Institutional Investment & Trading

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

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

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

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

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

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

LGT Wealth Management UK selects Addepar platform

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

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

DiligenceSquared targets PE due diligence with $5m raise

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

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

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...
Rowspace launches with $50m to scale AI for finance

Rowspace launches with $50m to scale AI for finance

Rowspace, an AI platform that helps financial firms make faster decisions using their proprietary data, has launched with $50m in funding across a seed...
Cicada raises $13.5m to digitise Latin American bond markets

Cicada raises $13.5m to digitise Latin American bond markets

Cicada, a US-regulated electronic trading platform connecting institutional capital to Latin American local-currency markets, has raised $13.5m in a Series A funding round. The round...
MSCI unveils new AI connectors transforming access to proprietary data

Thema raises $6.2m for PE portfolio expansion AI

Thema, a portfolio expansion infrastructure platform for private equity investors, has raised $6.2m in combined funding. The raise comprises $4.5m in pre-seed capital led by...

News Stories

Slow week for FinTech, with just $350m raised across 10 deals

It was a slow week for FinTech deals, with just $350m raised across 10 deals.  This represented a significant drop from the previous weeks. A...
How Majesco made the transition to becoming an AI-first company

How Majesco made the transition to becoming an AI-first company

While hype around AI has intensified recently, it has been around for decades, albeit confined to more niche and specific technology branches that lacked...
Allianz UK simplifies digital trading for SME brokers

Allianz UK simplifies digital trading for SME brokers

Allianz UK, the insurance giant, has refreshed its Complete Business proposition for digital trading, aiming to make it quicker and more straightforward for brokers...
WBS extends Quai Digital deal with fractional dealing

WBS extends Quai Digital deal with fractional dealing

WBS, a UK-based provider of dealing, custody and technology solutions for the investment sector, has agreed a five-year extension to its partnership with Quai...
Cardless strengthens executive team for next growth phase

Cardless strengthens executive team for next growth phase

Cardless, an AI-powered financial services platform that enables brands to launch and manage co-branded card programmes, has appointed Mark Troianovski as chief business officer...

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