Institutional Investment & Trading

Bloomberg expands suite for sustainable investing

Bloomberg expands suite for sustainable investing

Bloomberg has broadened its climate-focused analytics offering, unveiling new tools to help investors assess how companies and portfolios may perform amid the rapid expansion...
"Bridge is solving the hardest problems for allocators to private markets with an end-to-end solution that scales independently by using AI at its core,” said Wisz. “We see Bridge as the leader of a new paradigm, capitalizing on two of the most relevant trends in finance: the modernization of technology in wealth management and the proliferation of alternative investing. The macro tailwinds behind alts are well demonstrated, and as such, we have been looking for a leading management team to back for some time. Bridge is the most impressive company we have seen in this space, both for the technical capability of its founding team and their novel solution to the operational challenges that RIA’s, family offices and institutions face every day in the $30T market for alternative investments.”

AI private markets OS Bridge raises $5.1m seed round

Bridge, a FinTech company developing the first AI-native operating system for private market allocators, has raised $5.1m in a seed financing round led by...
Endowus raises $70m to expand Asian WealthTech reach

Endowus raises $70m to expand Asian WealthTech reach

Endowus, Asia’s leading independent wealth advisory and investment platform, has raised over $70m in new funding to accelerate its growth and reinforce its position...
Orbit Flex opens hedge fund-grade AI tools to all

Orbit Flex opens hedge fund-grade AI tools to all

Orbit Financial Technology has unveiled Orbit Flex, a new monthly membership system designed to broaden access to its flagship research and analytics platform, Orbit Insight.
Singapore’s Kilde raises $1.5m for private credit platform

Singapore’s Kilde raises $1.5m for private credit platform

Kilde raises $1.5m led by Purple Ventures to scale its private credit platform in Singapore. Explore the latest FinTech growth news.
FinTech firm Arch secures $52m Series B funding

FinTech firm Arch secures $52m Series B funding

Arch, a FinTech firm that provides digital infrastructure for private markets, has secured $52m in fresh funding to accelerate its growth.
Custodians and depositories are often seen as the same, but they serve very different roles in financial markets. A custodian safeguards assets for clients, while a depository holds legal ownership and maintains the official record of securities. IntellectAI explains why this distinction is critical for investor protection, regulatory oversight, and the smooth functioning of capital markets.

Custodian or depository? What investors need to know

Custodians and depositories are often seen as the same, but they serve very different roles in financial markets. A custodian safeguards assets for clients,...
Bloomberg unveils Screened Choice equity indices

Bloomberg unveils Screened Choice equity indices

Bloomberg has launched a new suite of equity benchmarks designed to give investors greater control over how they apply values-based exclusions to their portfolios.
FinTech giant iCapital invests in Tangible for liquidity push

FinTech giant iCapital invests in Tangible for liquidity push

iCapital, the global FinTech company shaping the future of investing, has announced a strategic investment in Tangible Markets, a provider of liquidity solutions for private market positions held through wealth management channels.
10 best trading tools for wealth management in 2025

9 best trading tools for wealth management in 2025

Firms across the wealth and asset management sector continue to digitise their operations. A core area to update is digital trading tools.  

News Stories

Behavox raises $175m from HPS to fuel global growth

Behavox raises $175m from HPS to fuel global growth

Behavox, an AI-native controls platform serving global banks, asset managers, hedge funds, and commodity firms, has raised $175m in preferred equity from HPS Investment Partners, a global credit investment firm operating as part of BlackRock.
Tax compliance is no longer a seasonal sprint

Tax compliance is no longer a seasonal sprint

For years, financial institutions treated tax compliance as something that came in waves. Intense filing peaks gave way to quieter mid-year stretches, and operations...
Why legacy surveillance tools are failing compliance teams

Why legacy surveillance tools are failing compliance teams

Compliance teams at financial institutions are buckling under the weight of outdated surveillance systems, and a new survey by A-Team Group suggests the breaking...
WealthAi launches AI client file for wealth managers

WealthAi launches AI client file for wealth managers

WealthAi, an AI operating system built for wealth managers, private banks and family offices, has unveiled its new Client File product, designed to consolidate...
HSBC and Google Cloud forge multi-year AI partnership

HSBC and Google Cloud forge multi-year AI partnership

HSBC, one of the world's largest banking and financial services organisations, has struck a multi-year strategic partnership with Google Cloud to roll out artificial...

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