Investment Management Stories

UK Stories

Investment Management stories

Count launches UK Stocks & Shares ISAs with Alpaca

Eligible UK savers can now access tax-advantaged investing on Count's platform, as it tackles the advice gap for lower-balance customers.

By Karen Joy Bacudo • 5 min read • Yesterday

Customer Relationship Management

WealthAi lands Patronus Partners as full deployment client

The full rollout could reduce administration and compliance burdens for Patronus Partners as wealth managers look to join up legacy systems with AI.

By Karen Joy Bacudo • 4 min read • This month

Unified Communications

WealthAi launches AI compliance tool for wealth managers

Wealth managers face tighter regulatory scrutiny as the platform promises to replace spreadsheet checks with real-time review of all client messages.

By Karen Joy Bacudo • 4 min read • Last month

Software-as-a-Service

Firenze raises GBP £6 million to expand Lombard lending

Borrowers can now tap cash within 24 hours as the fintech plans to broaden products and double staff after fresh backing.

By Karen Joy Bacudo • 4 min read • Wed, 22nd Apr 2026

Fintech

Pluxee UK launches financial wellbeing hub with Attivo

It aims to ease a GBP £10.3 billion annual hit to UK employers from staff financial stress by adding regulated advice and planning tools.

By Catherine Knowles • 4 min read • Wed, 22nd Apr 2026

Digital Transformation

UK finance chiefs prioritise AI accuracy over speed

UK finance leaders see AI mistakes and opaque outputs as the main obstacle to wider use, with trust beating speed in a Bloomberg poll.

By Karen Joy Bacudo • 4 min read • Wed, 22nd Apr 2026

Digital Transformation

ControlUp tops USD $100 million ARR & becomes unicorn

Demand for automated workplace IT has pushed ControlUp past USD $100 million ARR, lifting its valuation above USD $1 billion.

By Karen Joy Bacudo • 4 min read • Thu, 16th Apr 2026

Global Stories

Investment Management stories

Digital Transformation

SEI appoints Provencher to lead global services push

The new role reflects growing demand from banks and wealth managers for help modernising operations, data and security as systems grow more complex.

By Sofiah Nichole Salivio • 4 min read • Last week

Hybrid Cloud

Financial firms lag on AI-ready storage, study says

Only 10% of banks and asset managers are prioritising AI-ready storage, leaving many to tackle compliance and rising data costs first.

By Karen Joy Bacudo • 4 min read • This month

Human Capital Management

IQ-EQ appoints Wyn James to lead APAC asset owners

Rising demand from sovereign wealth and pension funds is prompting a more targeted regional push across Asia-Pacific, where operational complexity is growing.

By Sean Mitchell • 3 min read • This month

Fintech

Ireland's finance & funds boom powers new fintech era

Ireland's funds boom now underpins more than 60,000 jobs, while its fintech tools are helping Australian super funds meet tougher rules.

By Tiarnan McCaughan • 6 min read • Last month

Customer Relationship Management

Addepar unveils AI tools for investment professionals

The rollout aims to cut manual reconciliation and improve portfolio visibility as wealth managers face rising pressure to automate reporting and client updates.

By Sofiah Nichole Salivio • 4 min read • Last month

Data Analytics

Addepar launches data exchange on Databricks for AI

Financial firms could gain cleaner audit trails and more reliable AI outputs as a managed data layer links investment systems and workflows.

By Sean Mitchell • 3 min read • Last month

Digital Transformation

FIS upgrades trading & risk suite for buy-side firms

Smaller investment firms could cut costs and manual work as a single system replaces fragmented trading and risk tools across asset classes.

By Karen Joy Bacudo • 3 min read • Fri, 24th Apr 2026

Fintech

Linedata deepens Broadridge NYFIX tie-up for T+1 shift

Asset managers face tighter settlement deadlines as the expanded service aims to cut manual work and reduce failed trades across Europe and APAC.

By Sofiah Nichole Salivio • 3 min read • Tue, 21st Apr 2026

Stories from Other Regions

Investment Management stories

Crypto

Block Earner wins first digital asset credit licence

The approval lets eligible Australians borrow against crypto holdings under direct oversight, as the sector seeks clearer rules and mainstream acceptance.

By Karen Joy Bacudo • 4 min read • Last month