Investment Management Stories - Page 2

Global Stories

Investment Management stories

WealthArc launches AI agent to structure portfolio data

It is aimed at cutting manual reformatting and reconciliation of inconsistent custodian records for wealth managers handling multi-source portfolio data.

By Karen Joy Bacudo • 4 min read • Thu, 16th Apr 2026

Customer Relationship Management

Caruso wins $9.3M funding, scales AI fund services

The AI fund administration software maker now serves more than 80 managers after its AUD $9.3 million raise and rapid growth.

By Karen Joy Bacudo • 3 min read • Wed, 15th Apr 2026

Software-as-a-Service

Gresham renames S&P Global EDM platform as Opus EDM

Existing clients will see little immediate change, as the platform remains separate and supports more than 150 financial institutions.

By Catherine Knowles • 3 min read • Wed, 1st Apr 2026

Artificial Intelligence

BlackRock tops APAC fund brand ranking for fifth year

Growing demand for passive funds and alternatives has helped the biggest global managers retain selector confidence despite volatile APAC markets.

By Karen Joy Bacudo • 4 min read • Wed, 1st Apr 2026

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

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

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

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

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

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

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

Stories from Other Regions

Investment Management stories

Customer Relationship Management

WealthAi names Pratim Das as Chief Technology Officer

The London start-up is adding senior AI expertise as wealth managers seek secure tools that fit regulated workflows without replacing core systems.

By Sofiah Nichole Salivio • 4 min read • Wed, 15th Apr 2026

Software-as-a-Service

Pello buys ByAllAccounts as Morningstar stays customer

Morningstar users should see no immediate change as the firm keeps using ByAllAccounts after selling the data aggregation unit to Pello.

By Karen Joy Bacudo • 4 min read • Tue, 14th Apr 2026

Physical Security

Beechbrook backs Allegro film finance with GBP £2m

Funding for UK film and TV producers is set to grow after Beechbrook supplied Allegro Finance with a GBP £2m working capital facility.

By Karen Joy Bacudo • 4 min read • Wed, 1st Apr 2026

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

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

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