Institutional Investment & Trading News

Online trading platforms are facing mounting operational pressure as FATCA and CRS obligations become increasingly difficult to manage across large, international customer bases. As digital brokers and investment apps continue expanding into new jurisdictions, firms are discovering that onboarding models originally built for domestic growth are no longer sufficient to support modern tax transparency requirements, according to compliance specialists Label.

FATCA pressures mount for online trading platforms

May 15, 2026

Online trading platforms are facing mounting operational pressure as FATCA and CRS obligations become increasingly difficult to manage across large, international customer bases. As...

Vestmark launches AI wealth management tool Pulse

May 12, 2026

Vestmark, a WealthTech firm and provider of wealth management technology and services, has unveiled Vestmark Pulse, an AI intelligence solution designed to give wealth...

Coinbase invests in Centrifuge to boost tokenization

May 6, 2026

Coinbase, a leading digital asset exchange and blockchain infrastructure provider, has made a strategic investment in Centrifuge, a tokenization platform with institutional clients including...

Wealth portfolios have grown dramatically more complicated over the past decade. Across family offices, private banks and asset managers, investments now stretch well beyond traditional equities and bonds.

Building a single source of truth for modern wealth portfolios

April 30, 2026

Wealth portfolios have grown dramatically more complicated over the past decade. Across family offices, private banks and asset managers, investments now stretch well beyond...

Apax Digital invests $60m in MillTech at $325m valuation

April 8, 2026

MillTech, a risk management platform specialising in next-generation FX hedging and cash investments for fund managers and corporates, has secured a $60m minority investment...

M1X Global raises $3m to scale on-chain sovereign finance

March 25, 2026

M1X Global, a sovereign financial infrastructure and technology company operating under a public-private partnership with the Republic of the Marshall Islands (RMI), has announced...

LGT Wealth Management UK selects Addepar platform

March 25, 2026

LGT Wealth Management UK, a leading private banking and asset management firm backed by the Liechtenstein Princely Family, has selected Addepar, a global data...

The platform generates SAAs that satisfy investor objectives directly, integrates into existing processes, and delivers faster, decision-ready results. It is designed for insurers, pension funds, asset managers, and other long-term investors looking to modernize portfolio construction.

Ortec Finance unveils GLASS PRISM for advanced asset allocation optimisation

March 17, 2026

Ortec Finance has announced the launch of GLASS PRISM, a Strategic Asset Allocation (SAA) optimisation platform that applies Scenario-Based Machine Learning (SBML) to help...

DiligenceSquared targets PE due diligence with $5m raise

March 10, 2026

DiligenceSquared, a New York-headquartered AI platform built to overhaul how investment teams conduct commercial due diligence, has secured $5m in seed funding in a...

QFEX launches with $9.5m seed round to disrupt global trading

March 5, 2026

QFEX, a global trading exchange start-up founded by University of Cambridge mathematics graduates and valued at $95m, has officially launched, offering high-leverage, 24/7 direct...