Tag: portfolio management

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...

fincite, which offers software to transform investment advice from onboarding to reporting, has received a ISO 27001 certification.  ISO 27001 is widely regarded as the...

Pave Finance, a next-generation wealth management platform, has announced a new integration with Fidelity, one of the world’s largest registered investment advisory custodians and...

Key UK WealthTech investment stats in 2025: UK WealthTech funding grew by 6% in 2025 Deals over $100m increased by 31% YoY as investors...

fincite has made its cios platform available in the Microsoft Azure Marketplace, marking a further step in the company’s push to simplify digital wealth...

As Europe begins 2026, the wealth management sector is facing a decisive moment. Persistent market volatility, intensifying regulatory scrutiny and rapidly rising expectations around digital sophistication are reshaping how asset managers operate.

A wealth advisor reviewing a client’s portfolio might now be alerted to a significant liquidity event timed around their child’s graduation. This is the kind...

Pave Finance, a New York-based next-generation WealthTech company specialising in portfolio automation and personalisation tools for investment advisors, has announced a major integration with...

A growing shift in global market dynamics is transforming the fundamentals of asset allocation, pushing investors to reconsider long-held assumptions about diversification, risk, and...

Institutional investors are continuing to rethink the foundations of their portfolio management models as markets shift and regulatory expectations intensify. For decades, many pension funds...