Institutional Investment & Trading

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

Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention.

Quilter, the FTSE-250 wealth management company, has announced its acquisition of NuWealth in a move to strengthen its digital capabilities.

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

As a firm prepares to launch a mutual fund, it's crucial to establish a solid distribution strategy. ACA Group, which offers governance, risk and compliance support, recently offered a guide for intermediary channels for mutual fund distribution. 

Savvy Wealth, has raised an additional $15.5m as part of its Series A round, bringing its total raised to $26.5m. The round was led by...

WealthBlock has unveiled a raft of changes to its all-in-one platform for global asset managers. The updated product is set to empower asset managers to...

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.

As the financial sector continues its rapid transformation, the integration of sophisticated automation in financial analytics is increasingly paramount. A Forbes study indicates that up to 25% of routine, information-based tasks in financial services could be automated by AI.