read • Sat, 27th Jun 2026
Block Earner wins first digital asset credit licence
Crypto

Block Earner wins first digital asset credit licence

The approval lets eligible Australians borrow against crypto holdings under direct oversight, as the sector seeks clearer rules and mainstream acceptance.

By Karen Joy Bacudo • 4 min read • Thu, 21st May 2026
Aware Super completes TelstraSuper merger in 9 months
Telstra

Aware Super completes TelstraSuper merger in 9 months

About 85,000 TelstraSuper members have been transferred into Aware Super, creating a fund with about 1.3 million members and AUD $235 billion.

By Mark Tarre • 3 min read • Thu, 14th May 2026
FNZ deepens FirstCape partnership with platform shift
Digital Transformation

FNZ deepens FirstCape partnership with platform shift

The deal gives FirstCape a new platform for its New Zealand wealth businesses, with FNZ taking over build, migration and ongoing operations.

By Sean Mitchell • 3 min read • Fri, 8th May 2026