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Investment Management Stories - Page 5

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Investment Management stories

WealthArc expands custodian network & builds AI agents
Data Analytics

WealthArc expands custodian network & builds AI agents

WealthArc boosts global custodian links and builds AI agents to clean, reconcile and scale portfolio data for cross-border wealth managers.

By Sofiah Nichole Salivio • 4 min read • Tue, 3rd Feb 2026
Coegi names Chris Kotyck EVP to drive North America growth
Artificial Intelligence

Coegi names Chris Kotyck EVP to drive North America growth

Coegi appoints Chris Kotyck EVP of Digital Operations to scale programmatic and social media services across North America from Canada.

By Sofiah Nichole Salivio • 4 min read • Fri, 23rd Jan 2026
STG folds S&P EDM into Gresham & carves out thinkFolio
Fintech

STG folds S&P EDM into Gresham & carves out thinkFolio

STG completes S&P Global EDM and thinkFolio deal, folding EDM into Gresham while spinning thinkFolio out as a standalone portfolio firm.

By Joseph Gabriel Lagonsin • 4 min read • Thu, 15th Jan 2026
Snowflake, Anthropic expand USD $200m Claude AI deal
Software-as-a-Service

Snowflake, Anthropic expand USD $200m Claude AI deal

Snowflake and Anthropic deepen Claude tie-up with a USD $200m deal to push compliant AI agents across Snowflake's global data cloud.

By Sean Mitchell • 4 min read • Fri, 12th Dec 2025
AI delivers returns for wealth managers, FNZ study finds
Digital Transformation

AI delivers returns for wealth managers, FNZ study finds

AI has gone mainstream in wealth management, with most firms reporting positive returns and faster payoffs from early adoption, FNZ study shows.

By Sean Mitchell • 5 min read • Mon, 8th Dec 2025
Bluwhale launches AI Stablecoin Agent as market tops $300bn
Crypto

Bluwhale launches AI Stablecoin Agent as market tops $300bn

Bluwhale launches AI-powered Stablecoin Agent to manage digital dollars as stablecoin market tops $300bn, aiming to boost individual investor returns.

By Catherine Knowles • 3 min read • Thu, 20th Nov 2025
CFA Institute launches AI guide for ethical asset management use
Digital Transformation

CFA Institute launches AI guide for ethical asset management use

CFA Institute has released a guide to help asset managers ethically integrate AI into investment decisions, enhancing transparency and operational efficiency.

By Melania Watson • 3 min read • Wed, 19th Nov 2025

Stories from Other Regions

Investment Management stories

Copilot Capital boosts senior team with key promotions
Software-as-a-Service

Copilot Capital boosts senior team with key promotions

Copilot Capital promotes Dave Sun to Partner and Zerxis Billimoria to Director as it sharpens focus on pan-European software investments.

By Sofiah Nichole Salivio • 3 min read • Thu, 12th Feb 2026
Hoping against hope
Schools

Hoping against hope

A looming election clash may stall the draft National Infrastructure Plan, despite warnings that New Zealand is getting poor value from heavy spending.

By Staff Writer • 5 min read • Mon, 2nd Feb 2026
AI now seen as essential by European finance leaders
Data Analytics

AI now seen as essential by European finance leaders

AI has shifted from experiment to existential need in European finance, with most leaders fearing profit loss or obsolescence if they lag.

By Mark Tarre • 4 min read • Mon, 12th Jan 2026
Animoca backs GROW Digital Wealth in Hong Kong pivot
Crypto

Animoca backs GROW Digital Wealth in Hong Kong pivot

Animoca backs GROW's Hong Kong wealth arm in a strategic deal to build a regulated Asia platform spanning crypto and traditional assets.

By Catherine Knowles • 3 min read • Mon, 12th Jan 2026
Aventur secures Dutch backing for AI money platform
Data Analytics

Aventur secures Dutch backing for AI money platform

Aventur lands Dutch family office funding for its AI-led money platform, eyeing a 2026 UK launch to narrow the financial advice gap.

By Sean Mitchell • 4 min read • Thu, 8th Jan 2026
Royal London adopts Seismic to enhance client service
Document Management

Royal London adopts Seismic to enhance client service

Royal London Asset Management adopts Seismic's AI-driven platform to streamline client content, boost productivity and tighten compliance controls.

By Catherine Knowles • 4 min read • Fri, 19th Dec 2025
NEXTDC begins TK1 Tokyo data centre to boost AI & cloud growth
Digital Transformation

NEXTDC begins TK1 Tokyo data centre to boost AI & cloud growth

NEXTDC has begun building its first Tokyo data centre, TK1, to support Japan's growing AI, cloud, and digital infrastructure needs with 28MW capacity.

By Sean Mitchell • 2 min read • Thu, 4th Dec 2025
Firgun Ventures launches with $70m for quantum tech innovation
Quantum Computing

Firgun Ventures launches with $70m for quantum tech innovation

Firgun Ventures launches with $70m fund to back early-stage quantum tech firms, aiming to scale innovations in computing, sensing and cryptography globally.

By Catherine Knowles • 3 min read • Tue, 25th Nov 2025
Kaaj secures USD $3.8m for AI-driven small business loans
Fintech

Kaaj secures USD $3.8m for AI-driven small business loans

U.S. fintech Kaaj will accelerate its AI-driven platform, hoping to revolutionise small business loan underwriting and boost access to capital.

By Jake MacAndrew • 3 min read • Thu, 20th Nov 2025
UK IT leaders struggle to meet rising sustainability demands
Hyperscale

UK IT leaders struggle to meet rising sustainability demands

Most UK IT leaders admit their firms are falling short on sustainability despite rising climate priorities and upcoming stricter reporting rules.

By Shannon Williams • 3 min read • Wed, 19th Nov 2025
Waracle secures deal to advance digital services for pensions
Digital Transformation

Waracle secures deal to advance digital services for pensions

Waracle has secured a multi-million-pound deal with People's Partnership to enhance digital pension services for over seven million members until 2027.

By Sean Mitchell • 3 min read • Tue, 18th Nov 2025