Investment

Data Analysis working with robot ai intelligence technology in Business Analytics and Planning Workflow Management System to make report with KPI connected to database. Corporate strategy for finance.

Investment | 27 Jun 24

Marlborough makes ‘substantial’ investment in Clever Adviser Technology

Marlborough takes ‘significant’ minority stake in Clever, which is a pioneer in the creation of quantitative analysis-driven fund selection and asset allocation services for financial planners in the UK.

Europe | 25 Jun 24

Amundi and Lat Am Reserve fund launch ETF

Amundi launches Global Corporate SRI 1-5Y Highest Rated ETF with initial investment from the Latin American Reserve Fund

Financial planning | 21 Jun 24

Collidr surpasses £3bn AUM as Paradign Norton adopts ‘IntelligentMPS’

Paradigm Norton is one of the largest independent financial planning companies in England with over £1.39bn AUM

Companies | 20 Jun 24

Titanbay launches AIFM to ‘elevate’ client experience

The AIFM status enables Titanbay to market funds directly across Europe, establish branches, and hire local salespeople

Europe | 20 Jun 24

Ogier Global gains Luxembourg fund admin licence

The achievement marked ‘a significant milestone’, allowing the firm to extend its comprehensive range of services