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WealthTech secures Broadhaven investment

Broadhaven has made an investment in Wealth Technologies (WealthTech), a provider of algorithmic financial planning and advice. “WealthTech has made conceptual breakthroughs in providing financial advice to large, diverse segments of the population,” says Greg Phillips, Co-Founder of Broadhaven and WealthTech investor. “Their highly experienced and accomplished team has developed

Jose Castellano, iM Global

iM Global Partner adds deputy CEO and Head of International Business

Jose Castellano has joined iM Global Partner as deputy CEO and Head of International Business Development. iM Global Partner is an investment and development asset management platform focused on acquiring strategic investments in traditional and alternative investment firms, its Partners, with an objective of growing together. iM Global Partner aims

Lawrence Calcano, iCapital

iCapital Network partners with Rockefeller Capital Management to provide access to alternatives

iCapital Network has partnered with Rockefeller Capital Management (Rockefeller), an independent financial services firm offering global family office, asset management, and strategic advisory to ultra-net-worth families as well as institutional clients, to increase alternative investment options for the company’s investors. As a part of the agreement, iCapital developed a customised

MINEXIA launches online mining investment platform NR Private Market

MINEXIA has launched NR Private Market which is designed to help mining and exploration companies simplify and streamline their capital raising process and provide access to mining-focussed capital. The platform has also been designed to help private, sophisticated and high net-worth investors gain access to a range of mining and

Announcement

Hitachi Capital raises GBP33,000 for Royal Brompton and Harefield Hospitals

Hitachi Capital’s elite cycling squad, Team Hitachi400, has presented The Royal Brompton and Harefield Hospital charity with a cheque for GBP33,000 following a gruelling four-day cycle from the UK to France. After vigorous training in the months before the 14-man team were waved off by staff from Hitachi Capital’s offices

Steven Fradkin, Northern Trust

Northern Trust expands newly launched alts platform to include private markets

Northern Trust has added private market capabilities to supplement the recently launched ArcLine Alternatives platform for the firm’s wealth management clients. The private market investment offering, developed with alternative investment technology firm Artivest, better enables Northern Trust’s qualified wealth management clients to take advantage of a carefully curated list of

Bob Kneip, KNEIP

KNEIP launches new platform in London

KNEIP, a Luxembourg-based fund industry specialist, is launching a new digital service platform to the London market, allowing more transparency as well as greater efficiency in the funds industry. The new single layered platform manages the entire fund lifecycle from end to end. KNEIP has digitalised all aspects of investor

IHS Markit signs Serena to private markets platform

French venture capital firm Serena has chosen IHS Markit’s iLEVEL platform to collect, monitor, and report on portfolio data for the company’s EUR300 million portfolio. Serena, which was founded in 2008 and focuses on early growth start-ups that bring disruption through digital innovations, will also use iLEVEL to automate reporting

Announcement

CAIS teams with Mercer to offer independent advisers Mercer Investment Services

CAIS, an alternative investments platform for the independent wealth channel, is to offer independent financial advisers institutional quality outsourced-CIO (OCIO) services through investment services provided by Mercer. Mercer’s investment services offering includes access to one of the largest manager research platforms in the industry, model portfolio construction, manager selection, custom

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12 November, 2026 – 5:00 pm

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