Tag: Investment management
April 2026 RegTech roundup: AIFMD II now in force
The transposition deadline for AIFMD II passed on 16 April 2026, marking a significant turning point for the European fund management industry. As reported by...
HB Wealth adopts Arch to scale private markets ops
HB Wealth, a fee-only independent wealth management firm with $30bn in assets under management, has expanded its partnership with Arch, a private markets operations...
SimCorp launches agentic AI ecosystem for investors
SimCorp, a global investment management software provider, has announced Agent Launchpad, a new agentic AI ecosystem designed to help investment managers discover and deploy...
SEC settlement: what investment managers must know
The US Securities and Exchange Commission (SEC) has settled with a Florida-based investment manager over fraud and misleading investor disclosures, serving as a stark...
The hidden cost of fragmented tax data in private capital
On the surface, FATCA and CRS compliance appears to be working. Deadlines are being met, frameworks are understood, and processes are in place across...
Prometeia expands wealth and asset management push in Spain
Financial analytics firm Prometeia is deepening its footprint in the Spanish market, targeting the country's rapidly growing wealth and asset management sector with a...
Zeidler advises on UCITS eligibility for structured notes
As investment managers hunt for new sources of alpha in an increasingly competitive landscape, those operating UCITS funds face a particular challenge: navigating the...
How currency overlay is reshaping portfolio management in 2025
A new era of currency volatility has taken hold following years of subdued interest rates and limited exchange rate movement. In the US, Federal...
Why legal AI tools need human feedback to succeed
The RegTech sector is awash with artificial intelligence tools promising to revolutionise legal and compliance work. But beneath the marketing noise, a fundamental flaw...
Investment managers face new global tax rules
Regulators, tax leaders and industry practitioners gathered in New York on 4 February for the 2026 Investment Management Tax Reporting and Withholding Conference, where...










