Investment Platforms

Investors are increasingly likely to move away from wealth managers who fail to implement modern technological solutions.

Understanding the mindset of intermediaries is paramount for asset managers aiming to engage and collaborate with broker-dealers effectively. It's essential to grasp the key drivers behind their decision-making processes and identify critical contacts within their home offices. Such insights can highlight potential leverage points even before partnerships are forged.

A recent report from financial analytics firm Kidbrooke has revealed significant shortcomings in the communication practices of many fund companies.

Siepe, a pivotal player in the FinTech sector, recently announced a substantial $30m Series B funding boost, led by strategic investor WestCap.

Mintos, a leading multi-asset investment platform, has officially launched in Czechia, marking another milestone in its European expansion.

Canoe Intelligence, a prominent player in the financial technology sector, has successfully completed a $36m Series C funding round.

Hamilton Lane, a prominent private markets investment management firm, recently announced a strategic partnership and investment in Daphne Technologies.

Linnovate Partners, an asset servicing pioneer and a leader in FinTech for the alternative investment sector, has announced a significant funding boost.

Abyan Capital, a pioneering robo-advisory firm in Saudi Arabia, has closed an impressive $18m Series A funding round, with STV taking the lead alongside Wa'ed Ventures and RZM Investment.

Consumer Duty has now been live in the UK for several months. Wealth management firms spent many resources preparing themselves to be ready for...