Tag: Investment management

Adoption of AI across the investment management industry has never been higher, with firms deploying the technology to summarise research, monitor threats, automate workflows...

Key global WealthTech investment stats in Q2 2026: Global WealthTech deal activity dropped 10% YoY in Q2 US extended dominance as the leader in...

Key US WealthTech investment stats in Q2 2026: US WealthTech deal activity grew by 27% YoY California emerged as the main US WealthTech hub...

Key Global WealthTech investment stats in Q2 2026: Global WealthTech funding dropped 67% YoY in Q2 US companies secured half of the top 10...

Key World Cup WealthTech stats since 2023: Beyond the pitch: A World Cup edition of the global WealthTech rankings Global WealthTech deal activity among...

Key World Cup WealthTech stats since 2023: A World Cup Special: Global WealthTech Through the Lens of the Beautiful Game Global WealthTech deal activity...

For investment managers operating across multiple jurisdictions, FATCA and CRS reporting is rarely as straightforward as simply delegating the work to a fund administrator....

For compliance teams at asset management firms, allocation review has quietly become one of the most thankless tasks in the working day. Hours are...

Key US WealthTech investment stats in Q1 2026: US WealthTech funding surged by 83% YoY in Q1 Deal activity projected to grow by 27%...

Key European WealthTech investment stats in Q1 2026: European WealthTech funding dropped by 18% YoY in Q1 Average deal value dropped by 42% to...