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Investment Management stories

Gresham names Spiros Giannaros as Chief Executive Officer
Software-as-a-Service

Gresham names Spiros Giannaros as Chief Executive Officer

The appointment brings continuity as Gresham integrates its recent acquisition and reshapes leadership around financial services data management.

By Sofiah Nichole Salivio • 4 min read • Last month
Count launches UK Stocks & Shares ISAs with Alpaca
Platform-as-a-Service

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 • Last month

Global Stories

Investment Management stories

Harvey acquires Benchmark to boost asset management
Software-as-a-Service

Harvey acquires Benchmark to boost asset management

The move gives Harvey a deeper foothold in asset management software as it pushes further into the investment process, with no deal terms disclosed.

By Mark Tarre • 3 min read • Last week
Rogo appoints Joe Xavier as Chief Technology Officer
Software-as-a-Service

Rogo appoints Joe Xavier as Chief Technology Officer

The hire signals Rogo's push to expand in finance, with annual recurring revenue up more than 50% and 100 new customers last quarter.

By Joseph Gabriel Lagonsin • 3 min read • Last week
MFS sees broader diversification as risks reshape markets
Semiconductors

MFS sees broader diversification as risks reshape markets

Broader portfolios could help investors navigate US equity concentration, private credit stress and persistent inflationary pressures, MFS said.

By Joseph Gabriel Lagonsin • 5 min read • This month
Alpha FMC launches AI engine for fund document compliance
Software-as-a-Service

Alpha FMC launches AI engine for fund document compliance

Fund managers could cut compliance review times sharply as Alpha FMC says its AI engine checked documents faster and more accurately than humans.

By Sofiah Nichole Salivio • 3 min read • This month
MDOTM raises USD $27 million to expand AI platform
Software-as-a-Service

MDOTM raises USD $27 million to expand AI platform

The funding will help MDOTM hire and expand overseas as demand grows for AI tools that cut manual portfolio work at financial firms.

By Karen Joy Bacudo • 4 min read • This month
Smarsh and AWS expand AI compliance tools for banks
Cloud Security

Smarsh and AWS expand AI compliance tools for banks

Banks could cut compliance review workloads by 77% as Smarsh rolls out AWS-backed AI tools that regulators can still audit.

By Karen Joy Bacudo • 4 min read • Last month
Google Finance adds portfolio tracking & Android app
Crypto

Google Finance adds portfolio tracking & Android app

Users can now track investments and request tailored market briefings as Google broadens Finance into a fuller portfolio app worldwide.

By Karen Joy Bacudo • 3 min read • Last month
ECI Partners celebrates 50 years in UK private equity
Data Analytics

ECI Partners celebrates 50 years in UK private equity

Its growth mirrors the shift of UK private equity from a niche source of finance to a mainstream market, with ECI now managing around GBP £3 billion.

By Joseph Gabriel Lagonsin • 6 min read • Last month
SEI appoints Provencher to lead global services push
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 month

Stories from Other Regions

Investment Management stories

Asian investors pile into equities as bond flows slide
Artificial Intelligence

Asian investors pile into equities as bond flows slide

Asia's fund investors shifted towards shares in the first half of 2026, with bond funds sliding to net outflows of USD $3.1 billion.

By Karen Joy Bacudo • 4 min read • Last week
Rogo & Snowflake deepen AI data tie-up for finance
Software-as-a-Service

Rogo & Snowflake deepen AI data tie-up for finance

Financial firms can now use governed Snowflake data in Rogo's AI tools without moving sensitive records outside existing controls.

By Karen Joy Bacudo • 3 min read • Last week
IMTC ties ICE Bonds liquidity into trading platform
Fintech

IMTC ties ICE Bonds liquidity into trading platform

Buy-side portfolio managers will be able to trade bonds without leaving IMTC's system, as ICE Bonds liquidity is embedded in existing workflows.

By Karen Joy Bacudo • 3 min read • This month
TD Asset Management launches global real estate vehicle
Fintech

TD Asset Management launches global real estate vehicle

Canadian accredited investors gain access to a global real estate strategy as TD Asset Management widens its private markets push with iCapital Canada.

By Karen Joy Bacudo • 4 min read • This month
Australian superannuation, at the crossroads, must embrace AI
Digital Transformation

Australian superannuation, at the crossroads, must embrace AI

With $310 billion sitting in dormant accounts, funds face rising churn and must use AI to keep members and assets in place.

By Josh Shipman • 4 min read • This month
Mackenzie adopts Bloomberg MAC3 for portfolio risk
Application Programming Interface

Mackenzie adopts Bloomberg MAC3 for portfolio risk

The Canadian asset manager will use Bloomberg's MAC3 to spot hidden risks and unintended exposures across equities, bonds and alternatives.

By Sean Mitchell • 4 min read • Last month